Vert Global Sustainable Real Estate ETF
VGSR
55 hedge funds and large institutions have $273M invested in Vert Global Sustainable Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 8 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
6% more funds holding
Funds holding: 52 → 55 (+3)
1.92% more ownership
Funds ownership: 75.56% → 77.48% (+1.9%)
5% more capital invested
Capital invested by funds: $261M → $273M (+$12.2M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$5.83M |
| 2 |
PI
PFG Investments
Woodbury,
New York
|
+$5.15M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$3.62M |
| 4 |
SWA
SOA Wealth Advisors
New York
|
+$3.01M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$2.84M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$2.47M |
| 3 |
AP
Adero Partners
Pleasanton,
California
|
-$1.47M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$729K |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$704K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $24.9K | +$21.2K | +2,199 | +639% |
|
|
AF
52
Allworth Financial
Folsom,
California
| $15.1K | -$18.7K | -1,934 | -56% |
|
53
Fidelity Investments
Boston,
Massachusetts
| $7.79K | +$406 | +42 | +6% |
|
|
OCM
54
Orion Capital Management
Coronado,
California
| $1.75K | +$1.72K | +178 | New |
|
|
CYG
55
Clean Yield Group
Norwich,
Vermont
| $1.45K | – | – | – |
|
|
KOC
56
Koss-Olinger Consulting
Gainesville,
Florida
| – | -$2.84M | -285,568 | Closed |
|
|
GS
57
GTS Securities
New York
| – | -$269K | -27,038 | Closed |
|
58
MML Investors Services
Springfield,
Massachusetts
| – | -$220K | -22,104 | Closed |
|
|
AC
59
Apella Capital
West Hartford,
Connecticut
| – | -$178K | -18,296 | Closed |
|
|
E
60
ETFidea
Syracuse,
New York
| – | -$117K | -11,772 | Closed |
|
|
SC
61
SouthState Corp
Winter Haven,
Florida
| – | -$6.58K | -661 | Closed |
|
|
PO
62
Private Ocean
San Rafael,
California
| – | -$5.58K | -560 | Closed |
|
|
TRCT
63
Tower Research Capital (TRC)
New York
| – | -$667 | -67 | Closed |
|
VGSR Hedge Fund Activity: Q1 2024 in Review
55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q1 2024, worth a combined $273M — up 4.7% from $261M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VGSR positions and 8 closed out — a net gain of 3 holders — while 25 added to existing stakes and 16 trimmed.
The largest buyer was Abacus Wealth Partners, adding an estimated $5.83M. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $2.84M sold.
- 55 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q1 2024, up from 52 in Q4 2023.
- Funds reported $273M of Vert Global Sustainable Real Estate ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
- 11 funds opened new Vert Global Sustainable Real Estate ETF positions in Q1 2024 and 8 closed out, a net change of +3 holders.
- The largest Vert Global Sustainable Real Estate ETF buyer in Q1 2024 was Abacus Wealth Partners, an estimated $5.83M added.
- The largest Vert Global Sustainable Real Estate ETF seller in Q1 2024 was Koss-Olinger Consulting, an estimated $2.84M sold.
Based on aggregated 13F filings for Q1 2024.