Vert Global Sustainable Real Estate ETF
VGSR
74 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, 24 reducing their positions, and 9 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 24
0.67% less ownership
Funds ownership: 81.16% → 80.5% (-0.67%)
4% less capital invested
Capital invested by funds: $342M → $329M (-$12.8M)
8% less funds holding
Funds holding: 80 → 74 (-6)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$12.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.66M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.99M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.48M |
| 5 |
SWA
SOA Wealth Advisors
New York
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$32.7M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$3.76M |
| 3 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
-$907K |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$881K |
| 5 |
Jane Street
New York
|
-$513K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
76
GTS Securities
New York
| – | -$316K | -31,155 | Closed |
|
|
CWM
77
Comprehensive Wealth Management
Lynnwood,
Washington
| – | -$297K | -29,306 | Closed |
|
78
JP Morgan Chase
New York
| – | -$254K | -25,000 | Closed |
|
|
SFP
79
SwitchPoint Financial Planning
Lehi,
Utah
| – | -$185K | -18,261 | Closed |
|
|
CCM
80
Cloud Capital Management
Seattle,
Washington
| – | -$176K | -17,536 | Closed |
|
|
EMAM
81
Encompass More Asset Management
Danville,
California
| – | -$129K | -12,714 | Closed |
|
|
QFA
82
Quantum Financial Advisors
El Segundo,
California
| – | -$114K | -11,212 | Closed |
|
|
AWS
83
Atria Wealth Solutions
New York
| – | -$105K | -10,341 | Closed |
|
VGSR Hedge Fund Activity: Q2 2025 in Review
74 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vert Global Sustainable Real Estate ETF (VGSR) for Q2 2025, worth a combined $329M — down 3.8% from $342M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of VGSR and 6 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 30 added.
The largest buyer was Focus Partners Wealth, adding an estimated $12.1M. The largest seller was Abacus Wealth Partners, cutting an estimated $32.7M.
- 74 institutional investors held Vert Global Sustainable Real Estate ETF (VGSR) as of Q2 2025, down from 80 in Q1 2025.
- Funds reported $329M of Vert Global Sustainable Real Estate ETF stock for Q2 2025, down 3.8% quarter-over-quarter.
- 6 funds opened new Vert Global Sustainable Real Estate ETF positions in Q2 2025 and 9 closed out, a net change of -3 holders.
- The largest Vert Global Sustainable Real Estate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $12.1M added.
- The largest Vert Global Sustainable Real Estate ETF seller in Q2 2025 was Abacus Wealth Partners, an estimated $32.7M sold.
Based on aggregated 13F filings for Q2 2025.