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Vanguard Real Estate ETF

1,118 hedge funds and large institutions have $16B invested in Vanguard Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 382 increasing their positions, 455 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 76

15% more funds holding in top 10

Funds holding in top 10: 106122 (+16)

8% more funds holding

Funds holding: 1,0351,118 (+83)

2.89% less ownership

Funds ownership: 60.49%57.6% (-2.9%)

16% less capital invested

Capital invested by funds: $19.1B → $16B (-$3.03B)

16% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 455

88% less call options, than puts

Call options by funds: $169M | Put options by funds: $1.44B

Holders
1,118
Holders Change
+83
Holders Change %
+8.02%
% of All Funds
24.91%
Holding in Top 10
122
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+15.09%
% of All Funds
2.72%
New
170
Increased
382
Reduced
455
Closed
76
Calls
$169M
Puts
$1.44B
Net Calls
-$1.27B
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
126
TCV Trust & Wealth Management
Virginia
$14.8M -$332K -4,212 -2%
JFG
127
JMG Financial Group
Illinois
$14.6M -$553K -7,017 -3%
CPO
128
Cerity Partners OCIO
New York
$14.5M +$514K +6,529 +3%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$14.3M -$3.98M -50,463 -21%
FWM
130
FFT Wealth Management
Pennsylvania
$14M +$148K +1,880 +1%
CA
131
Cambridge Associates
Massachusetts
$14M -$3.93M -49,879 -21%
AFA
132
American Financial Advisors
Georgia
$13.7M +$14.4M +183,282 New
ODIJL
133
One Day In July LLC
Vermont
$13.4M +$14.1M +179,188 New
MWP
134
Moller Wealth Partners
$13.3M -$21.9M -277,352 -62%
GC
135
Garde Capital
Washington
$13.2M -$1.58M -20,100 -10%
SPIA
136
Steward Partners Investment Advisory
New York
$13.2M +$5.63M +71,472 +68%
HNB
137
Huntington National Bank
Ohio
$13.1M
Natixis Advisors
138
Natixis Advisors
Massachusetts
$13M +$2.92M +37,095 +27%
LFS
139
Lutz Financial Services
Nebraska
$12.9M -$174K -2,208 -1%
Squarepoint
140
Squarepoint
New York
$12.8M +$13.6M +172,140 New
AIP
141
Ameritas Investment Partners
Nebraska
$12.7M -$12.9K -164 -0.1%
Two Sigma Investments
142
Two Sigma Investments
New York
$12.7M -$24.3M -308,005 -64%
Deutsche Bank
143
Deutsche Bank
Germany
$12.6M -$47.1M -598,174 -78%
FFBTD
144
First Financial Bank - Trust Division
Ohio
$12.2M +$155K +1,972 +1%
CCA
145
Conservest Capital Advisors
Pennsylvania
$12.1M -$3.36M -42,657 -21%
CBT
146
Central Bank & Trust
Kentucky
$12.1M -$1.26M -15,968 -9%
CAM
147
Crestone Asset Management
Colorado
$12M +$9.65M +122,446 +316%
FA
148
FDx Advisors
Illinois
$11.6M +$2.39M +30,351 +24%
KP
149
Keel Point
Alabama
$11.5M -$9.93M -126,041 -45%
Northern Trust
150
Northern Trust
Illinois
$11.4M -$65.9K -836 -0.5%