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Vanguard Real Estate ETF

1,118 hedge funds and large institutions have $16B invested in Vanguard Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 382 increasing their positions, 455 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 76

15% more funds holding in top 10

Funds holding in top 10: 106122 (+16)

8% more funds holding

Funds holding: 1,0351,118 (+83)

2.89% less ownership

Funds ownership: 60.49%57.6% (-2.9%)

16% less capital invested

Capital invested by funds: $19.1B → $16B (-$3.03B)

16% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 455

88% less call options, than puts

Call options by funds: $169M | Put options by funds: $1.44B

Holders
1,118
Holders Change
+83
Holders Change %
+8.02%
% of All Funds
24.91%
Holding in Top 10
122
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+15.09%
% of All Funds
2.72%
New
170
Increased
382
Reduced
455
Closed
76
Calls
$169M
Puts
$1.44B
Net Calls
-$1.27B
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.07B -$546M -6,933,473 -20%
Bank of America
2
Bank of America
North Carolina
$1.03B +$22.6M +287,041 +2%
MTWSIF
3
Mivtachim The Workers Social Insurance Fund
Israel
$820M -$2.11M -26,737 -0.2%
Creative Planning
4
Creative Planning
Kansas
$521M +$39.7M +503,783 +8%
JP Morgan Chase
5
JP Morgan Chase
New York
$505M -$305M -3,873,160 -36%
Morgan Stanley
6
Morgan Stanley
New York
$488M -$156M -1,977,211 -23%
UBS Group
7
UBS Group
Switzerland
$454M +$154M +1,957,715 +47%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$403M -$1.35M -17,183 -0.3%
Financial Engines Advisors
9
Financial Engines Advisors
California
$384M +$405M +5,145,810 New
Prudential Financial
10
Prudential Financial
New Jersey
$314M -$69.4M -880,586 -17%
US Bancorp
11
US Bancorp
Minnesota
$299M +$2.25M +28,497 +0.7%
Wealthfront Advisers
12
Wealthfront Advisers
California
$298M +$315M +3,996,220 New
PCA
13
Personal Capital Advisors
California
$275M +$15.3M +194,679 +6%
Vanguard Group
14
Vanguard Group
Pennsylvania
$269M +$15.6M +198,473 +6%
Goldman Sachs
15
Goldman Sachs
New York
$260M +$4.69M +59,566 +2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$246M -$1.07M -13,580 -0.4%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$246M -$9.62M -122,065 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$230M -$401M -5,089,352 -62%
Ameriprise
19
Ameriprise
Minnesota
$206M +$18M +228,707 +9%
AllianceBernstein
20
AllianceBernstein
Tennessee
$138M -$24.3M -307,995 -14%
UCFA
21
United Capital Financial Advisors
Texas
$131M +$6.34M +80,481 +5%
FQ
22
First Quadrant
California
$131M -$55.2M -701,102 -29%
LPL Financial
23
LPL Financial
California
$131M +$1.99M +25,261 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$126M +$11M +139,965 +9%
MRC
25
Millburn Ridgefield Corp
New York
$122M +$1.39M +17,683 +1%