Vanguard Real Estate ETF
1,322 hedge funds and large institutions have $18.1B invested in Vanguard Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 64 closing their positions.
230% more first-time investments, than exits
New positions opened: 211 | Existing positions closed: 64
15% more capital invested
Capital invested by funds: $15.8B → $18.1B (+$2.37B)
13% more repeat investments, than reductions
Existing positions increased: 513 | Existing positions reduced: 456
10% more funds holding
Funds holding: 1,198 → 1,322 (+124)
1.77% more ownership
Funds ownership: 56.94% → 58.7% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 97 → 97 (0)
79% less call options, than puts
Call options by funds: $160M | Put options by funds: $762M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$349M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$193M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$141M |
| 4 |
JP Morgan Chase
New York
|
+$136M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$86.6M |
| 2 |
Morgan Stanley
New York
|
-$56M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$48M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$47.8M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$33.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
1376
Berman Capital Advisors
Atlanta,
Georgia
| – | -$190K | -2,285 | Closed |
|
|
NPP
1377
New Potomac Partners
Bethesda,
Maryland
| – | -$98K | -1,238 | Closed |
|
1378
Walleye Trading
New York
| – | -$59.9K | -722 | Closed |
|
|
WAS
1379
Winch Advisory Services
Appleton,
Wisconsin
| – | -$21K | -271 | Closed |
|
|
SIAP
1380
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| – | -$20K | -259 | Closed |
|
|
CCM
1381
Chiron Capital Management
Tallahassee,
Florida
| – | -$16K | -200 | Closed |
|
|
FA
1382
Faithward Advisors
Lancaster,
Pennsylvania
| – | -$12K | -150 | Closed |
|
|
BL
1383
Balentine LLC
Atlanta,
Georgia
| – | -$6K | -75 | Closed |
|
|
TC
1384
Trust Company
Manhattan,
Kansas
| – | -$3K | -33 | Closed |
|
|
BBL
1385
Beck Bode LLC
Dedham,
Massachusetts
| – | -$2K | -25 | Closed |
|
|
CHAM
1386
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$1.26K | -16 | Closed |
|
|
IA
1387
Inspire Advisors
Meridian,
Idaho
| – | +$83 | +1 | New |
|
VNQ Hedge Fund Activity: Q4 2020 in Review
1,322 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2020, worth a combined $18.1B — up 15% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 211 funds opened new VNQ positions and 64 closed out — a net gain of 147 holders — while 513 added to existing stakes and 456 trimmed.
The largest buyer was UBS Group, adding an estimated $349M. The largest seller was Citigroup, cutting an estimated $86.6M.
- 1,322 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2020, up from 1,198 in Q3 2020.
- Funds reported $18.1B of Vanguard Real Estate ETF stock for Q4 2020, up 15% quarter-over-quarter.
- 211 funds opened new Vanguard Real Estate ETF positions in Q4 2020 and 64 closed out, a net change of +147 holders.
- The largest Vanguard Real Estate ETF buyer in Q4 2020 was UBS Group, an estimated $349M added.
- The largest Vanguard Real Estate ETF seller in Q4 2020 was Citigroup, an estimated $86.6M sold.
Based on aggregated 13F filings for Q4 2020.