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Vert Global Sustainable Real Estate ETF

73 hedge funds and large institutions have $329M invested in Vert Global Sustainable Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-7
Holders Change %
-8.75%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
30
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$212K +$49.7K +4,748 +31%
LPL Financial
52
LPL Financial
California
$207K +$32.5K +3,109 +19%
B
53
BetterWealth
California
$177K
MFC
54
Morris Financial Concepts
South Carolina
$174K +$19.3K +1,845 +13%
EI
55
Ethic Inc
New York
$173K -$22K -2,114 -11%
CAG
56
Crestwood Advisors Group
Massachusetts
$169K -$4.97K -475 -3%
AF
57
Advisornet Financial
Minnesota
$142K +$1.27K +121 +0.9%
PWM
58
Parkworth Wealth Management
California
$113K +$17.7K +1,693 +19%
GWS
59
Greykasell Wealth Strategies
California
$75.1K
AP
60
Aspect Partners
Virginia
$71.1K
Morgan Stanley
61
Morgan Stanley
New York
$37.4K +$37.4K +3,574 New
SIC
62
SJS Investment Consulting
Ohio
$30.6K
PA
63
Parallel Advisors
California
$18.6K
BGWM
64
Bridge Generations Wealth Management
Florida
$16.3K
FCG
65
Financial Connections Group
California
$14K +$140 +14 +1%
BONH
66
Bank of New Hampshire
New Hampshire
$12.1K
BAM
67
Bellevue Asset Management
Washington
$9.1K +$84 +8 +0.9%
Comerica Bank
68
Comerica Bank
Texas
$5.17K +$5.17K +494 New
US Bancorp
69
US Bancorp
Minnesota
$4.97K +$4.97K +475 New
CAM
70
Clarity Asset Management
Iowa
$2.96K +$2.96K +283 New
OCM
71
Orion Capital Management
California
$1.86K
CYG
72
Clean Yield Group
Vermont
$1.55K
AF
73
Allworth Financial
California
$20
Jane Street
74
Jane Street
New York
-$513K -50,586 Closed
GS
75
GTS Securities
New York
-$316K -31,155 Closed