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Vanguard Real Estate ETF

945 hedge funds and large institutions have $19B invested in Vanguard Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 459 increasing their positions, 302 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

52% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 302

5% more funds holding

Funds holding: 904945 (+41)

4% more capital invested

Capital invested by funds: $18.3B → $19B (+$688M)

0.71% less ownership

Funds ownership: 56.41%55.69% (-0.71%)

4% less funds holding in top 10

Funds holding in top 10: 134129 (-5)

24% less call options, than puts

Call options by funds: $289M | Put options by funds: $381M

Holders
945
Holders Change
+41
Holders Change %
+4.54%
% of All Funds
23.53%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
3.21%
New
97
Increased
459
Reduced
302
Closed
45
Calls
$289M
Puts
$381M
Net Calls
-$91.5M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$14.7M +$3.18M +38,373 +27%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$14.6M +$2.53M +30,482 +21%
RMC
128
Regis Management Company
California
$14.3M +$2.18M +26,292 +18%
ST
129
Smithfield Trust
Pennsylvania
$14.3M +$1.79M +21,536 +14%
MWP
130
Moller Wealth Partners
$14.3M +$4.23M +51,000 +42%
FCI
131
Financial Counselors Inc
Kansas
$14M +$823K +9,915 +6%
AG
132
Advisor Group
Arizona
$13.7M +$348K +4,192 +3%
Northern Trust
133
Northern Trust
Illinois
$13.7M +$540K +6,515 +4%
MAS
134
Managed Account Services
Florida
$13.5M +$88K +1,061 +0.7%
JG
135
Jefferies Group
New York
$13.4M +$13.5M +162,838 New
EC
136
Estate Counselors
Wisconsin
$13.4M +$5.22M +62,980 +63%
FCB
137
First Command Bank
Texas
$13.4M +$1.93M +23,262 +17%
FCFS
138
First Command Financial Services
Texas
$13.4M +$1.93M +23,262 +17%
TG
139
Threshold Group
Washington
$13.4M +$1.99M +23,950 +17%
SRSA
140
S.R. Schill & Associates
Washington
$13.1M +$262K +3,154 +2%
Millennium Management
141
Millennium Management
New York
$13M +$12.7M +153,489 +3,810%
CAL
142
Capital Analysts LLC
Pennsylvania
$12.9M -$4.2M -50,618 -25%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$12.4M +$11.9M +142,953 +1,937%
AF
144
Ally Financial
Michigan
$12.4M +$2.49M +30,000 +25%
SB
145
Simmons Bank
Arkansas
$12.4M +$145K +1,749 +1%
AIP
146
Ameritas Investment Partners
Nebraska
$12.3M +$591K +7,125 +5%
BFA
147
Beaumont Financial Advisors
Massachusetts
$12.2M +$61.8K +745 +0.5%
NFG
148
NewFocus Financial Group
Washington
$12.2M +$12M +144,221 +4,953%
FAAS
149
First Allied Advisory Services
California
$12.1M +$1.3M +15,686 +11%
SG Americas Securities
150
SG Americas Securities
New York
$12M +$2.75M +33,140 +30%

VNQ Hedge Fund Activity: Q1 2017 in Review

945 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2017, worth a combined $19B — up 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VNQ positions and 45 closed out — a net gain of 52 holders — while 459 added to existing stakes and 302 trimmed.

The largest buyer was Wells Fargo, adding an estimated $512M. The largest seller was Bank of America, cutting an estimated $710M.

  • 945 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2017, up from 904 in Q4 2016.
  • Funds reported $19B of Vanguard Real Estate ETF stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q1 2017 and 45 closed out, a net change of +52 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $512M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2017 was Bank of America, an estimated $710M sold.

Based on aggregated 13F filings for Q1 2017.