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Vert Global Sustainable Real Estate ETF

78 hedge funds and large institutions have $337M invested in Vert Global Sustainable Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
16
Increased
32
Reduced
22
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
26
Meritas Wealth Management
California
$1.62M +$51.3K +5,065 +3%
Northern Trust
27
Northern Trust
Illinois
$1.57M -$18.3K -1,810 -1%
HWM
28
Hemington Wealth Management
Virginia
$1.27M -$44.9K -4,438 -3%
SC
29
Savant Capital
Illinois
$1.08M +$162K +15,968 +18%
LFA
30
Level Financial Advisors
New York
$973K +$24.3K +2,402 +3%
Betterment LLC
31
Betterment LLC
New York
$910K +$254K +25,153 +39%
IFA
32
Index Fund Advisors
California
$773K +$120K +11,819 +18%
WWP
33
Waypoint Wealth Partners
California
$717K +$47.1K +4,651 +7%
MWM
34
Modera Wealth Management
New Jersey
$686K -$31.3K -3,089 -4%
PHIC
35
Pine Haven Investment Counsel
Massachusetts
$676K +$32.8K +3,240 +5%
Osaic Holdings
36
Osaic Holdings
Arizona
$661K +$11.7K +1,153 +2%
SOAG
37
Silver Oak Advisory Group
Oregon
$652K +$31.9K +3,153 +5%
AWM
38
Ariadne Wealth Management
California
$626K +$212K +20,479 +51%
NL
39
NWAM LLC
Washington
$620K +$269K +26,576 +77%
DADC
40
D.A. Davidson & Co
Montana
$416K -$3.13K -309 -0.7%
Corient Private Wealth
41
Corient Private Wealth
Florida
$416K +$1.74K +172 +0.4%
PWMG
42
Private Wealth Management Group
New Jersey
$362K +$11.2K +1,105 +3%
AWM
43
Aegis Wealth Management
Maryland
$360K +$360K +35,611 New
Jane Street
44
Jane Street
New York
$286K -$408K -40,359 -59%
JWM
45
JDH Wealth Management
California
$285K +$285K +28,127 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$259K +$38.1K +3,763 +17%
B
47
BetterWealth
California
$257K +$1.69K +167 +0.7%
MGW
48
MB Generational Wealth
Washington
$246K -$8.22K -812 -3%
TAM
49
Trillium Asset Management
Massachusetts
$238K
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$228K