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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
AA
776
AlphaMark Advisors
Kentucky
$340K +$278K +3,350 +435%
SWA
777
SFMG Wealth Advisors
Texas
$338K -$2.74K -33 -0.8%
First Manhattan
778
First Manhattan
New York
$338K +$186K +2,241 +120%
DC
779
Davenport & Co
Virginia
$331K
FAM
780
Formidable Asset Management
Ohio
$330K +$334K +4,030 New
BCA
781
Benchmark Capital Advisors
New York
$315K -$41.5K -500 -12%
CL
782
CIM LLC
New York
$314K +$7.88K +95 +3%
FPCG
783
Fort Pitt Capital Group
Pennsylvania
$311K -$3.73K -45 -1%
FMWA
784
Forvis Mazars Wealth Advisors
Missouri
$311K
SCM
785
Southport Capital Management
Tennessee
$311K
MSR
786
Main Street Research
Connecticut
$306K -$35.5K -428 -10%
MIH
787
Madison Investment Holdings
Wisconsin
$303K +$10.1K +122 +3%
Wolverine Trading
788
Wolverine Trading
Illinois
$303K +$306K +3,686 New
QAM
789
QCI Asset Management
New York
$296K +$52.9K +638 +22%
WAS
790
WESPAC Advisors SoCal
California
$295K
CPA
791
Court Place Advisors
Maryland
$295K
RWMH
792
Riverpoint Wealth Management Holdings
Illinois
$295K +$2.24K +27 +0.8%
MWM
793
Merriman Wealth Management
Washington
$294K +$24.1K +291 +9%
CFB
794
Cullen/Frost Bankers
Texas
$292K +$60.5K +729 +26%
CC
795
Courier Capital
New York
$291K +$83 +1 +0%
NI
796
Numeric Investors
Massachusetts
$289K +$16.6K +200 +6%
NCM
797
New Capital Management
Texas
$289K +$290K +3,497 New
HIIFS
798
Harel Insurance Investments & Financial Services
Israel
$286K +$279K +3,360 New
SAMC
799
Spectrum Asset Management (California)
California
$285K +$286K +3,450 New
AWS
800
AJ Wealth Strategies
New York
$284K

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.