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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMH
376
Cornerstone Capital Management Holdings
New York
$2.52M +$173K +2,088 +7%
EVM
377
Eaton Vance Management
Massachusetts
$2.52M -$93.2K -1,123 -4%
WI
378
Wintrust Investments
Illinois
$2.51M +$365K +4,399 +17%
SSB
379
Sandy Spring Bank
Maryland
$2.49M -$34.3K -413 -1%
DJSG
380
D.J. St. Germain
Massachusetts
$2.48M +$272K +3,275 +12%
AI
381
Atria Investments
North Carolina
$2.47M +$655K +7,897 +36%
OFW
382
Omnia Family Wealth
Florida
$2.46M +$882K +10,637 +56%
IA
383
IndexIQ Advisors
New York
$2.45M +$478K +5,760 +24%
RJT
384
Raymond James Trust
Florida
$2.45M -$81.5K -982 -3%
JWA
385
JFS Wealth Advisors
Pennsylvania
$2.4M
WS
386
Wedbush Securities
California
$2.39M +$740K +8,926 +44%
NFC
387
Northeast Financial Consultants
Connecticut
$2.39M +$87.4K +1,054 +4%
DHFB
388
Dixon Hubard Feinour & Brown
Virginia
$2.38M -$664 -8 -0%
WCM
389
Windsor Capital Management
Arizona
$2.38M +$125K +1,505 +6%
GWA
390
Guidant Wealth Advisors
Illinois
$2.35M +$102K +1,226 +5%
FPB
391
First PREMIER Bank
South Dakota
$2.31M
QIM
392
Quest Investment Management
Oregon
$2.3M +$1.14M +13,685 +97%
NWM
393
Northwest Wealth Management
Iowa
$2.3M -$72.8K -877 -3%
CS
394
Comerica Securities
Michigan
$2.28M +$2.29M +27,625 New
HT
395
HighTower Trust
Texas
$2.28M +$381K +4,590 +20%
IP
396
Investment Partners
Ohio
$2.25M -$9.71K -117 -0.4%
CAM
397
Covenant Asset Management
New Jersey
$2.23M +$1.49M +17,974 +199%
NR
398
Newfound Research
Massachusetts
$2.23M +$2.24M +26,969 New
CL
399
CPWM LLC
Washington
$2.21M -$104K -1,255 -4%
GA
400
Geneva Advisors
Illinois
$2.21M -$27.2K -328 -1%

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.