VGSR icon

Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

78 hedge funds and large institutions have $337M invested in Vert Global Sustainable Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
16
Increased
32
Reduced
22
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$11.7M
2
AWP
Abacus Wealth Partners
California
$157M
3
BJL
Brighton Jones LLC
Washington
$32.1M
4
PI
PFG Investments
New York
$6.36M
5
FPF
First Pacific Financial
Washington
$13.1M

Top Sellers

1
BRIA
Balanced Rock Investment Advisors
Massachusetts
$3.28M
2
Jane Street
Jane Street
New York
$286K
3
MWM
Mission Wealth Management
California
$7.36M
4
CCM
Colorado Capital Management
Colorado
$5.05M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAFN
51
First Affirmative Financial Network
Colorado
$223K -$476 -47 -0.2%
EI
52
Ethic Inc
New York
$201K -$104K -10,232 -34%
SFP
53
SwitchPoint Financial Planning
Utah
$185K +$185K +18,261 New
LPL Financial
54
LPL Financial
California
$182K +$63.5K +6,278 +53%
CAG
55
Crestwood Advisors Group
Massachusetts
$181K -$35K -3,455 -16%
GS
56
GTS Securities
New York
$131K -$62K -6,130 -32%
AF
57
Advisornet Financial
Minnesota
$131K +$880 +87 +0.7%
MFC
58
Morris Financial Concepts
South Carolina
$126K +$5.11K +505 +4%
AC
59
Apella Capital
Connecticut
$115K -$33.9K -3,353 -23%
AWS
60
Atria Wealth Solutions
New York
$109K +$109K +10,728 New
CG
61
Caprock Group
Idaho
$109K +$658 +65 +0.6%
QFA
62
Quantum Financial Advisors
California
$107K +$107K +10,535 New
GWS
63
Greykasell Wealth Strategies
California
$105K +$105K +10,351 New
PWM
64
Parkworth Wealth Management
California
$90.8K +$90.8K +8,969 New
AP
65
Aspect Partners
Virginia
$68.8K – – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$42.6K – – –
SIC
67
SJS Investment Consulting
Ohio
$29.6K – – –
PA
68
Parallel Advisors
California
$18K +$18K +1,778 New
BGWM
69
Bridge Generations Wealth Management
Florida
$17K +$17K +1,677 New
UBS Group
70
UBS Group
Switzerland
$16.8K -$85.4K -8,441 -84%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$14.5K – – –
FCG
72
Financial Connections Group
California
$13K +$75 +8 +0.6%
BONH
73
Bank of New Hampshire
New Hampshire
$11.7K +$11.7K +1,155 New
BAM
74
Bellevue Asset Management
Washington
$8.62K – – –
OCM
75
Orion Capital Management
California
$1.8K +$1.8K +178 New
1 2
3
4