Vanguard Real Estate ETF
1,275 hedge funds and large institutions have $15.1B invested in Vanguard Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 533 increasing their positions, 506 reducing their positions, and 185 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 533 | Existing positions reduced: 506
0.16% less ownership
Funds ownership: 56.81% → 56.65% (-0.16%)
8% less funds holding
Funds holding: 1,384 → 1,275 (-109)
15% less funds holding in top 10
Funds holding in top 10: 144 → 122 (-22)
28% less capital invested
Capital invested by funds: $21.1B → $15.1B (-$5.93B)
46% less first-time investments, than exits
New positions opened: 100 | Existing positions closed: 185
86% less call options, than puts
Call options by funds: $96.3M | Put options by funds: $698M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$116M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
+$111M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$107M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$85.6M |
| 5 |
Morgan Stanley
New York
|
+$68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$324M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$232M |
| 3 |
FQ
First Quadrant
Glendale,
California
|
-$203M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$196M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$143M |
VNQ Hedge Fund Activity: Q1 2020 in Review
1,275 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2020, worth a combined $15.1B — down 28% from $21.1B a quarter earlier.
Sellers outnumbered buyers: 185 funds closed out of VNQ and 100 opened new positions — a net loss of 85 holders — while 506 trimmed existing stakes and 533 added.
The largest buyer was CI Investments Inc, adding an estimated $116M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $324M sold.
- 1,275 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2020, down from 1,384 in Q4 2019.
- Funds reported $15.1B of Vanguard Real Estate ETF stock for Q1 2020, down 28% quarter-over-quarter.
- 100 funds opened new Vanguard Real Estate ETF positions in Q1 2020 and 185 closed out, a net change of -85 holders.
- The largest Vanguard Real Estate ETF buyer in Q1 2020 was CI Investments Inc, an estimated $116M added.
- The largest Vanguard Real Estate ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $324M sold.
Based on aggregated 13F filings for Q1 2020.