Vanguard Real Estate ETF
698 hedge funds and large institutions have $13B invested in Vanguard Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 292 increasing their positions, 273 reducing their positions, and 68 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 273
0.16% more ownership
Funds ownership: 54.46% → 54.62% (+0.16%)
4% less funds holding
Funds holding: 730 → 698 (-32)
18% less capital invested
Capital invested by funds: $15.8B → $13B (-$2.78B)
19% less funds holding in top 10
Funds holding in top 10: 121 → 98 (-23)
32% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 68
87% less call options, than puts
Call options by funds: $28.9M | Put options by funds: $215M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$84.1M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$80.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$41.5M |
| 4 |
Two Sigma Investments
New York
|
+$34.8M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$439M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$209M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$78.2M |
| 4 |
Morgan Stanley
New York
|
-$69.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$60.5M |
VNQ Hedge Fund Activity: Q2 2015 in Review
698 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2015, worth a combined $13B — down 18% from $15.8B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of VNQ and 46 opened new positions — a net loss of 22 holders — while 273 trimmed existing stakes and 292 added.
The largest buyer was Goldman Sachs, adding an estimated $84.1M. The largest seller was Windhaven Investment Management, cutting an estimated $439M.
- 698 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2015, down from 730 in Q1 2015.
- Funds reported $13B of Vanguard Real Estate ETF stock for Q2 2015, down 18% quarter-over-quarter.
- 46 funds opened new Vanguard Real Estate ETF positions in Q2 2015 and 68 closed out, a net change of -22 holders.
- The largest Vanguard Real Estate ETF buyer in Q2 2015 was Goldman Sachs, an estimated $84.1M added.
- The largest Vanguard Real Estate ETF seller in Q2 2015 was Windhaven Investment Management, an estimated $439M sold.
Based on aggregated 13F filings for Q2 2015.