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Vert Global Sustainable Real Estate ETF

73 hedge funds and large institutions have $329M invested in Vert Global Sustainable Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-7
Holders Change %
-8.75%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
30
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
26
Perigon Wealth Management
California
$2.02M -$90.6K -8,665 -4%
PCIA
27
Prime Capital Investment Advisors
Kansas
$1.94M -$904K -86,394 -32%
AIC
28
Allodium Investment Consultants
Minnesota
$1.89M +$4.71K +450 +0.2%
Northern Trust
29
Northern Trust
Illinois
$1.63M
HWM
30
Hemington Wealth Management
Virginia
$1.37M -$84 -8 -0%
LFA
31
Level Financial Advisors
New York
$1.03M +$23.7K +2,270 +2%
SOAG
32
Silver Oak Advisory Group
Oregon
$810K +$125K +11,976 +18%
WWP
33
Waypoint Wealth Partners
California
$801K +$49K +4,687 +7%
IFA
34
Index Fund Advisors
California
$785K +$13K +1,243 +2%
Betterment LLC
35
Betterment LLC
New York
$764K -$164K -15,682 -18%
MWM
36
Modera Wealth Management
New Jersey
$713K +$3.4K +325 +0.5%
PHIC
37
Pine Haven Investment Counsel
Massachusetts
$712K +$15.4K +1,475 +2%
AWM
38
Ariadne Wealth Management
California
$476K -$158K -15,125 -25%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$425K -$7.44K -711 -2%
DADC
40
D.A. Davidson & Co
Montana
$424K -$7.39K -706 -2%
NL
41
NWAM LLC
Washington
$415K -$24.9K -2,381 -6%
AWM
42
Aegis Wealth Management
Maryland
$376K
MWM
43
Modern Wealth Management
Kansas
$370K +$370K +35,410 New
PWMG
44
Private Wealth Management Group
New Jersey
$362K -$9.18K -878 -2%
EH
45
Equitable Holdings
New York
$311K +$7.99K +764 +3%
AC
46
Apella Capital
Connecticut
$261K +$59.9K +5,744 +30%
TAM
47
Trillium Asset Management
Massachusetts
$247K
Corient Private Wealth
48
Corient Private Wealth
Florida
$243K -$190K -18,119 -44%
JWM
49
JDH Wealth Management
California
$232K
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$221K -$9.72K -929 -4%