VGSR icon

Vert Global Sustainable Real Estate ETF

60 hedge funds and large institutions have $285M invested in Vert Global Sustainable Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
29
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
26
Jane Street
New York
$720K 74,478 -81,675 -52%
WWP
27
Waypoint Wealth Partners
California
$676K 69,908 -3,408 -5%
BSW
28
Buckingham Strategic Wealth
Missouri
$652K 67,427 +6,123 +10%
IFA
29
Index Fund Advisors
California
$620K 64,071 +14,537 +29%
PHIC
30
Pine Haven Investment Counsel
Massachusetts
$605K 62,544 +3,249 +5%
SOAG
31
Silver Oak Advisory Group
Oregon
$592K 61,257 +5,989 +11%
Corient Private Wealth
32
Corient Private Wealth
Florida
$394K 40,735 -22,641 -36%
AWM
33
Ariadne Wealth Management
California
$385K 39,788 +39,788 New
Osaic Holdings
34
Osaic Holdings
Arizona
$370K 38,252 -121,878 -76%
DADC
35
D.A. Davidson & Co
Montana
$344K 35,595 +670 +2%
PWMG
36
Private Wealth Management Group
New Jersey
$308K 31,886 +6,835 +27%
CAG
37
Crestwood Advisors Group
Massachusetts
$286K 29,570 -1,926 -6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$260K 26,883
MGW
39
MB Generational Wealth
Washington
$252K 26,011 +20,816 +401%
B
40
BetterWealth
California
$247K 25,509 +170 +0.7%
TAM
41
Trillium Asset Management
Massachusetts
$228K 23,566
FAFN
42
First Affirmative Financial Network
Colorado
$212K 21,931 +760 +4%
FFM
43
Forum Financial Management
Illinois
$211K 21,818 +2,671 +14%
EI
44
Ethic Inc
New York
$208K 21,527 -8,596 -29%
FPAS
45
Focus Partners Advisor Solutions
Missouri
$208K 21,463 +7,975 +59%
AF
46
Advisornet Financial
Minnesota
$123K 12,712 +212 +2%
MFC
47
Morris Financial Concepts
South Carolina
$119K 12,297 +315 +3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$117K 12,082 +12,082 New
LPL Financial
49
LPL Financial
California
$112K 11,608 +11,608 New
CG
50
Caprock Group
Idaho
$102K 10,583 +10,583 New