Vert Global Sustainable Real Estate ETF
VGSR
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.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
78% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 23
3% more funds holding
Funds holding: 78 → 80 (+2)
2% more capital invested
Capital invested by funds: $337M → $342M (+$5.63M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.07% less ownership
Funds ownership: 81.23% → 81.16% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$20.7M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$1.23M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$779K |
| 4 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$636K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$574K |
| 2 |
AP
Adero Partners
Pleasanton,
California
|
-$545K |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$534K |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$471K |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$197K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BONH
76
Bank of New Hampshire
Laconia,
New Hampshire
| $11.7K | – | – | – |
|
|
BAM
77
Bellevue Asset Management
Bellevue,
Washington
| $8.73K | +$51 | +5 | +0.6% |
|
|
OCM
78
Orion Capital Management
Coronado,
California
| $1.8K | – | – | – |
|
|
CYG
79
Clean Yield Group
Norwich,
Vermont
| $1.5K | – | – | – |
|
|
AF
80
Allworth Financial
Folsom,
California
| $19 | – | – | – |
|
81
UBS Group
Zurich,
Switzerland
| – | -$16.8K | -1,661 | Closed |
|
|
TRCT
82
Tower Research Capital (TRC)
New York
| – | -$1.71K | -169 | Closed |
|
VGSR Hedge Fund Activity: Q1 2025 in Review
80 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q1 2025, worth a combined $342M — up 1.7% from $337M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VGSR positions and 2 closed out — a net gain of 3 holders — while 41 added to existing stakes and 23 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $20.7M. The largest seller was WCG Wealth Advisors, cutting an estimated $574K.
- 80 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q1 2025, up from 78 in Q4 2024.
- Funds reported $342M of Vert Global Sustainable Real Estate ETF stock for Q1 2025, up 1.7% quarter-over-quarter.
- 5 funds opened new Vert Global Sustainable Real Estate ETF positions in Q1 2025 and 2 closed out, a net change of +3 holders.
- The largest Vert Global Sustainable Real Estate ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $20.7M added.
- The largest Vert Global Sustainable Real Estate ETF seller in Q1 2025 was WCG Wealth Advisors, an estimated $574K sold.
Based on aggregated 13F filings for Q1 2025.