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Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

80 hedge funds and large institutions have $342M invested in Vert Global Sustainable Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
41
Reduced
23
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$20.5M
2
AWP
Abacus Wealth Partners
California
+$1.22M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$771K
4
BJL
Brighton Jones LLC
Washington
+$630K
5
PI
PFG Investments
New York
+$581K

Top Sellers

1
WWA
WCG Wealth Advisors
Nevada
-$569K
2
AP
Adero Partners
California
-$540K
3
MWM
Mission Wealth Management
California
-$529K
4
KOC
Koss-Olinger Consulting
Florida
-$467K
5
NL
NWAM LLC
Washington
-$195K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$158M +$1.22M +120,148 +0.8%
BJL
2
Brighton Jones LLC
Washington
$32.8M +$630K +62,086 +2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$23.8M +$20.5M +2,025,678 +625%
FPF
4
First Pacific Financial
Washington
$13.3M +$131K +12,881 +1%
FFM
5
Forum Financial Management
Illinois
$12.2M +$462K +45,543 +4%
AP
6
Adero Partners
California
$10.2M -$540K -53,265 -5%
WWA
7
WCG Wealth Advisors
Nevada
$7.35M -$569K -56,086 -7%
PI
8
PFG Investments
New York
$6.95M +$581K +57,306 +9%
MWM
9
Mission Wealth Management
California
$6.85M -$529K -52,162 -7%
CCM
10
Colorado Capital Management
Colorado
$5.39M +$330K +32,529 +7%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.06M -$155K -15,265 -3%
NBWM
12
North Berkeley Wealth Management
California
$4.56M -$67K -6,609 -1%
WCWM
13
Willow Creek Wealth Management
California
$4.52M +$213K +21,026 +5%
SWA
14
SOA Wealth Advisors
New York
$3.67M +$56.3K +5,551 +2%
BRIA
15
Balanced Rock Investment Advisors
Massachusetts
$3.24M -$37.2K -3,665 -1%
KOC
16
Koss-Olinger Consulting
Florida
$3.08M -$467K -46,010 -13%
LAMNM
17
Longview Asset Management (New Mexico)
New Mexico
$2.93M +$185K +18,291 +7%
PCIA
18
Prime Capital Investment Advisors
Kansas
$2.76M +$771K +76,065 +39%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$2.75M +$86.5K +8,530 +3%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$2.64M -$74.7K -7,367 -3%
RLIM
21
Red Lighthouse Investment Management
New York
$2.36M -$6.11K -623 -0.3%
NI
22
Natural Investments
California
$2.35M +$134K +13,257 +6%
PWM
23
Perigon Wealth Management
California
$2.04M +$145K +14,302 +8%
MWM
24
Meritas Wealth Management
California
$2M +$374K +36,863 +23%
AIC
25
Allodium Investment Consultants
Minnesota
$1.83M +$93.7K +9,245 +5%
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