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Vanguard Real Estate ETF
VNQ

1,174 hedge funds and large institutions have $19.6B invested in Vanguard Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 459 increasing their positions, 413 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 62

22% more capital invested

Capital invested by funds: $16B → $19.6B (+$3.52B)

11% more funds holding in top 10

Funds holding in top 10: 122 → 136 (+14)

11% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,118 → 1,174 (+56)

0% more ownership

Funds ownership: 57.6% → 57.6% (+0%)

58% less call options, than puts

Call options by funds: $171M | Put options by funds: $407M

Holders
1,174
Holders Change
+56
Holders Change %
+5.01%
% of All Funds
25.41%
Holding in Top 10
136
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+11.48%
% of All Funds
2.94%
New
139
Increased
459
Reduced
413
Closed
62
Calls
$171M
Puts
$407M
Net Calls
-$236M
Net Calls Change
+$1.03B

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$300M
2
CSIA
Charles Schwab Investment Advisory
California
+$294M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$160M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$111M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$93.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$274M
2
UBS Group
UBS Group
Switzerland
-$258M
3
Nomura Holdings
Nomura Holdings
Japan
-$97.3M
4
Ameriprise
Ameriprise
Minnesota
-$83.9M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1001
Marquette Asset Management
Minnesota
$217K +$207K +2,500 New
CFA
1002
Carroll Financial Associates
North Carolina
$215K +$13.5K +163 +7%
BW
1003
Bison Wealth
Georgia
$214K +$204K +2,466 New
RBFC
1004
Roman Butler Fullerton & Co
Missouri
$213K +$202K +2,447 New
EWA
1005
Exencial Wealth Advisors
Oklahoma
$213K +$202K +2,450 New
PCMC
1006
Paragon Capital Management (Colorado)
Colorado
$213K +$202K +2,451 New
LNWWM
1007
Laird Norton Wetherby Wealth Management
California
$213K +$203K +2,453 New
CWM
1008
Cordatus Wealth Management
Pennsylvania
$210K +$199K +2,414 New
KCM
1009
Kendall Capital Management
Maryland
$209K +$198K +2,400 New
RGC
1010
Roberts, Glore & Co
Illinois
$209K +$198K +2,400 New
CCT
1011
Country Club Trust
Missouri
$208K +$198K +2,399 New
VHAM
1012
Van Hulzen Asset Management
California
$207K +$197K +2,383 New
OSNBOA
1013
Old Second National Bank of Aurora
Illinois
$204K -$193K -2,342 -50%
SWP
1014
Strategic Wealth Partners
Ohio
$204K -$3.55K -43 -2%
ST
1015
Spinnaker Trust
Maine
$204K +$195K +2,358 New
RI
1016
Ridgewood Investments
New Jersey
$203K +$193K +2,332 New
DBT
1017
Dubuque Bank & Trust
Iowa
$202K -$144K -1,742 -43%
SCA
1018
Spearhead Capital Advisors
Florida
$201K +$191K +2,313 New
LWCFA
1019
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K – – –
NWA
1020
New World Advisors
Massachusetts
$195K +$185K +2,242 New
JFGIW
1021
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$192K – – –
CWM
1022
Cedar Wealth Management
California
$191K – – –
BA
1023
Belvedere Advisors
California
$190K +$181K +2,196 New
FMII
1024
Farmers & Merchants Investments Inc
Nebraska
$185K -$1.98K -24 -1%
S
1025
SignatureFD
Georgia
$184K +$60K +726 +52%
39 40
41
42 43

VNQ Hedge Fund Activity: Q1 2019 in Review

1,174 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2019, worth a combined $19.6B — up 22% from $16B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VNQ positions and 62 closed out — a net gain of 77 holders — while 459 added to existing stakes and 413 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $300M. The largest seller was Wells Fargo, cutting an estimated $274M.

  • 1,174 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2019, up from 1,118 in Q4 2018.
  • Funds reported $19.6B of Vanguard Real Estate ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 139 funds opened new Vanguard Real Estate ETF positions in Q1 2019 and 62 closed out, a net change of +77 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $300M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2019 was Wells Fargo, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2019.