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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
IWM
926
IHT Wealth Management
Illinois
$23K +$2.41K +29 +12%
HCC
927
Hirtle Callaghan & Co
Pennsylvania
$21K
SIAP
928
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K
JCM
929
Jacobi Capital Management
Pennsylvania
$20K +$1.91K +23 +10%
GI
930
Gradient Investments
Minnesota
$19K +$8.54K +103 +84%
EWM
931
Edge Wealth Management
New York
$18K -$35.1K -423 -66%
IDBONY
932
Israel Discount Bank of New York
New York
$16K -$1.47M -17,665 -99%
BC
933
Barnett & Company
Tennessee
$15K
VNA
934
Valley National Advisers
Pennsylvania
$14K
DPA
935
Delphi Private Advisors
California
$13K -$4.56K -55 -25%
CFS
936
Commonwealth Financial Services
West Virginia
$13K
SPIA
937
Strategic Point Investment Advisors
Rhode Island
$10.4K -$1.5M -18,131 -13%
CHP
938
Cable Hill Partners
Oregon
$9K -$5.39K -65 -38%
AP
939
Atwood & Palmer
Missouri
$8K -$16.2K -195 -66%
HCM
940
Highlander Capital Management
New Jersey
$7K
ED
941
Exane Derivatives
France
$5.62K +$5.64K +68 New
ECM
942
Exchange Capital Management
Michigan
$4K +$3.57K +43 New
IP
943
Isthmus Partners
Wisconsin
$2K
WP
944
WealthPLAN Partners
Nebraska
$1.82K +$1.82K +22 New
NDSI
945
Newman Dignan & Sheerar Inc
Rhode Island
$1.13K +$4.56K +55 +0.4%
OAJ
946
Ogorek Anthony Joseph
New York
$1K
Walleye Trading
947
Walleye Trading
New York
$830 +$500K +6,028 +150%
OTPPB
948
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$15.1M -182,500 Closed
ACM
949
Archer Capital Management
New York
-$14.4M -174,200 Closed
Alyeska Investment Group
950
Alyeska Investment Group
Illinois
-$9.49M -115,000 Closed

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.