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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $16.2B invested in Vanguard Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 593 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $967M

7% more capital invested

Capital invested by funds: $15.1B → $16.2B (+$1.01B)

0.36% more ownership

Funds ownership: 56.65%57.02% (+0.36%)

4% less funds holding

Funds holding: 1,2751,219 (-56)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

34% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 128

37% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 593

Holders
1,219
Holders Change
-56
Holders Change %
-4.39%
% of All Funds
24.99%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
2.36%
New
85
Increased
372
Reduced
593
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
1001
Bremer Bank National Association
Minnesota
$241K -$369K -4,862 -61%
CCA
1002
Clearwater Capital Advisors
Illinois
$241K -$56.8K -749 -20%
FPTW
1003
Franklin, Parlapiano, Turner & Welch
Texas
$241K
TCOV
1004
Trust Company of Vermont
Vermont
$240K -$190K -2,503 -45%
Zurich Cantonal Bank
1005
Zurich Cantonal Bank
Switzerland
$238K
LDB
1006
Lee, Danner & Bass
Tennessee
$237K -$1.99M -26,303 -90%
PCM
1007
Pointe Capital Management
Michigan
$237K -$599K -7,898 -72%
WCM
1008
Washington Capital Management
Washington
$237K
PCM
1009
Perritt Capital Management
Illinois
$236K -$98.6K -1,300 -30%
HS
1010
Horan Securities
United States
$236K -$53K -699 -19%
LC
1011
Lincoln Capital
Nebraska
$236K
MWA
1012
Moser Wealth Advisors
Washington
$236K
PCM
1013
Poehling Capital Management
Wisconsin
$236K
RWMH
1014
Riverpoint Wealth Management Holdings
Illinois
$236K +$228K +3,003 New
BKA
1015
Brick & Kyle Associates
Pennsylvania
$236K +$230K +3,039 New
SAM
1016
Strategy Asset Managers
California
$234K -$38.9K -513 -15%
I
1017
INVST
Indiana
$233K -$5.82M -76,807 -96%
BWFA
1018
Baltimore-Washington Financial Advisors
Maryland
$233K -$758 -10 -0.3%
EGA
1019
E&G Advisors
Texas
$233K
ZIM
1020
Zacks Investment Management
Illinois
$232K -$83.3K -1,099 -27%
FIM
1021
Frontier Investment Management
Texas
$232K -$4.78K -63 -2%
CWM
1022
Cahaba Wealth Management
Georgia
$232K +$215K +2,833 New
SRC
1023
Sage Rhino Capital
California
$231K -$124K -1,638 -36%
APCM
1024
Alaska Permanent Capital Management
Alaska
$230K -$236K -3,110 -51%
RI
1025
Ridgewood Investments
New Jersey
$230K -$10.2K -135 -4%

VNQ Hedge Fund Activity: Q2 2020 in Review

1,219 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2020, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of VNQ and 85 opened new positions — a net loss of 43 holders — while 593 trimmed existing stakes and 372 added.

The largest buyer was Fidelity Investments, adding an estimated $775M. The largest seller was Osaic Holdings, cutting an estimated $235M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2020, down from 1,275 in Q1 2020.
  • Funds reported $16.2B of Vanguard Real Estate ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 85 funds opened new Vanguard Real Estate ETF positions in Q2 2020 and 128 closed out, a net change of -43 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2020 was Fidelity Investments, an estimated $775M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2020.