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Vert Global Sustainable Real Estate ETF
VGSR

85 hedge funds and large institutions have $323M invested in Vert Global Sustainable Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

15% more funds holding

Funds holding: 74 → 85 (+11)

2% less capital invested

Capital invested by funds: $329M → $323M (-$6.2M)

7.95% less ownership

Funds ownership: 80.5% → 72.54% (-8%)

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
38
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.98M
2
SHGA
Sand Hill Global Advisors
California
+$3.95M
3
MPW
MASECO Private Wealth
+$3.26M
4
BJL
Brighton Jones LLC
Washington
+$1.81M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$22.5M
2
NI
Natural Investments
California
-$2.37M
3
WWA
WCG Wealth Advisors
Nevada
-$2.24M
4
FTUS
Flow Traders U.S.
New York
-$2.04M
5
AWP
Abacus Wealth Partners
California
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
26
Prime Capital Investment Advisors
Kansas
$1.94M -$35.7K -3,393 -2%
WWA
27
WCG Wealth Advisors
Nevada
$1.52M -$2.24M -212,994 -60%
HWM
28
Hemington Wealth Management
Virginia
$1.42M +$26.2K +2,488 +2%
Betterment LLC
29
Betterment LLC
New York
$1.16M +$378K +35,919 +49%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.12M -$1.51M -142,920 -58%
LFA
31
Level Financial Advisors
New York
$1.05M -$4.48K -425 -0.4%
IFA
32
Index Fund Advisors
California
$922K +$121K +11,522 +15%
SOAG
33
Silver Oak Advisory Group
Oregon
$903K +$77.1K +7,319 +9%
BPA
34
Beacon Pointe Advisors
California
$852K +$843K +80,034 New
GS
35
GTS Securities
New York
$736K +$728K +69,061 New
MWM
36
Modera Wealth Management
New Jersey
$726K – – –
PHIC
37
Pine Haven Investment Counsel
Massachusetts
$725K – – –
US Bancorp
38
US Bancorp
Minnesota
$718K +$705K +66,933 +14,091%
Northern Trust
39
Northern Trust
Illinois
$663K -$984K -93,363 -60%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$519K +$85.2K +8,085 +20%
DAS
41
Dynamic Advisor Solutions
Arizona
$494K +$275K +26,114 +129%
AWM
42
Ariadne Wealth Management
California
$476K +$2.48K +235 +0.5%
AQR Capital Management
43
AQR Capital Management
Connecticut
$475K +$470K +44,621 New
DADC
44
D.A. Davidson & Co
Montana
$448K +$16.4K +1,552 +4%
NL
45
NWAM LLC
Washington
$431K +$8.45K +802 +2%
AWMM
46
Aegis Wealth Management (Maryland)
Maryland
$395K – – –
PWMG
47
Private Wealth Management Group
New Jersey
$378K +$9.31K +884 +3%
MWM
48
Modern Wealth Management
Kansas
$377K – – –
AC
49
Apella Capital
Connecticut
$326K +$60.5K +5,747 +23%
EH
50
Equitable Holdings
New York
$321K +$4.16K +395 +1%
1
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VGSR Hedge Fund Activity: Q3 2025 in Review

85 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q3 2025, worth a combined $323M — down 1.9% from $329M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VGSR positions and 2 closed out — a net gain of 13 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.98M. The largest seller was Focus Partners Wealth, cutting an estimated $22.5M.

  • 85 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q3 2025, up from 74 in Q2 2025.
  • Funds reported $323M of Vert Global Sustainable Real Estate ETF stock for Q3 2025, down 1.9% quarter-over-quarter.
  • 15 funds opened new Vert Global Sustainable Real Estate ETF positions in Q3 2025 and 2 closed out, a net change of +13 holders.
  • The largest Vert Global Sustainable Real Estate ETF buyer in Q3 2025 was Fidelity Investments, an estimated $3.98M added.
  • The largest Vert Global Sustainable Real Estate ETF seller in Q3 2025 was Focus Partners Wealth, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2025.