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Vanguard Real Estate ETF

609 hedge funds and large institutions have $13.4B invested in Vanguard Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 297 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 174

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

0.66% less ownership

Funds ownership: 58.13%57.47% (-0.66%)

1% less funds holding

Funds holding: 615609 (-6)

4% less capital invested

Capital invested by funds: $14B → $13.4B (-$549M)

1% less funds holding in top 10

Funds holding in top 10: 9897 (-1)

85% less call options, than puts

Call options by funds: $22.6M | Put options by funds: $154M

Holders
609
Holders Change
-6
Holders Change %
-0.98%
% of All Funds
17.67%
Holding in Top 10
97
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.02%
% of All Funds
2.81%
New
42
Increased
297
Reduced
174
Closed
42
Calls
$22.6M
Puts
$154M
Net Calls
-$132M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
201
Rafferty Asset Management
New York
$4.9M -$360K -4,773 -7%
SPL
202
Smart Portfolios LLC
Washington
$4.79M +$4.7M +62,301 +1,432%
GT
203
Glenmede Trust
Pennsylvania
$4.74M +$177K +2,342 +4%
Millennium Management
204
Millennium Management
New York
$4.71M +$3.7M +49,037 +298%
CIM
205
Confluence Investment Management
Missouri
$4.66M -$3.42M -45,362 -41%
MCM
206
Maryland Capital Management
Maryland
$4.66M +$106K +1,400 +2%
LS
207
Lattice Strategies
Pennsylvania
$4.63M -$723K -9,577 -13%
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$4.62M +$775K +10,266 +19%
PA
209
Pinnacle Associates
New York
$4.61M +$417K +5,526 +9%
NPC
210
National Planning Corporation
California
$4.47M +$668K +8,850 +17%
HPBT
211
High Point Bank & Trust
North Carolina
$4.41M +$67.8K +898 +1%
IA
212
Ibbotson Associates
Illinois
$4.4M +$3.72M +49,245 +409%
TCM
213
Twin Capital Management
Pennsylvania
$4.4M -$33.2K -440 -0.7%
WCM
214
Weatherstone Capital Management
Colorado
$4.37M -$1.19M -15,814 -21%
SFPM
215
Sensible Financial Planning & Management
Massachusetts
$4.33M +$4.66M +61,755 New
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$4.31M +$3.75M +49,672 +482%
MC
217
Miles Capital
Iowa
$4.29M -$50.7K -672 -1%
FHA
218
First Horizon Advisors
Tennessee
$4.26M +$441K +5,837 +11%
AP
219
AHL Partners
United Kingdom
$4.25M +$4.46M +59,116 New
RW
220
Rand Wealth
Maryland
$4.22M +$10.3K +137 +0.2%
RH
221
Rayner & Haynor
California
$4.21M -$7.55K -100 -0.2%
EAM
222
Evanson Asset Management
California
$4.2M +$374K +4,962 +9%
NL
223
NWAM LLC
Washington
$4.2M +$181K +2,392 +4%
BFEC
224
Benjamin F. Edwards & Company
Missouri
$4.14M -$3.49M -46,206 -45%
LIM
225
Leavell Investment Management
Alabama
$4.13M +$162K +2,142 +4%