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Vanguard Real Estate ETF

616 hedge funds and large institutions have $13.9B invested in Vanguard Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 315 increasing their positions, 158 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

99% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 158

15% more capital invested

Capital invested by funds: $12.1B → $13.9B (+$1.79B)

5% more funds holding in top 10

Funds holding in top 10: 9398 (+5)

5% more funds holding

Funds holding: 588616 (+28)

0.69% more ownership

Funds ownership: 57.44%58.13% (+0.69%)

17% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $17.1M

Holders
616
Holders Change
+28
Holders Change %
+4.76%
% of All Funds
17.65%
Holding in Top 10
98
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.38%
% of All Funds
2.81%
New
55
Increased
315
Reduced
158
Closed
23
Calls
$14.3M
Puts
$17.1M
Net Calls
-$2.84M
Net Calls Change
-$23M

VNQ Hedge Fund Activity: Q2 2014 in Review

616 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2014, worth a combined $13.9B — up 15% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VNQ positions and 23 closed out — a net gain of 32 holders — while 315 added to existing stakes and 158 trimmed.

The largest buyer was Windhaven Investment Management, adding an estimated $553M. The largest seller was AllianceBernstein, cutting an estimated $149M.

  • 616 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2014, up from 588 in Q1 2014.
  • Funds reported $13.9B of Vanguard Real Estate ETF stock for Q2 2014, up 15% quarter-over-quarter.
  • 55 funds opened new Vanguard Real Estate ETF positions in Q2 2014 and 23 closed out, a net change of +32 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2014 was Windhaven Investment Management, an estimated $553M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2014 was AllianceBernstein, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2014.