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Vanguard Real Estate ETF

1,118 hedge funds and large institutions have $16B invested in Vanguard Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 382 increasing their positions, 455 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 76

15% more funds holding in top 10

Funds holding in top 10: 106122 (+16)

8% more funds holding

Funds holding: 1,0351,118 (+83)

2.89% less ownership

Funds ownership: 60.49%57.6% (-2.9%)

16% less capital invested

Capital invested by funds: $19.1B → $16B (-$3.03B)

16% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 455

88% less call options, than puts

Call options by funds: $169M | Put options by funds: $1.44B

Holders
1,118
Holders Change
+83
Holders Change %
+8.02%
% of All Funds
24.91%
Holding in Top 10
122
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+15.09%
% of All Funds
2.72%
New
170
Increased
382
Reduced
455
Closed
76
Calls
$169M
Puts
$1.44B
Net Calls
-$1.27B
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Synovus Financial
Georgia
$47.5M +$26.1M +331,399 +108%
RMC
52
Regis Management Company
California
$46.9M +$7.27M +92,235 +17%
Nisa Investment Advisors
53
Nisa Investment Advisors
Missouri
$40.3M +$42.6M +540,197 New
Neuberger Berman Group
54
Neuberger Berman Group
New York
$40.1M +$5.75M +72,943 +16%
ST
55
Sageworth Trust
Pennsylvania
$40M +$2.43M +30,806 +6%
LC
56
Lourd Capital
California
$38.2M -$1.36M -17,320 -3%
CNHF
57
Conrad N. Hilton Foundation
California
$37.8M -$19.7M -249,901 -33%
PS
58
Portfolio Solutions
Michigan
$37.6M -$2.38M -30,203 -6%
AL
59
Aspiriant LLC
California
$37.3M +$149K +1,895 +0.4%
Mariner
60
Mariner
Kansas
$37M -$205K -2,607 -0.5%
PFA
61
Pure Financial Advisors
California
$36M +$319K +4,045 +0.8%
MG
62
McCutchen Group
Washington
$34.7M -$4.25M -53,986 -10%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$33.9M +$2.7M +34,223 +8%
Stifel Financial
64
Stifel Financial
Missouri
$33.7M +$8.68M +110,135 +32%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$33.6M +$541K +6,863 +2%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$33.3M +$12.7M +161,610 +57%
BFPW
67
BOK Financial Private Wealth
Colorado
$33.2M -$719K -9,128 -2%
TA
68
Tiedemann Advisors
New York
$33M +$27.8M +353,497 +394%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$32.8M +$7.75M +98,383 +29%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$32.8M +$3.34M +42,441 +11%
LSAG
71
Lake Street Advisors Group
New Hampshire
$32.5M +$858K +10,892 +3%
HighTower Advisors
72
HighTower Advisors
Illinois
$32M -$1.29M -16,387 -4%
HFS
73
HL Financial Services
Kentucky
$31.8M +$1.59M +20,132 +5%
PNC
74
Park National Corp
Ohio
$31.8M -$83.1K -1,055 -0.2%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$30.7M -$2.7M -34,263 -8%