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Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

78 hedge funds and large institutions have $337M invested in Vert Global Sustainable Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
16
Increased
32
Reduced
22
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$11.7M
2
AWP
Abacus Wealth Partners
California
$157M
3
BJL
Brighton Jones LLC
Washington
$32.1M
4
PI
PFG Investments
New York
$6.36M
5
FPF
First Pacific Financial
Washington
$13.1M

Top Sellers

1
BRIA
Balanced Rock Investment Advisors
Massachusetts
$3.28M
2
Jane Street
Jane Street
New York
$286K
3
MWM
Mission Wealth Management
California
$7.36M
4
CCM
Colorado Capital Management
Colorado
$5.05M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$157M +$10.1M +999,893 +7%
BJL
2
Brighton Jones LLC
Washington
$32.1M +$2.2M +216,935 +7%
MWM
3
Merriman Wealth Management
Washington
$20.7M +$195K +19,300 +1%
FPF
4
First Pacific Financial
Washington
$13.1M +$349K +34,475 +3%
FFM
5
Forum Financial Management
Illinois
$11.7M +$11.5M +1,134,245 +5,737%
AP
6
Adero Partners
California
$10.7M -$48.2K -4,761 -0.4%
WWA
7
WCG Wealth Advisors
Nevada
$7.9M -$99.6K -9,841 -1%
MWM
8
Mission Wealth Management
California
$7.36M -$371K -36,681 -5%
PI
9
PFG Investments
New York
$6.36M +$380K +37,529 +6%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.2M +$65.1K +6,435 +1%
CCM
11
Colorado Capital Management
Colorado
$5.05M -$171K -16,925 -3%
NBWM
12
North Berkeley Wealth Management
California
$4.62M +$4.62M +456,394 New
WCWM
13
Willow Creek Wealth Management
California
$4.3M +$130K +12,811 +3%
SWA
14
SOA Wealth Advisors
New York
$3.6M +$34.3K +3,394 +1%
KOC
15
Koss-Olinger Consulting
Florida
$3.54M -$7.08K -700 -0.2%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$3.28M +$221K +21,797 +7%
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$3.28M -$862K -85,218 -21%
LAMNM
18
Longview Asset Management (New Mexico)
New Mexico
$2.74M +$2.74M +271,089 New
FPAS
19
Focus Partners Advisor Solutions
Missouri
$2.71M +$293K +28,962 +12%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$2.66M +$298K +29,492 +13%
RLIM
21
Red Lighthouse Investment Management
New York
$2.44M -$24.3K -2,406 -1%
NI
22
Natural Investments
California
$2.21M +$2.21M +218,868 New
PCIA
23
Prime Capital Investment Advisors
Kansas
$1.99M -$83.5K -8,252 -4%
PWM
24
Perigon Wealth Management
California
$1.9M -$45.7K -4,499 -2%
AIC
25
Allodium Investment Consultants
Minnesota
$1.73M +$1.73M +171,095 New
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