VGSR icon

Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

55 hedge funds and large institutions have $273M invested in Vert Global Sustainable Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
25
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Abacus Wealth Partners
California
$140M
2
PI
2
PFG Investments
New York
$5.23M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.67M
4
SWA
4
SOA Wealth Advisors
New York
$3.05M
5
Northern Trust
5
Northern Trust
Illinois
$2.29M

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$0
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$132K
3
AP
3
Adero Partners
California
$11.6M
4
MGW
4
MB Generational Wealth
Washington
$265K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.57M
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$140M 14,317,589 +602,948 +4%
BJL
2
Brighton Jones LLC
Washington
$27.4M 2,793,065 +98,802 +4%
MWM
3
Merriman Wealth Management
Washington
$17.9M 1,824,016 +58,808 +3%
AP
4
Adero Partners
California
$11.6M 1,183,779 -151,670 -11%
FPF
5
First Pacific Financial
Washington
$11.3M 1,147,919 +77,586 +7%
MWM
6
Mission Wealth Management
California
$8.1M 826,464 -3,322 -0.4%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.57M 567,083 -75,439 -12%
PI
8
PFG Investments
New York
$5.23M 533,053 +533,053 New
CCM
9
Colorado Capital Management
Colorado
$4.99M 508,779 +64,286 +14%
BRIA
10
Balanced Rock Investment Advisors
Massachusetts
$3.85M 393,158 -64,923 -14%
PCIA
11
Prime Capital Investment Advisors
Kansas
$3.67M 374,184 +374,184 New
WCWM
12
Willow Creek Wealth Management
California
$3.35M 341,926 +4,202 +1%
SWA
13
SOA Wealth Advisors
New York
$3.05M 311,175 +311,175 New
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$2.47M 251,686 -37,948 -13%
RLIM
15
Red Lighthouse Investment Management
New York
$2.36M 240,275 +829 +0.3%
PWM
16
Perigon Wealth Management
California
$2.32M 236,151 -10,619 -4%
Northern Trust
17
Northern Trust
Illinois
$2.29M 233,261 +233,261 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.59M 160,130 +19,783 +14%
Jane Street
19
Jane Street
New York
$1.53M 156,153 +141,821 +990%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$1.49M 152,196 +19,923 +15%
HWM
21
Hemington Wealth Management
Virginia
$1.4M 143,053 +8,752 +7%
SC
22
Savant Capital
Illinois
$1.38M 140,735 -72,844 -34%
MWM
23
Meritas Wealth Management
California
$1.11M 113,427 +113,427 New
LFA
24
Level Financial Advisors
New York
$924K 94,254 -1,221 -1%
MWM
25
Modera Wealth Management
New Jersey
$729K 74,363 +3,757 +5%
1
2 3