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Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

63 hedge funds and large institutions have $329M invested in Vert Global Sustainable Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 2 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
27
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$2.65M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$2.6M
3
Betterment LLC
3
Betterment LLC
New York
$720K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$3.36M
5
FPF
5
First Pacific Financial
Washington
$14M

Top Sellers

1
AWP
1
Abacus Wealth Partners
California
$161M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$2.27M
3
AP
3
Adero Partners
California
$11.8M
4
PWM
4
Perigon Wealth Management
California
$2.13M
5
MWM
5
Mission Wealth Management
California
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Modera Wealth Management
New Jersey
$787K 70,837 -11,439 -14%
Jane Street
27
Jane Street
New York
$762K 68,631 -5,847 -8%
WWP
28
Waypoint Wealth Partners
California
$736K 66,237 -3,671 -5%
Betterment LLC
29
Betterment LLC
New York
$720K 64,798 +64,798 New
Osaic Holdings
30
Osaic Holdings
Arizona
$719K 64,209 +25,957 +68%
IFA
31
Index Fund Advisors
California
$717K 64,529 +458 +0.7%
PHIC
32
Pine Haven Investment Counsel
Massachusetts
$706K 63,544 +1,000 +2%
SOAG
33
Silver Oak Advisory Group
Oregon
$681K 61,363 +106 +0.2%
DADC
34
D.A. Davidson & Co
Montana
$460K 41,447 +5,852 +16%
Corient Private Wealth
35
Corient Private Wealth
Florida
$455K 40,961 +226 +0.6%
AWM
36
Ariadne Wealth Management
California
$429K 40,054 +266 +0.7%
PWMG
37
Private Wealth Management Group
New Jersey
$386K 34,708 +2,822 +9%
NL
38
NWAM LLC
Washington
$386K 34,704 +34,704 New
EI
39
Ethic Inc
New York
$295K 30,123 +8,596 +40%
B
40
BetterWealth
California
$281K 25,253 -256 -1%
MGW
41
MB Generational Wealth
Washington
$279K 25,129 -882 -3%
TAM
42
Trillium Asset Management
Massachusetts
$262K 23,566 – –
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$250K 22,532 -4,351 -16%
FAFN
44
First Affirmative Financial Network
Colorado
$245K 22,095 +164 +0.7%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$242K 21,795 +9,713 +80%
CAG
46
Crestwood Advisors Group
Massachusetts
$237K 21,322 -8,248 -28%
FFM
47
Forum Financial Management
Illinois
$220K 19,771 -2,047 -9%
GS
48
GTS Securities
New York
$212K 19,063 +19,063 New
AC
49
Apella Capital
Connecticut
$162K 14,755 +14,755 New
AF
50
Advisornet Financial
Minnesota
$142K 12,814 +102 +0.8%
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