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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
676
Boltwood Capital Management
California
$535K
GLA
677
Good Life Advisors
Pennsylvania
$535K +$98.6K +1,188 +23%
HCP
678
Holt Capital Partners
Texas
$532K
SGS
679
Sterling Global Strategies
California
$532K +$534K +6,440 New
PGFC
680
Peapack-Gladstone Financial Corp
New Jersey
$531K +$256K +3,080 +92%
AWP
681
Ascent Wealth Partners
New York
$530K +$5.81K +70 +1%
AFP
682
Ausdal Financial Partners
Iowa
$528K -$8.71K -105 -2%
BCP
683
Berkeley Capital Partners
Georgia
$517K -$28K -337 -5%
RWG
684
Regal Wealth Group
California
$517K +$17.2K +207 +3%
OAM
685
Occidental Asset Management
California
$513K -$1.68M -20,234 -77%
SA
686
SpiderRock Advisors
Delaware
$512K
NQWM
687
Northwest Quadrant Wealth Management
Oregon
$505K -$24.7K -298 -5%
CC
688
Cassaday & Co
Virginia
$502K -$689K -8,300 -58%
PAG
689
Pinnacle Advisory Group
Maryland
$502K +$156K +1,880 +45%
ACP
690
Aviance Capital Partners
Florida
$501K +$133K +1,607 +36%
IWA
691
Inspirion Wealth Advisors
Illinois
$500K +$196K +2,357 +64%
FNBOH
692
First National Bank of Hutchinson
Kansas
$499K +$134K +1,620 +37%
NFP
693
Narus Financial Partners
Utah
$496K -$12.6K -152 -2%
WIM
694
Westside Investment Management
California
$496K +$83.5K +1,007 +20%
HH
695
Hilltop Holdings
Texas
$495K -$12.9K -155 -3%
RG
696
Renaissance Group
Kentucky
$495K
OSNBOA
697
Old Second National Bank of Aurora
Illinois
$493K -$211K -2,546 -30%
GRP
698
Global Retirement Partners
California
$493K +$45.3K +546 +10%
MSAM
699
Moloney Securities Asset Management
Missouri
$488K -$39.7K -479 -7%
GT
700
Glenview Trust
Kentucky
$488K +$22.6K +272 +5%

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.