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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
Wells Fargo
1
Wells Fargo
California
$2.29B -$13.1M -173,517 -0.5%
Bank of America
2
Bank of America
North Carolina
$2.16B +$22.8M +301,661 +1%
WIM
3
Windhaven Investment Management
Massachusetts
$892M -$36.6M -485,019 -4%
Morgan Stanley
4
Morgan Stanley
New York
$738M +$67.5M +894,896 +10%
EFS
5
Edelman Financial Services
Virginia
$584M +$16.7M +220,940 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$335M +$20.4M +270,380 +6%
MTWSIF
7
Mivtachim The Workers Social Insurance Fund
Israel
$321M
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$308M -$1.05M -13,871 -0.3%
Creative Planning
9
Creative Planning
Kansas
$278M +$57M +755,480 +24%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$267M +$42.1M +558,227 +18%
State Street
11
State Street
Massachusetts
$262M +$50.6M +670,168 +23%
U
12
UBS
Switzerland
$173M -$11.5M -152,096 -6%
HS
13
HighVista Strategies
Massachusetts
$140M -$18.5M -245,550 -11%
Vanguard Group
14
Vanguard Group
Pennsylvania
$116M +$828K +10,969 +0.7%
Goldman Sachs
15
Goldman Sachs
New York
$115M -$228M -3,025,369 -65%
BTS
16
BB&T Securities
Virginia
$88.4M +$604K +8,005 +7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$87.8M +$8.98M +118,955 +11%
Mariner
18
Mariner
Kansas
$83.3M +$9.63M +127,567 +12%
LPL Financial
19
LPL Financial
California
$80.7M -$1.87M -24,739 -2%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$80.5M
SLF
21
Sun Life Financial
Ontario, Canada
$78.7M
Ameriprise
22
Ameriprise
Minnesota
$73.8M +$5.39M +71,477 +7%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$72.6M +$3.95M +52,296 +5%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$70.1M -$5.45M -72,155 -7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$67.5M -$8.47M -112,294 -11%