VGSR icon

Vert Global Sustainable Real Estate ETF

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
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1
Abacus Wealth Partners
California
$158M
BJL
2
Brighton Jones LLC
Washington
$32.8M
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$23.8M
FPF
4
First Pacific Financial
Washington
$13.3M
FFM
5
Forum Financial Management
Illinois
$12.2M
AP
6
Adero Partners
California
$10.2M
WWA
7
WCG Wealth Advisors
Nevada
$7.35M
PI
8
PFG Investments
New York
$6.95M
MWM
9
Mission Wealth Management
California
$6.85M
CCM
10
Colorado Capital Management
Colorado
$5.39M
HighTower Advisors
11
HighTower Advisors
Illinois
$5.06M
NBWM
12
North Berkeley Wealth Management
California
$4.56M
WCWM
13
Willow Creek Wealth Management
California
$4.52M
SWA
14
SOA Wealth Advisors
New York
$3.67M
BRIA
15
Balanced Rock Investment Advisors
Massachusetts
$3.24M
KOC
16
Koss-Olinger Consulting
Florida
$3.08M
LAMNM
17
Longview Asset Management (New Mexico)
New Mexico
$2.93M
PCIA
18
Prime Capital Investment Advisors
Kansas
$2.76M
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$2.75M
FPAS
20
Focus Partners Advisor Solutions
Missouri
$2.64M
RLIM
21
Red Lighthouse Investment Management
New York
$2.36M
NI
22
Natural Investments
California
$2.35M
PWM
23
Perigon Wealth Management
California
$2.04M
MWM
24
Meritas Wealth Management
California
$2M
AIC
25
Allodium Investment Consultants
Minnesota
$1.83M