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Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

60 hedge funds and large institutions have $285M invested in Vert Global Sustainable Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
29
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWA
1
WCG Wealth Advisors
Nevada
$7.64M
2
AWP
2
Abacus Wealth Partners
California
$142M
3
KOC
3
Koss-Olinger Consulting
Florida
$3.35M
4
BJL
4
Brighton Jones LLC
Washington
$28.8M
5
MWM
5
Merriman Wealth Management
Washington
$19.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$370K
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$2.83M
3
Jane Street
3
Jane Street
New York
$720K
4
AP
4
Adero Partners
California
$10.7M
5
Northern Trust
5
Northern Trust
Illinois
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$142M 14,692,090 +374,501 +3%
BJL
2
Brighton Jones LLC
Washington
$28.8M 2,978,220 +185,155 +7%
MWM
3
Merriman Wealth Management
Washington
$19.4M 2,001,184 +177,168 +10%
FPF
4
First Pacific Financial
Washington
$11.8M 1,218,093 +70,174 +6%
AP
5
Adero Partners
California
$10.7M 1,106,051 -77,728 -7%
WWA
6
WCG Wealth Advisors
Nevada
$7.64M 789,686 +789,686 New
MWM
7
Mission Wealth Management
California
$7.6M 785,653 -40,811 -5%
PI
8
PFG Investments
New York
$5.48M 566,736 +33,683 +6%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.07M 524,617 -42,466 -7%
CCM
10
Colorado Capital Management
Colorado
$5.04M 520,988 +12,209 +2%
BRIA
11
Balanced Rock Investment Advisors
Massachusetts
$3.99M 412,844 +19,686 +5%
WCWM
12
Willow Creek Wealth Management
California
$3.89M 402,632 +60,706 +18%
KOC
13
Koss-Olinger Consulting
Florida
$3.35M 346,548 +346,548 New
SWA
14
SOA Wealth Advisors
New York
$3.35M 346,427 +35,252 +11%
PCIA
15
Prime Capital Investment Advisors
Kansas
$2.83M 292,348 -81,836 -22%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$2.33M 241,159 -10,527 -4%
RLIM
17
Red Lighthouse Investment Management
New York
$2.33M 241,032 +757 +0.3%
PWM
18
Perigon Wealth Management
California
$2.21M 228,666 -7,485 -3%
Northern Trust
19
Northern Trust
Illinois
$1.52M 157,422 -75,839 -33%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$1.45M 149,961 -2,235 -1%
HWM
21
Hemington Wealth Management
Virginia
$1.38M 143,053 – –
MWM
22
Meritas Wealth Management
California
$1.29M 133,515 +20,088 +18%
SC
23
Savant Capital
Illinois
$971K 100,458 -40,277 -29%
LFA
24
Level Financial Advisors
New York
$961K 99,409 +5,155 +5%
MWM
25
Modera Wealth Management
New Jersey
$796K 82,276 +7,913 +11%
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