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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $16.2B invested in Vanguard Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 593 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $967M

7% more capital invested

Capital invested by funds: $15.1B → $16.2B (+$1.01B)

0.36% more ownership

Funds ownership: 56.65%57.02% (+0.36%)

4% less funds holding

Funds holding: 1,2751,219 (-56)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

34% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 128

37% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 593

Holders
1,219
Holders Change
-56
Holders Change %
-4.39%
% of All Funds
24.99%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
2.36%
New
85
Increased
372
Reduced
593
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
226
Buffington Mohr McNeal
Idaho
$6.51M -$156K -2,056 -2%
KCM
227
Kanawha Capital Management
Virginia
$6.51M +$167K +2,200 +3%
PFPT
228
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.51M -$1.16M -15,341 -16%
AC
229
Alexandria Capital
Virginia
$6.48M +$1.01M +13,269 +19%
AFC
230
Adaptive Financial Consulting
Ohio
$6.46M -$229K -3,019 -4%
NCM
231
Neumann Capital Management
California
$6.38M -$33.1K -436 -0.5%
TFA
232
Transamerica Financial Advisors
Florida
$6.26M +$5.9M +77,805 +4,183%
Natixis Advisors
233
Natixis Advisors
Massachusetts
$6.22M +$3.26K +43 +0.1%
CIM
234
Confluence Investment Management
Missouri
$6.21M +$119K +1,572 +2%
EH
235
Equitable Holdings
New York
$6.16M -$2.39M -31,502 -29%
CA
236
Cetera Advisors
Colorado
$6.1M +$147K +1,945 +3%
CAI
237
Capital Advisors Inc
Oklahoma
$6.03M -$9.76M -128,748 -63%
UBG
238
United Bank (Georgia)
Georgia
$5.97M -$1.52M -20,093 -21%
Squarepoint
239
Squarepoint
New York
$5.95M +$5.74M +75,778 New
PWPCM
240
Perella Weinberg Partners Capital Management
New York
$5.9M
AWM
241
Avior Wealth Management
Nebraska
$5.84M +$216K +2,844 +4%
FM
242
Foster & Motley
Ohio
$5.84M +$118K +1,556 +2%
HWMG
243
Hurlow Wealth Management Group
Indiana
$5.79M +$523K +6,901 +10%
G
244
GenTrust
Florida
$5.78M +$1.21M +15,922 +28%
CASB
245
Cape Ann Savings Bank
Massachusetts
$5.75M +$5.55M +73,156 New
ECM
246
Evergreen Capital Management
Washington
$5.74M -$325K -4,287 -6%
FTI
247
Fiduciary Trust International
Massachusetts
$5.73M +$4.13M +54,470 +294%
OFG
248
Omega Financial Group
California
$5.72M -$71.8K -947 -1%
BCM
249
Brookstone Capital Management
Illinois
$5.69M +$471K +6,217 +9%
SW
250
SVB Wealth
Massachusetts
$5.69M +$5.46M +71,965 +15,119%

VNQ Hedge Fund Activity: Q2 2020 in Review

1,219 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2020, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of VNQ and 85 opened new positions — a net loss of 43 holders — while 593 trimmed existing stakes and 372 added.

The largest buyer was Fidelity Investments, adding an estimated $775M. The largest seller was Osaic Holdings, cutting an estimated $235M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2020, down from 1,275 in Q1 2020.
  • Funds reported $16.2B of Vanguard Real Estate ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 85 funds opened new Vanguard Real Estate ETF positions in Q2 2020 and 128 closed out, a net change of -43 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2020 was Fidelity Investments, an estimated $775M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2020.