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Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

63 hedge funds and large institutions have $329M invested in Vert Global Sustainable Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 2 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
27
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$2.65M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$2.6M
3
Betterment LLC
3
Betterment LLC
New York
$720K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$3.36M
5
FPF
5
First Pacific Financial
Washington
$14M

Top Sellers

1
AWP
1
Abacus Wealth Partners
California
$161M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$2.27M
3
AP
3
Adero Partners
California
$11.8M
4
PWM
4
Perigon Wealth Management
California
$2.13M
5
MWM
5
Mission Wealth Management
California
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$161M 14,495,448 -196,642 -1%
BJL
2
Brighton Jones LLC
Washington
$32.9M 2,958,745 -19,475 -0.7%
MWM
3
Merriman Wealth Management
Washington
$22.6M 2,030,984 +29,800 +1%
FPF
4
First Pacific Financial
Washington
$14M 1,263,037 +44,944 +4%
AP
5
Adero Partners
California
$11.8M 1,065,644 -40,407 -4%
WWA
6
WCG Wealth Advisors
Nevada
$8.79M 790,848 +1,162 +0.1%
MWM
7
Mission Wealth Management
California
$8.49M 764,297 -21,356 -3%
PI
8
PFG Investments
New York
$6.56M 590,736 +24,000 +4%
CCM
9
Colorado Capital Management
Colorado
$5.73M 516,161 -4,827 -0.9%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.65M 507,734 -16,883 -3%
WCWM
11
Willow Creek Wealth Management
California
$4.57M 411,638 +9,006 +2%
BRIA
12
Balanced Rock Investment Advisors
Massachusetts
$4.54M 408,847 -3,997 -1%
SWA
13
SOA Wealth Advisors
New York
$3.92M 352,548 +6,121 +2%
KOC
14
Koss-Olinger Consulting
Florida
$3.89M 350,511 +3,963 +1%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$3.36M 302,178 +61,019 +25%
RLIM
16
Red Lighthouse Investment Management
New York
$2.7M 243,304 +2,272 +0.9%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$2.65M 238,767 +217,304 +1,012%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$2.6M 233,602 +83,641 +56%
PCIA
19
Prime Capital Investment Advisors
Kansas
$2.27M 204,518 -87,830 -30%
PWM
20
Perigon Wealth Management
California
$2.13M 191,610 -37,056 -16%
Northern Trust
21
Northern Trust
Illinois
$1.75M 157,422 – –
MWM
22
Meritas Wealth Management
California
$1.72M 154,993 +21,478 +16%
HWM
23
Hemington Wealth Management
Virginia
$1.39M 130,101 -12,952 -9%
LFA
24
Level Financial Advisors
New York
$1.04M 93,720 -5,689 -6%
SC
25
Savant Capital
Illinois
$1.01M 91,199 -9,259 -9%
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