Vert Global Sustainable Real Estate ETF
VGSR
60 hedge funds and large institutions have $285M invested in Vert Global Sustainable Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
71% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 17
9% more funds holding
Funds holding: 55 → 60 (+5)
4% more capital invested
Capital invested by funds: $273M → $285M (+$11.5M)
0.17% more ownership
Funds ownership: 77.48% → 77.65% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$7.52M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$3.56M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$3.3M |
| 4 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$1.76M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.16M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$779K |
| 3 |
Jane Street
New York
|
-$777K |
| 4 |
AP
Adero Partners
Pleasanton,
California
|
-$740K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$722K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
51
Lindbrook Capital
Calabasas,
California
| $68.3K | +$67.2K | +7,060 | New |
|
52
JP Morgan Chase
New York
| $40.8K | -$10 | -1 | -0% |
|
|
SIC
53
SJS Investment Consulting
Sylvania,
Ohio
| $36K | +$952 | +100 | +3% |
|
|
FCG
54
Financial Connections Group
Corte Madera,
California
| $35K | +$295 | +31 | +2% |
|
|
AF
55
Allworth Financial
Folsom,
California
| $23.3K | +$7.17K | +753 | +49% |
|
|
BAM
56
Bellevue Asset Management
Bellevue,
Washington
| $8.28K | +$8.15K | +856 | New |
|
|
PO
57
Private Ocean
San Rafael,
California
| $5.69K | +$5.61K | +589 | New |
|
58
Fidelity Investments
Boston,
Massachusetts
| $4.05K | -$3.57K | -375 | -47% |
|
|
OCM
59
Orion Capital Management
Coronado,
California
| $1.72K | – | – | – |
|
|
CYG
60
Clean Yield Group
Norwich,
Vermont
| $1.43K | – | – | – |
|
|
NL
61
NWAM LLC
Mercer Island,
Washington
| – | -$346K | -35,301 | Closed |
|
|
MG
62
Mather Group
Chicago,
Illinois
| – | -$90.2K | -9,056 | Closed |
|
63
UBS Group
Zurich,
Switzerland
| – | -$24.9K | -2,543 | Closed |
|
VGSR Hedge Fund Activity: Q2 2024 in Review
60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q2 2024, worth a combined $285M — up 4.2% from $273M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VGSR positions and 3 closed out — a net gain of 6 holders — while 29 added to existing stakes and 17 trimmed.
The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $7.52M. The largest seller was Osaic Holdings, cutting an estimated $1.16M.
- 60 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q2 2024, up from 55 in Q1 2024.
- Funds reported $285M of Vert Global Sustainable Real Estate ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
- 9 funds opened new Vert Global Sustainable Real Estate ETF positions in Q2 2024 and 3 closed out, a net change of +6 holders.
- The largest Vert Global Sustainable Real Estate ETF buyer in Q2 2024 was WCG Wealth Advisors, an estimated $7.52M added.
- The largest Vert Global Sustainable Real Estate ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.16M sold.
Based on aggregated 13F filings for Q2 2024.