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Vert Global Sustainable Real Estate ETF

80 hedge funds and large institutions have $342M invested in Vert Global Sustainable Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
41
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAFN
51
First Affirmative Financial Network
Colorado
$231K +$7.73K +762 +3%
JWM
52
JDH Wealth Management
California
$225K -$60K -5,916 -21%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$224K -$4.69K -462 -2%
EI
54
Ethic Inc
New York
$190K -$11.6K -1,138 -6%
SFP
55
SwitchPoint Financial Planning
Utah
$185K
AC
56
Apella Capital
Connecticut
$180K +$73.4K +7,844 +69%
CCM
57
Cloud Capital Management
Washington
$176K +$176K +17,536 New
B
58
BetterWealth
California
$171K -$86.3K -8,511 -33%
LPL Financial
59
LPL Financial
California
$169K -$13.4K -1,318 -7%
CAG
60
Crestwood Advisors Group
Massachusetts
$168K -$12.8K -1,259 -7%
DAS
61
Dynamic Advisor Solutions
Arizona
$157K +$157K +15,493 New
MFC
62
Morris Financial Concepts
South Carolina
$150K +$22.8K +2,253 +18%
AF
63
Advisornet Financial
Minnesota
$136K +$5.63K +555 +4%
EMAM
64
Encompass More Asset Management
California
$129K +$129K +12,714 New
QFA
65
Quantum Financial Advisors
California
$114K +$6.87K +677 +6%
CG
66
Caprock Group
Idaho
$110K +$679 +67 +0.6%
AWS
67
Atria Wealth Solutions
New York
$105K -$3.92K -387 -4%
PWM
68
Parkworth Wealth Management
California
$92.1K +$1.12K +110 +1%
GWS
69
Greykasell Wealth Strategies
California
$72.8K -$32.2K -3,176 -31%
AP
70
Aspect Partners
Virginia
$68.9K
SIC
71
SJS Investment Consulting
Ohio
$29.6K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$19.3K +$4.73K +466 +32%
PA
73
Parallel Advisors
California
$18K
BGWM
74
Bridge Generations Wealth Management
Florida
$15.8K -$1.25K -123 -7%
FCG
75
Financial Connections Group
California
$14K +$91 +9 +0.7%