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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $16.2B invested in Vanguard Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 593 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $967M

7% more capital invested

Capital invested by funds: $15.1B → $16.2B (+$1.01B)

0.36% more ownership

Funds ownership: 56.65%57.02% (+0.36%)

4% less funds holding

Funds holding: 1,2751,219 (-56)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

34% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 128

37% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 593

Holders
1,219
Holders Change
-56
Holders Change %
-4.39%
% of All Funds
24.99%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
2.36%
New
85
Increased
372
Reduced
593
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
126
Waldron Private Wealth
Pennsylvania
$15.3M +$4.59M +60,576 +45%
MWP
127
Moller Wealth Partners
$15.1M -$3.1M -40,944 -18%
CAM
128
Crestone Asset Management
Colorado
$15M +$4.49M +59,204 +45%
BSW
129
Buckingham Strategic Wealth
Missouri
$14.9M -$1.63M -21,461 -10%
COI
130
Connable Office Inc
Michigan
$14.4M -$1.94M -25,642 -12%
CA
131
Cambridge Associates
Massachusetts
$14.3M -$1.73M -22,778 -11%
FT
132
Fiduciary Trust
Massachusetts
$14.3M -$1.83M -24,100 -12%
AIM
133
Acropolis Investment Management
Missouri
$14.3M -$12M -158,208 -46%
LFS
134
Lutz Financial Services
Nebraska
$14.3M +$646K +8,527 +5%
JFG
135
JMG Financial Group
Illinois
$14.2M -$2M -26,404 -13%
AA
136
Ancora Advisors
Ohio
$14M -$9.43M -124,373 -41%
SFS
137
Sowell Financial Services
Arkansas
$13.9M +$5.6M +73,884 +72%
FWM
138
FFT Wealth Management
Pennsylvania
$13.8M +$531 +7 +0%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$13.8M +$5.37M +70,800 +60%
CA
140
Clearstead Advisors
Ohio
$13.7M -$339K -4,476 -2%
TTWM
141
TCV Trust & Wealth Management
Virginia
$13.7M -$529K -6,982 -4%
CS
142
Credit Suisse
Switzerland
$13.6M -$18.1M -238,149 -58%
CTI
143
Community Trust & Investment
Kentucky
$13.3M +$103K +1,362 +0.8%
SPIA
144
Steward Partners Investment Advisory
New York
$13.2M -$1.48M -19,487 -10%
CAG
145
Crestwood Advisors Group
Massachusetts
$13M +$2.59M +34,218 +26%
GC
146
Gilbert & Cook
Iowa
$12.9M +$145K +1,909 +1%
FFBTD
147
First Financial Bank - Trust Division
Ohio
$12.9M +$379K +4,994 +3%
CW
148
CreativeOne Wealth
Kansas
$12.9M +$959K +12,645 +8%
GB
149
Gunma Bank
Japan
$12.7M -$3.79M -50,000 -24%
KL
150
KWMG LLC
Kansas
$12.5M +$1.23M +16,198 +11%

VNQ Hedge Fund Activity: Q2 2020 in Review

1,219 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2020, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of VNQ and 85 opened new positions — a net loss of 43 holders — while 593 trimmed existing stakes and 372 added.

The largest buyer was Fidelity Investments, adding an estimated $775M. The largest seller was Osaic Holdings, cutting an estimated $235M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2020, down from 1,275 in Q1 2020.
  • Funds reported $16.2B of Vanguard Real Estate ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 85 funds opened new Vanguard Real Estate ETF positions in Q2 2020 and 128 closed out, a net change of -43 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2020 was Fidelity Investments, an estimated $775M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2020.