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Vanguard Real Estate ETF

717 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 320 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 21

81% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 177

27% more funds holding in top 10

Funds holding in top 10: 97123 (+26)

18% more funds holding

Funds holding: 609717 (+108)

16% more capital invested

Capital invested by funds: $13.4B → $15.6B (+$2.2B)

0.1% more ownership

Funds ownership: 57.47%57.58% (+0.1%)

87% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $127M

Holders
717
Holders Change
+108
Holders Change %
+17.73%
% of All Funds
19.13%
Holding in Top 10
123
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+26.8%
% of All Funds
3.28%
New
140
Increased
320
Reduced
177
Closed
21
Calls
$16.7M
Puts
$127M
Net Calls
-$111M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$85.6M +$3.65M +46,507 +5%
CC
27
Curian Capital
Colorado
$78.6M +$24.6M +313,308 +48%
TCT
28
TIAA CREF Trust
Missouri
$72.3M +$8.43M +107,429 +14%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$68.1M +$6.31M +80,429 +11%
GC
30
Gibson Capital
Pennsylvania
$66.6M -$7.05M -89,811 -10%
AllianceBernstein
31
AllianceBernstein
Tennessee
$65.8M +$22.9M +292,040 +56%
BCMIO
32
Beacon Capital Management Inc (Ohio)
Ohio
$63.3M +$10.1M +128,771 +20%
TI
33
Truepoint Inc
Ohio
$63M -$1.09M -13,938 -2%
Toronto Dominion Bank
34
Toronto Dominion Bank
Ontario, Canada
$59.1M +$785K +10,000 +1%
LC
35
Lourd Capital
California
$57.1M +$1.41M +17,959 +3%
RCM
36
Riverhead Capital Management
Delaware
$55.9M
QI
37
QS Investors
New York
$55.7M -$10.1M -129,368 -16%
Allianz Asset Management
38
Allianz Asset Management
Germany
$55.6M -$4.33M -55,167 -7%
SCM
39
SCS Capital Management
Massachusetts
$52.8M -$9.44M -120,388 -16%
PCA
40
Personal Capital Advisors
California
$48.6M +$8.68M +110,704 +23%
Citigroup
41
Citigroup
New York
$47.5M +$38.9M +496,053 +546%
CS
42
Credit Suisse
Switzerland
$46.9M +$10.4M +132,352 +30%
FT
43
Fiduciary Trust
Massachusetts
$46.5M +$2.53M +32,186 +6%
W
44
Wealthfront
California
$46.4M +$6.17M +78,642 +16%
PS
45
Portfolio Solutions
Michigan
$45.3M -$2.33M -29,725 -5%
FIM
46
Freedom Investment Management
Connecticut
$45.3M +$9.62M +122,608 +28%
TAIM
47
TD Ameritrade Investment Management
Nebraska
$44.9M -$2.3M -29,329 -5%
BFPW
48
BOK Financial Private Wealth
Colorado
$43.4M -$376K -4,789 -0.9%
WCM
49
Windham Capital Management
Massachusetts
$41.3M -$11.2M -142,263 -22%
US Bancorp
50
US Bancorp
Minnesota
$41.2M +$13.7M +174,138 +52%