Vanguard Real Estate ETF
1,017 hedge funds and large institutions have $17.3B invested in Vanguard Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 375 increasing their positions, 447 reducing their positions, and 109 closing their positions.
2.01% more ownership
Funds ownership: 56.83% → 58.85% (+2%)
3% less funds holding
Funds holding: 1,047 → 1,017 (-30)
12% less capital invested
Capital invested by funds: $19.7B → $17.3B (-$2.39B)
13% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 109
14% less funds holding in top 10
Funds holding in top 10: 125 → 108 (-17)
16% less repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 447
59% less call options, than puts
Call options by funds: $198M | Put options by funds: $483M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$374M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$142M |
| 3 |
Morgan Stanley
New York
|
+$139M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$123M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$59.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$426M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$242M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$185M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$118M |
| 5 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$76.4M |
VNQ Hedge Fund Activity: Q1 2018 in Review
1,017 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2018, worth a combined $17.3B — down 12% from $19.7B a quarter earlier.
Sellers outnumbered buyers: 109 funds closed out of VNQ and 95 opened new positions — a net loss of 14 holders — while 447 trimmed existing stakes and 375 added.
The largest buyer was Russell Investments Group, opening a new position worth an estimated $374M. The largest seller was Edelman Financial Services, cutting an estimated $426M.
- 1,017 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2018, down from 1,047 in Q4 2017.
- Funds reported $17.3B of Vanguard Real Estate ETF stock for Q1 2018, down 12% quarter-over-quarter.
- 95 funds opened new Vanguard Real Estate ETF positions in Q1 2018 and 109 closed out, a net change of -14 holders.
- The largest Vanguard Real Estate ETF buyer in Q1 2018 was Russell Investments Group, an estimated $374M added.
- The largest Vanguard Real Estate ETF seller in Q1 2018 was Edelman Financial Services, an estimated $426M sold.
Based on aggregated 13F filings for Q1 2018.