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Vanguard Real Estate ETF

1,047 hedge funds and large institutions have $19.7B invested in Vanguard Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 400 increasing their positions, 369 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 58

11% more funds holding

Funds holding: 9441,047 (+103)

4% more funds holding in top 10

Funds holding in top 10: 120125 (+5)

8% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 369

3% more capital invested

Capital invested by funds: $19.1B → $19.7B (+$592M)

0.81% more ownership

Funds ownership: 56.03%56.83% (+0.81%)

59% less call options, than puts

Call options by funds: $145M | Put options by funds: $358M

Holders
1,047
Holders Change
+103
Holders Change %
+10.91%
% of All Funds
23.74%
Holding in Top 10
125
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.17%
% of All Funds
2.83%
New
170
Increased
400
Reduced
369
Closed
58
Calls
$145M
Puts
$358M
Net Calls
-$213M
Net Calls Change
+$59M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.17B +$10.2M +121,201 +0.2%
Bank of America
2
Bank of America
North Carolina
$1.57B -$80.3M -957,731 -5%
EFS
3
Edelman Financial Services
Virginia
$917M +$56.1M +669,469 +6%
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$913M
JP Morgan Chase
5
JP Morgan Chase
New York
$728M +$174M +2,076,178 +31%
Morgan Stanley
6
Morgan Stanley
New York
$549M +$51.5M +614,769 +10%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$501M +$46.3M +552,030 +10%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$339M -$15.3M -182,938 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$325M +$17.6M +210,611 +6%
US Bancorp
10
US Bancorp
Minnesota
$321M +$30.5M +363,723 +10%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$319M +$5.36M +63,993 +2%
Ameriprise
12
Ameriprise
Minnesota
$303M -$38M -452,993 -11%
Creative Planning
13
Creative Planning
Kansas
$250M +$51.2M +610,697 +25%
Goldman Sachs
14
Goldman Sachs
New York
$246M +$6.66M +79,528 +3%
W
15
Wealthfront
California
$246M +$25.5M +303,708 +11%
UBS Group
16
UBS Group
Switzerland
$223M -$19M -226,685 -8%
PCA
17
Personal Capital Advisors
California
$211M +$22M +263,012 +12%
FQ
18
First Quadrant
California
$204M +$75.6M +902,009 +58%
Vanguard Group
19
Vanguard Group
Pennsylvania
$188M -$719K -8,576 -0.4%
BlackRock
20
BlackRock
New York
$180M -$38.4M -458,696 -17%
TF
21
TIAA FSB
Florida
$146M +$6.82M +81,377 +5%
Prudential Financial
22
Prudential Financial
New Jersey
$137M +$25.6M +305,016 +23%
AllianceBernstein
23
AllianceBernstein
Tennessee
$137M +$4.64M +55,404 +3%
LPL Financial
24
LPL Financial
California
$136M +$18M +215,150 +15%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$121M +$5.71M +68,152 +5%

VNQ Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2017, worth a combined $19.7B — up 3.1% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new VNQ positions and 58 closed out — a net gain of 112 holders — while 400 added to existing stakes and 369 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $174M. The largest seller was Schroder Investment Management Group, cutting an estimated $86.4M.

  • 1,047 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2017, up from 944 in Q3 2017.
  • Funds reported $19.7B of Vanguard Real Estate ETF stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 170 funds opened new Vanguard Real Estate ETF positions in Q4 2017 and 58 closed out, a net change of +112 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $174M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2017 was Schroder Investment Management Group, an estimated $86.4M sold.

Based on aggregated 13F filings for Q4 2017.