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Vanguard Real Estate ETF

851 hedge funds and large institutions have $18.9B invested in Vanguard Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 413 increasing their positions, 279 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 279

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

8% more funds holding in top 10

Funds holding in top 10: 127137 (+10)

2% more funds holding

Funds holding: 837851 (+14)

3% less capital invested

Capital invested by funds: $19.5B → $18.9B (-$597M)

3.05% less ownership

Funds ownership: 57.22%54.17% (-3.1%)

79% less call options, than puts

Call options by funds: $118M | Put options by funds: $554M

Holders
851
Holders Change
+14
Holders Change %
+1.67%
% of All Funds
22.7%
Holding in Top 10
137
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+7.87%
% of All Funds
3.65%
New
65
Increased
413
Reduced
279
Closed
44
Calls
$118M
Puts
$554M
Net Calls
-$436M
Net Calls Change
-$678M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
776
Vigilant Capital Management
Maine
$156K -$21.6K -242 -12%
PVH
777
Psagot Value Holdings
Israel
$156K -$624 -7 -0.4%
KKAMG
778
Kernodle & Katon Asset Management Group
Arkansas
$154K -$6.24K -70 -4%
CHC
779
City Holding Co
West Virginia
$146K -$9.1K -102 -6%
AIM
780
Anchor Investment Management
South Carolina
$146K +$4.55K +51 +3%
HDIM
781
Hanson & Doremus Investment Management
Vermont
$141K -$7.31K -82 -5%
GAM
782
Gemmer Asset Management
California
$128K +$803 +9 +0.6%
CWM
783
Cranbrook Wealth Management
Michigan
$117K -$10.7K -120 -8%
LWM
784
LBA Wealth Management
Florida
$115K +$44.6K +500 +60%
AP
785
Advisors Preferred
Maryland
$115K +$107K +1,205 +996%
LAM
786
Lebenthal Asset Management
New York
$114K +$117K +1,316 New
PMFA
787
Plante Moran Financial Advisors
Michigan
$109K
HI
788
Hudock Inc
Pennsylvania
$108K -$1.16K -13 -1%
NSIM
789
North Star Investment Management
Illinois
$105K +$71.5K +801 +195%
CG
790
Cutler Group
California
$104K +$97K +1,087 +962%
ACS
791
Archford Capital Strategies
Illinois
$102K -$23.1K -259 -18%
IWC
792
Integrated Wealth Counsel
California
$98K -$7.49K -84 -7%
OSNBOA
793
Old Second National Bank of Aurora
Illinois
$92K +$80.8K +906 +588%
HIIFS
794
Harel Insurance Investments & Financial Services
Israel
$92K +$99.8K +1,119 New
FWM
795
Focused Wealth Management
New York
$84K -$4.64K -52 -5%
PCIG
796
Partners Capital Investment Group
Massachusetts
$80K +$624 +7 +0.8%
WEC
797
Winslow Evans & Crocker
Massachusetts
$78K -$33.2K -372 -29%
RFS
798
Rockefeller Financial Services
New York
$77K
WHG
799
Westwood Holdings Group
Texas
$72K -$3.57K -40 -5%
AF
800
Arrow Financial
New York
$72K

VNQ Hedge Fund Activity: Q3 2016 in Review

851 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2016, worth a combined $18.9B — down 3.1% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VNQ positions and 44 closed out — a net gain of 21 holders — while 413 added to existing stakes and 279 trimmed.

The largest buyer was Bank of America, adding an estimated $151M. The largest seller was Wells Fargo, cutting an estimated $423M.

  • 851 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2016, up from 837 in Q2 2016.
  • Funds reported $18.9B of Vanguard Real Estate ETF stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 65 funds opened new Vanguard Real Estate ETF positions in Q3 2016 and 44 closed out, a net change of +21 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2016 was Bank of America, an estimated $151M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2016 was Wells Fargo, an estimated $423M sold.

Based on aggregated 13F filings for Q3 2016.