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Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

73 hedge funds and large institutions have $329M invested in Vert Global Sustainable Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-7
Holders Change %
-8.75%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
30
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$37M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$9.93M
3
FTUS
Flow Traders U.S.
New York
$2.04M
4
Osaic Holdings
Osaic Holdings
Arizona
$2.53M
5
SWA
SOA Wealth Advisors
New York
$5.04M

Top Sellers

1
AWP
Abacus Wealth Partners
California
$130M
2
WWA
WCG Wealth Advisors
Nevada
$3.72M
3
BRIA
Balanced Rock Investment Advisors
Massachusetts
$2.42M
4
PCIA
Prime Capital Investment Advisors
Kansas
$1.94M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$130M -$33.5M -3,202,426 -21%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$37M +$12.4M +1,188,475 +51%
BJL
3
Brighton Jones LLC
Washington
$34.2M +$381K +36,382 +1%
FPF
4
First Pacific Financial
Washington
$14.2M +$459K +43,926 +3%
FFM
5
Forum Financial Management
Illinois
$12.7M +$178K +16,991 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$9.93M +$9.91M +947,172 +49,851%
PI
7
PFG Investments
New York
$7.49M +$322K +30,743 +4%
MWM
8
Mission Wealth Management
California
$6.87M -$196K -18,721 -3%
CCM
9
Colorado Capital Management
Colorado
$5.78M +$219K +20,912 +4%
SWA
10
SOA Wealth Advisors
New York
$5.04M +$1.26M +120,241 +33%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.8M -$416K -39,767 -8%
WCWM
12
Willow Creek Wealth Management
California
$4.71M +$50.1K +4,790 +1%
NBWM
13
North Berkeley Wealth Management
California
$4.69M -$16.9K -1,615 -0.4%
WWA
14
WCG Wealth Advisors
Nevada
$3.72M -$3.86M -368,841 -51%
LAMNM
15
Longview Asset Management (New Mexico)
New Mexico
$3.21M +$188K +17,962 +6%
KOC
16
Koss-Olinger Consulting
Florida
$2.95M -$232K -22,157 -7%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$2.73M +$5.4K +516 +0.2%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$2.54M -$298K -28,470 -10%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.53M +$1.45M +138,314 +134%
RLIM
20
Red Lighthouse Investment Management
New York
$2.5M -$17K -1,629 -0.7%
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$2.42M -$930K -88,934 -28%
NI
22
Natural Investments
California
$2.37M -$55.3K -5,289 -2%
SC
23
Savant Capital
Illinois
$2.19M +$655K +62,586 +43%
MWM
24
Meritas Wealth Management
California
$2.07M +$15.1K +1,441 +0.7%
FTUS
25
Flow Traders U.S.
New York
$2.04M +$2.04M +194,704 New
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