Vert Global Sustainable Real Estate ETF
VGSR
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.
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more funds holding
Funds holding: 63 → 78 (+15)
3.79% more ownership
Funds ownership: 77.44% → 81.23% (+3.8%)
2% more capital invested
Capital invested by funds: $329M → $337M (+$7.84M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$12.1M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$10.7M |
| 3 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$2.32M |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
+$401K |
| 5 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
-$910K |
| 2 |
Jane Street
New York
|
-$431K |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$392K |
| 4 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
-$181K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| $1.71K | +$1.8K | +169 | New |
|
|
CYG
77
Clean Yield Group
Norwich,
Vermont
| $1.5K | – | – | – |
|
|
AF
78
Allworth Financial
Folsom,
California
| $19 | -$13.2K | -1,238 | -100% |
|
|
79
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$115K | -10,376 | Closed |
|
VGSR Hedge Fund Activity: Q4 2024 in Review
78 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q4 2024, worth a combined $337M — up 2.4% from $329M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new VGSR positions and 1 closed out — a net gain of 15 holders — while 32 added to existing stakes and 22 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $12.1M. The largest seller was Balanced Rock Investment Advisors, cutting an estimated $910K.
- 78 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q4 2024, up from 63 in Q3 2024.
- Funds reported $337M of Vert Global Sustainable Real Estate ETF stock for Q4 2024, up 2.4% quarter-over-quarter.
- 16 funds opened new Vert Global Sustainable Real Estate ETF positions in Q4 2024 and 1 closed out, a net change of +15 holders.
- The largest Vert Global Sustainable Real Estate ETF buyer in Q4 2024 was Forum Financial Management, an estimated $12.1M added.
- The largest Vert Global Sustainable Real Estate ETF seller in Q4 2024 was Balanced Rock Investment Advisors, an estimated $910K sold.
Based on aggregated 13F filings for Q4 2024.