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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
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
51
First Affirmative Financial Network
Colorado
$231K
JWM
52
JDH Wealth Management
California
$225K
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$224K
EI
54
Ethic Inc
New York
$190K
SFP
55
SwitchPoint Financial Planning
Utah
$185K
AC
56
Apella Capital
Connecticut
$180K
CCM
57
Cloud Capital Management
Washington
$176K
B
58
BetterWealth
California
$171K
LPL Financial
59
LPL Financial
California
$169K
CAG
60
Crestwood Advisors Group
Massachusetts
$168K
DAS
61
Dynamic Advisor Solutions
Arizona
$157K
MFC
62
Morris Financial Concepts
South Carolina
$150K
AF
63
Advisornet Financial
Minnesota
$136K
EMAM
64
Encompass More Asset Management
California
$129K
QFA
65
Quantum Financial Advisors
California
$114K
CG
66
Caprock Group
Idaho
$110K
AWS
67
Atria Wealth Solutions
New York
$105K
PWM
68
Parkworth Wealth Management
California
$92.1K
GWS
69
Greykasell Wealth Strategies
California
$72.8K
AP
70
Aspect Partners
Virginia
$68.9K
SIC
71
SJS Investment Consulting
Ohio
$29.6K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$19.3K
PA
73
Parallel Advisors
California
$18K
BGWM
74
Bridge Generations Wealth Management
Florida
$15.8K
FCG
75
Financial Connections Group
California
$14K