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Vert Global Sustainable Real Estate ETF
VGSR

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

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more funds holding

Funds holding: 63 → 78 (+15)

3.79% more ownership

Funds ownership: 77.44% → 81.23% (+3.8%)

2% more capital invested

Capital invested by funds: $329M → $337M (+$7.84M)

Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.03%
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
–

Top Buyers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
+$12.1M
2
AWP
Abacus Wealth Partners
California
+$10.7M
3
BJL
Brighton Jones LLC
Washington
+$2.32M
4
PI
PFG Investments
New York
+$401K
5
FPF
First Pacific Financial
Washington
+$368K

Top Sellers

Rank Fund Capital Flow
1
BRIA
Balanced Rock Investment Advisors
Massachusetts
-$910K
2
Jane Street
Jane Street
New York
-$431K
3
MWM
Mission Wealth Management
California
-$392K
4
CCM
Colorado Capital Management
Colorado
-$181K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Meritas Wealth Management
California
$1.62M +$54.1K +5,065 +3%
Northern Trust
27
Northern Trust
Illinois
$1.57M -$19.3K -1,810 -1%
HWM
28
Hemington Wealth Management
Virginia
$1.27M -$47.4K -4,438 -3%
SC
29
Savant Capital
Illinois
$1.08M +$171K +15,968 +18%
LFA
30
Level Financial Advisors
New York
$973K +$25.7K +2,402 +3%
Betterment LLC
31
Betterment LLC
New York
$910K +$269K +25,153 +39%
IFA
32
Index Fund Advisors
California
$773K +$126K +11,819 +18%
WWP
33
Waypoint Wealth Partners
California
$717K +$49.7K +4,651 +7%
MWM
34
Modera Wealth Management
New Jersey
$686K -$33K -3,089 -4%
PHIC
35
Pine Haven Investment Counsel
Massachusetts
$676K +$34.6K +3,240 +5%
Osaic Holdings
36
Osaic Holdings
Arizona
$661K +$12.3K +1,153 +2%
SOAG
37
Silver Oak Advisory Group
Oregon
$652K +$33.7K +3,153 +5%
AWM
38
Ariadne Wealth Management
California
$626K +$219K +20,479 +51%
NL
39
NWAM LLC
Washington
$620K +$284K +26,576 +77%
DADC
40
D.A. Davidson & Co
Montana
$416K -$3.3K -309 -0.7%
Corient Private Wealth
41
Corient Private Wealth
Florida
$416K +$1.84K +172 +0.4%
PWMG
42
Private Wealth Management Group
New Jersey
$362K +$11.8K +1,105 +3%
AWMM
43
Aegis Wealth Management (Maryland)
Maryland
$360K +$380K +35,611 New
Jane Street
44
Jane Street
New York
$286K -$431K -40,359 -59%
JWM
45
JDH Wealth Management
California
$285K +$300K +28,127 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$259K +$40.2K +3,763 +17%
B
47
BetterWealth
California
$257K +$1.78K +167 +0.7%
MGW
48
MB Generational Wealth
Washington
$246K -$8.67K -812 -3%
TAM
49
Trillium Asset Management
Massachusetts
$238K – – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$228K – – –
1
2
3 4

VGSR Hedge Fund Activity: Q4 2024 in Review

78 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q4 2024, worth a combined $337M — up 2.4% from $329M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VGSR positions and 1 closed out — a net gain of 15 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $12.1M. The largest seller was Balanced Rock Investment Advisors, cutting an estimated $910K.

  • 78 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $337M of Vert Global Sustainable Real Estate ETF stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 16 funds opened new Vert Global Sustainable Real Estate ETF positions in Q4 2024 and 1 closed out, a net change of +15 holders.
  • The largest Vert Global Sustainable Real Estate ETF buyer in Q4 2024 was Forum Financial Management, an estimated $12.1M added.
  • The largest Vert Global Sustainable Real Estate ETF seller in Q4 2024 was Balanced Rock Investment Advisors, an estimated $910K sold.

Based on aggregated 13F filings for Q4 2024.