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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
LCM
501
Liberty Capital Management
Michigan
$1.65M +$141K +1,859 +10%
BFA
502
Bragg Financial Advisors
North Carolina
$1.64M -$177K -2,335 -10%
HCMT
503
Highland Capital Management (Tennessee)
Tennessee
$1.63M +$4.47K +59 +0.3%
FMBTD
504
First Midwest Bank Trust Division
Illinois
$1.63M -$65.9K -869 -4%
GRP
505
Global Retirement Partners
California
$1.62M +$26.9K +355 +2%
SWM
506
SeaCrest Wealth Management
New York
$1.62M +$486K +6,413 +45%
SIAS
507
Shine Investment Advisory Services
Colorado
$1.61M
S
508
SimplyRich
California
$1.61M -$11.1K -147 -0.7%
FLI
509
Family Legacy Inc
South Carolina
$1.6M +$64.4K +850 +4%
IP
510
Investment Partners
Ohio
$1.6M +$22.1K +291 +1%
FWP
511
FAS Wealth Partners
Kansas
$1.59M +$1.32M +17,451 +610%
DHFB
512
Dixon Hubard Feinour & Brown
Virginia
$1.59M +$288K +3,797 +24%
ACP
513
Ashfield Capital Partners
California
$1.58M -$71.5K -943 -4%
AAM
514
Ameraudi Asset Management
New York
$1.57M +$79.6K +1,050 +6%
CSIC
515
Clifford Swan Investment Counsel
California
$1.56M -$17.4K -230 -1%
MG
516
Mather Group
Illinois
$1.55M -$268K -3,531 -15%
PBF
517
Petix & Botte Financial
California
$1.54M +$1.42M +18,725 +93%
CHC
518
City Holding Co
West Virginia
$1.54M +$103K +1,365 +8%
LIM
519
Leavell Investment Management
Alabama
$1.53M -$103K -1,364 -7%
GT
520
Glenview Trust
Kentucky
$1.53M -$192K -2,536 -12%
WB
521
WesBanco Bank
West Virginia
$1.52M +$6.22K +82 +0.4%
BC
522
Burleson & Co
California
$1.51M -$60.8K -802 -4%
SWM
523
SVA Wealth Management
Wisconsin
$1.51M -$1.79M -23,606 -55%
RC
524
Roundview Capital
New Jersey
$1.51M +$464K +6,115 +47%
22CM
525
20/20 Capital Management
California
$1.5M +$53.1K +701 +4%

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.