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Vanguard Real Estate ETF

943 hedge funds and large institutions have $19.1B invested in Vanguard Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 422 increasing their positions, 342 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

23% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 342

1% more funds holding

Funds holding: 931943 (+12)

1% more capital invested

Capital invested by funds: $19B → $19.1B (+$152M)

0.8% more ownership

Funds ownership: 55.23%56.03% (+0.8%)

4% less funds holding in top 10

Funds holding in top 10: 125120 (-5)

58% less call options, than puts

Call options by funds: $198M | Put options by funds: $470M

Holders
943
Holders Change
+12
Holders Change %
+1.29%
% of All Funds
23.51%
Holding in Top 10
120
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4%
% of All Funds
2.99%
New
61
Increased
422
Reduced
342
Closed
42
Calls
$198M
Puts
$470M
Net Calls
-$272M
Net Calls Change
-$267M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
26
Beacon Capital Management Inc (Ohio)
Ohio
$116M +$4.11M +49,195 +4%
Prudential Financial
27
Prudential Financial
New Jersey
$112M +$13.6M +162,584 +14%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$108M +$6.04M +72,252 +6%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$105M -$66.2M -792,623 -38%
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$105M -$6.68M -79,900 -6%
VA
31
Valmark Advisers
Ohio
$94.4M +$1.98M +23,655 +2%
Allianz Asset Management
32
Allianz Asset Management
Germany
$87.3M +$20.3M +242,971 +30%
SLF
33
Sun Life Financial
Ontario, Canada
$87M
MRC
34
Millburn Ridgefield Corp
New York
$86.8M +$4.21M +50,431 +5%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$86.2M +$30.8M +368,797 +55%
TI
36
Truepoint Inc
Ohio
$85.5M +$2.56M +30,603 +3%
CCA
37
Catalyst Capital Advisors
New York
$85.3M +$4.81M +57,614 +6%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78.2M +$5.14M +61,570 +7%
M&T Bank
39
M&T Bank
New York
$76.8M +$4.76M +57,019 +7%
AssetMark Inc
40
AssetMark Inc
California
$71.6M +$24.1M +288,068 +50%
UCFA
41
United Capital Financial Advisors
Texas
$70.3M +$9.55M +114,304 +16%
GC
42
Gibson Capital
Pennsylvania
$69.5M +$447K +5,354 +0.6%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$69M +$1.33M +15,911 +2%
QI
44
QS Investors
New York
$66.9M +$3.81M +45,631 +6%
RJA
45
Raymond James & Associates
Florida
$66.1M +$4.97M +59,501 +8%
LC
46
Lourd Capital
California
$61.3M +$3.73M +44,660 +6%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$58.7M +$188K +2,250 +0.3%
CPO
48
Cerity Partners OCIO
New York
$54.5M +$3.11M +37,190 +6%
USAA
49
United Services Automobile Association
Texas
$51.1M -$13M -155,684 -20%
VCP
50
Vista Capital Partners
Oregon
$50.3M +$1.9M +22,707 +4%