Vert Global Sustainable Real Estate ETF
VGSR
VGSR
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
–
Top Buyers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
$37M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
$9.93M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
$2.04M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
$2.53M |
| 5 |
SWA
SOA Wealth Advisors
New York
|
$5.04M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CWM
76
Comprehensive Wealth Management
Lynnwood,
Washington
| – | -$297K | -29,306 | Closed |
|
77
JPMorgan Chase & Co
New York
| – | -$254K | -25,000 | Closed |
|
|
SFP
78
SwitchPoint Financial Planning
Lehi,
Utah
| – | -$185K | -18,261 | Closed |
|
|
CCM
79
Cloud Capital Management
Seattle,
Washington
| – | -$176K | -17,536 | Closed |
|
|
EMAM
80
Encompass More Asset Management
Danville,
California
| – | -$129K | -12,714 | Closed |
|
|
QFA
81
Quantum Financial Advisors
El Segundo,
California
| – | -$114K | -11,212 | Closed |
|
|
AWS
82
Atria Wealth Solutions
New York
| – | -$105K | -10,341 | Closed |
|