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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
EPA
1201
Element Pointe Advisors
Florida
– -$551K -7,385 Closed
BA
1202
Bristlecone Advisors
Washington
– -$482K -6,457 Closed
TWM
1203
TLW Wealth Management
Florida
– -$441K -5,909 Closed
FBFS
1204
First Business Financial Services
Wisconsin
– -$367K -4,920 Closed
LS
1205
Lattice Strategies
Pennsylvania
– -$354K -4,751 Closed
APW
1206
Acima Private Wealth
Virginia
– -$336K -4,507 Closed
HC
1207
HNP Capital
New York
– -$324K -4,348 Closed
BCM
1208
BlueCrest Capital Management
Jersey
– -$298K -4,000 Closed
XS
1209
XR Securities
Illinois
– -$291K -3,902 Closed
PP
1210
PagnatoKarp Partners
Virginia
– -$289K -3,877 Closed
QC
1211
QCM Cayman
Texas
– -$278K -3,723 Closed
AC
1212
Alley Company
Illinois
– -$243K -3,265 Closed
GGI
1213
Godsey & Gibb Inc
Virginia
– -$233K -3,125 Closed
MI
1214
Moneywise Inc
Virginia
– -$222K -2,978 Closed
FPCP
1215
Fort Point Capital Partners
California
– -$209K -2,803 Closed
TFCP
1216
Twin Focus Capital Partners
Massachusetts
– -$209K -2,802 Closed
OMC
1217
Old Mission Capital
Illinois
– -$209K -2,800 Closed
GLLW
1218
Graves Light Lenhart Wealth
Virginia
– -$203K -2,727 Closed
B
1219
Bridgeworth
Alabama
– -$200K -2,680 Closed
W
1220
WealthOne
New York
– -$194K -2,608 Closed
EWA
1221
ERTS Wealth Advisors
Michigan
– -$107K -1,438 Closed
IIM
1222
Ipswich Investment Management
Massachusetts
– -$106K -1,416 Closed
MWC
1223
MBM Wealth Consultants
Missouri
– -$62K -835 Closed
BOPW
1224
Brandywine Oak Private Wealth
Pennsylvania
– -$60K -806 Closed
HFM
1225
Hartford Financial Management
Connecticut
– -$52K -700 Closed
46 47 48
49
50

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.