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Vanguard Real Estate ETF
VNQ

1,189 hedge funds and large institutions have $20.1B invested in Vanguard Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 506 increasing their positions, 434 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

17% more repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 434

2.4% more ownership

Funds ownership: 57.6% → 60.01% (+2.4%)

1% more funds holding

Funds holding: 1,174 → 1,189 (+15)

3% more capital invested

Capital invested by funds: $19.6B → $20.1B (+$526M)

4% less funds holding in top 10

Funds holding in top 10: 136 → 130 (-6)

63% less call options, than puts

Call options by funds: $179M | Put options by funds: $487M

Holders
1,189
Holders Change
+15
Holders Change %
+1.28%
% of All Funds
25.83%
Holding in Top 10
130
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.41%
% of All Funds
2.82%
New
89
Increased
506
Reduced
434
Closed
60
Calls
$179M
Puts
$487M
Net Calls
-$308M
Net Calls Change
-$72.4M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$220M
2
Citigroup
Citigroup
New York
+$141M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
4
State Street
State Street
Massachusetts
+$87.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$79.6M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$122M
2
CSIA
Charles Schwab Investment Advisory
California
-$116M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$81.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$61.3M
5
Wells Fargo
Wells Fargo
California
-$54M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
1151
Quad-Cities Investment Group
Iowa
$18K +$88 +1 +0.5%
PK
1152
Pflug Koory
Nebraska
$18K +$175 +2 +1%
FLPIM
1153
F.L. Putnam Investment Management
Massachusetts
$18K +$18.3K +209 New
RFWA
1154
RPg Family Wealth Advisory
Massachusetts
$17.7K +$4.9K +56 +38%
PFGIA
1155
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
THWM
1156
Taylor Hoffman Wealth Management
Virginia
$16K – – –
HCM
1157
Hilton Capital Management
New York
$16K +$16.2K +185 New
VNA
1158
Valley National Advisers
Pennsylvania
$15K – – –
TC
1159
Trust Company
Kansas
$15K +$8.4K +96 +133%
AWMS
1160
Advocacy Wealth Management Services
Georgia
$15K +$14.9K +170 New
TA
1161
TCG Advisors
Texas
$11K – – –
FFW
1162
Fusion Family Wealth
New York
$10K – – –
SA
1163
SRH Advisors
Kansas
$10K – – –
AP
1164
Atwood & Palmer
Missouri
$9K -$4.73K -54 -35%
NC
1165
NewSquare Capital
Pennsylvania
$8K – – –
HCM
1166
Highlander Capital Management
New Jersey
$7K – – –
HWM
1167
Holloway Wealth Management
Florida
$7K – – –
IF
1168
Ironwood Financial
Arizona
$7K – – –
SIS
1169
Sound Income Strategies
Florida
$7K – – –
BRWM
1170
B. Riley Wealth Management
Tennessee
$6.61K -$397K -4,538 -6%
RCG
1171
Ruggie Capital Group
Florida
$6K -$67.6K -772 -91%
TC
1172
Truvestments Capital
Florida
$6K – – –
SCA
1173
Stonebridge Capital Advisors
Minnesota
$6K +$5.78K +66 New
MIM
1174
Macroview Investment Management
Maryland
$5K – – –
GTAM
1175
Global Trust Asset Management
Florida
$4K – – –
45 46
47
48 49

VNQ Hedge Fund Activity: Q2 2019 in Review

1,189 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2019, worth a combined $20.1B — up 2.7% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VNQ positions and 60 closed out — a net gain of 29 holders — while 506 added to existing stakes and 434 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $220M. The largest seller was Barclays, cutting an estimated $122M.

  • 1,189 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2019, up from 1,174 in Q1 2019.
  • Funds reported $20.1B of Vanguard Real Estate ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 89 funds opened new Vanguard Real Estate ETF positions in Q2 2019 and 60 closed out, a net change of +29 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $220M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2019 was Barclays, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2019.