Vert Global Sustainable Real Estate ETF
VGSR
63 hedge funds and large institutions have $329M invested in Vert Global Sustainable Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
15% more capital invested
Capital invested by funds: $285M → $329M (+$44M)
5% more funds holding
Funds holding: 60 → 63 (+3)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.21% less ownership
Funds ownership: 77.65% → 77.44% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$2.28M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$878K |
| 3 |
Betterment LLC
New York
|
+$680K |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$641K |
| 5 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$472K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$2.06M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$922K |
| 3 |
AP
Adero Partners
Pleasanton,
California
|
-$424K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$389K |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$224K |
VGSR Hedge Fund Activity: Q3 2024 in Review
63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q3 2024, worth a combined $329M — up 15% from $285M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VGSR positions and 2 closed out — a net gain of 5 holders — while 27 added to existing stakes and 25 trimmed.
The largest buyer was Focus Partners Advisor Solutions, adding an estimated $2.28M. The largest seller was Abacus Wealth Partners, cutting an estimated $2.06M.
- 63 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q3 2024, up from 60 in Q2 2024.
- Funds reported $329M of Vert Global Sustainable Real Estate ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 7 funds opened new Vert Global Sustainable Real Estate ETF positions in Q3 2024 and 2 closed out, a net change of +5 holders.
- The largest Vert Global Sustainable Real Estate ETF buyer in Q3 2024 was Focus Partners Advisor Solutions, an estimated $2.28M added.
- The largest Vert Global Sustainable Real Estate ETF seller in Q3 2024 was Abacus Wealth Partners, an estimated $2.06M sold.
Based on aggregated 13F filings for Q3 2024.