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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
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$28.8M +$2.19M +26,458 +8%
KC
77
Kepos Capital
New York
$28.6M +$9.18M +110,700 +47%
UB
78
UMB Bank
Missouri
$28.5M +$1.89M +22,763 +7%
AA
79
Ancora Advisors
Ohio
$28.4M -$105K -1,263 -0.4%
Brown Advisory
80
Brown Advisory
Maryland
$27.4M -$637K -7,675 -2%
MIFH
81
Migdal Insurance & Financial Holdings
Israel
$26.8M +$26.9M +323,914 New
GLA
82
Great Lakes Advisors
Illinois
$26.5M -$9.94M -119,793 -27%
CBU
83
CIBC Bank USA
Illinois
$26.2M -$983K -11,854 -4%
BF
84
BOK Financial
Oklahoma
$26.1M +$86.1K +1,038 +0.3%
SAS
85
Stelac Advisory Services
New York
$25.6M +$1.08M +13,019 +4%
DCC
86
Dow Chemical Company
Michigan
$25.3M
TWM
87
Tanglewood Wealth Management
Texas
$25.2M -$275K -3,315 -1%
BOS
88
Bingham Osborn & Scarborough
California
$25.2M +$1.09M +13,166 +5%
EK
89
Evensky & Katz
Florida
$25.2M +$4.42M +53,262 +21%
CBT
90
Central Bank & Trust
Kentucky
$25M +$665K +8,017 +3%
PAG
91
Private Advisor Group
New Jersey
$24.5M +$2.2M +26,534 +10%
CAAS
92
Capital Asset Advisory Services
Michigan
$24M +$1.5M +18,051 +7%
CAG
93
Crestwood Advisors Group
Massachusetts
$23.9M +$23.8M +287,304 New
CL
94
Choreo LLC
Illinois
$23.6M +$1.48M +17,866 +7%
AIM
95
Acropolis Investment Management
Missouri
$23.5M +$875K +10,550 +4%
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$22.8M -$18M -217,191 -44%
HighTower Advisors
97
HighTower Advisors
Illinois
$22.4M +$1.03M +12,378 +5%
CBB
98
Citizens Business Bank
California
$22.3M -$334K -4,027 -1%
Kayne Anderson Rudnick Investment Management
99
Kayne Anderson Rudnick Investment Management
California
$21.4M -$3.71M -44,773 -15%
NLI
100
Nippon Life Insurance
Japan
$20.5M -$1.99M -23,953 -9%

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.