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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
EWM
651
Edge Wealth Management
New York
$93K +$38.8K +494 +77%
MAS
652
Madden Advisory Services
Florida
$92K -$32.2K -410 -27%
IC
653
Intersect Capital
California
$92K +$88.7K +1,130 New
BC
654
Bartlett & Co
Ohio
$90K +$27.9K +356 +47%
VNA
655
Valley National Advisers
Pennsylvania
$88K +$107K +1,370 New
Manulife (Manufacturers Life Insurance)
656
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.6K +$51M +649,953 +155%
CFA
657
Carroll Financial Associates
North Carolina
$79K +$71.4K +910 New
DBT
658
Dubuque Bank & Trust
Iowa
$78K
GGPS
659
Gary Goldberg Planning Services
New York
$77K
HI
660
Hudock Inc
Pennsylvania
$77K
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K +$26.7K +340 +57%
CHC
662
City Holding Co
West Virginia
$75K
S
663
SignatureFD
Georgia
$74K +$29.6K +377 +70%
IPC
664
Independent Portfolio Consultants
Florida
$70K
JFA
665
JNBA Financial Advisors
Minnesota
$63K
SEI Investments
666
SEI Investments
Pennsylvania
$62K +$59.5K +758 New
EFSCE
667
Enterprise Financial Services Corp (EFSC)
Missouri
$60K
KT
668
Kanaly Trust
Texas
$60K
WC
669
Whitnell & Co
Illinois
$58K
MAM
670
Meeder Asset Management
Ohio
$57K
VIA
671
Vantage Investment Advisors
Pennsylvania
$57K +$29.9K +381 +119%
AA
672
Apriem Advisors
California
$49K +$20K +255 +73%
BIM
673
BlackRock Investment Management
Delaware
$46K +$30.4K +387 +221%
SIG
674
Stanford Investment Group
California
$46K +$44.3K +565 New
WEC
675
Winslow Evans & Crocker
Massachusetts
$42K