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Vanguard Real Estate ETF

717 hedge funds and large institutions have $15.6B invested in Vanguard Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 320 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 21

81% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 177

27% more funds holding in top 10

Funds holding in top 10: 97123 (+26)

18% more funds holding

Funds holding: 609717 (+108)

16% more capital invested

Capital invested by funds: $13.4B → $15.6B (+$2.2B)

0.1% more ownership

Funds ownership: 57.47%57.58% (+0.1%)

87% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $127M

Holders
717
Holders Change
+108
Holders Change %
+17.73%
% of All Funds
19.13%
Holding in Top 10
123
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+26.8%
% of All Funds
3.28%
New
140
Increased
320
Reduced
177
Closed
21
Calls
$16.7M
Puts
$127M
Net Calls
-$111M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
76
Central Bank & Trust
Kentucky
$25.8M -$2.18M -27,762 -8%
RJA
77
Raymond James & Associates
Florida
$25.2M +$7.54M +96,108 +45%
TWM
78
Tanglewood Wealth Management
Texas
$25.1M -$681K -8,683 -3%
Kayne Anderson Rudnick Investment Management
79
Kayne Anderson Rudnick Investment Management
California
$24.9M +$3.4M +43,381 +16%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$24.6M +$1.65M +21,068 +7%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$24.1M +$3.94M +50,282 +20%
First Trust Advisors
82
First Trust Advisors
Illinois
$23.9M -$1.21M -15,394 -5%
RA
83
RFG Advisory
Alabama
$23.7M +$23M +293,179 New
NLI
84
Nippon Life Insurance
Japan
$23.7M +$443K +5,644 +2%
AA
85
Ancora Advisors
Ohio
$23.4M +$1.46M +18,593 +7%
FMLI
86
Fukoku Mutual Life Insurance
Japan
$22.7M
MAA
87
Managed Account Advisors
New Jersey
$22.6M +$11M +140,631 +102%
FI
88
FormulaFolio Investments
Michigan
$22.4M +$21.7M +276,365 New
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
$21.9M
WF
90
WealthTrust Fairport
Ohio
$21.8M +$2.96M +37,741 +16%
SPIA
91
Strategic Point Investment Advisors
Rhode Island
$21.7M +$443K +5,647 +2%
CBB
92
Citizens Business Bank
California
$21.5M +$477K +6,080 +2%
Barclays
93
Barclays
United Kingdom
$21M -$15.3M -194,821 -43%
CC
94
Cassaday & Co
Virginia
$20.7M +$20.1M +255,984 New
TRCT
95
Tower Research Capital (TRC)
New York
$20.4M +$11.7M +149,394 +145%
Deutsche Bank
96
Deutsche Bank
Germany
$20.4M +$9.69M +123,454 +97%
AIM
97
Acropolis Investment Management
Missouri
$20.3M -$51.7K -659 -0.3%
Rafferty Asset Management
98
Rafferty Asset Management
New York
$20.2M +$14.2M +181,237 +266%
Stifel Financial
99
Stifel Financial
Missouri
$20M +$12M +152,460 +161%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$19.8M +$1.2M +15,328 +7%