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Vanguard Real Estate ETF
VNQ

1,322 hedge funds and large institutions have $18.1B invested in Vanguard Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 64

15% more capital invested

Capital invested by funds: $15.8B → $18.1B (+$2.37B)

13% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 456

10% more funds holding

Funds holding: 1,198 → 1,322 (+124)

1.77% more ownership

Funds ownership: 56.94% → 58.7% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 97 → 97 (0)

79% less call options, than puts

Call options by funds: $160M | Put options by funds: $762M

Holders
1,322
Holders Change
+124
Holders Change %
+10.35%
% of All Funds
23.39%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.72%
New
211
Increased
513
Reduced
456
Closed
64
Calls
$160M
Puts
$762M
Net Calls
-$602M
Net Calls Change
-$338M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$349M
2
Northern Trust
Northern Trust
Illinois
+$193M
3
Creative Planning
Creative Planning
Kansas
+$141M
4
JP Morgan Chase
JP Morgan Chase
New York
+$136M
5
CS
Credit Suisse
Switzerland
+$131M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$86.6M
2
Morgan Stanley
Morgan Stanley
New York
-$56M
3
HighTower Advisors
HighTower Advisors
Illinois
-$48M
4
Wells Fargo
Wells Fargo
California
-$47.8M
5
FIA
Foundations Investment Advisors
Arizona
-$33.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.2B +$141M +1,697,028 +14%
Wells Fargo
2
Wells Fargo
California
$974M -$47.8M -576,209 -5%
Bank of America
3
Bank of America
North Carolina
$920M +$1.68M +20,222 +0.2%
JP Morgan Chase
4
JP Morgan Chase
New York
$883M +$136M +1,641,649 +19%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$761M -$15.4M -186,200 -2%
MTWSIF
6
Mivtachim The Workers Social Insurance Fund
Israel
$734M – – –
UBS Group
7
UBS Group
Switzerland
$541M +$349M +4,202,646 +194%
PCA
8
Personal Capital Advisors
California
$520M +$37.3M +449,199 +8%
Morgan Stanley
9
Morgan Stanley
New York
$481M -$56M -674,944 -11%
Wealthfront Advisers
10
Wealthfront Advisers
California
$463M +$27.9M +335,886 +7%
US Bancorp
11
US Bancorp
Minnesota
$407M +$44.6M +537,698 +13%
Financial Engines Advisors
12
Financial Engines Advisors
California
$334M -$25M -301,933 -7%
Prudential Financial
13
Prudential Financial
New Jersey
$328M -$193K -2,332 -0.1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$323M -$3.99M -48,135 -1%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$288M -$21.8M -262,456 -7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$286M +$11.6M +139,593 +4%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$268M +$2.03M +24,483 +0.8%
Goldman Sachs
18
Goldman Sachs
New York
$244M +$7.74M +93,278 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$237M +$29.5M +356,271 +15%
Northern Trust
20
Northern Trust
Illinois
$208M +$193M +2,324,138 +1,912%
PPA
21
Parametric Portfolio Associates
Washington
$165M -$3.78M -45,615 -2%
VU
22
Vanderbilt University
Tennessee
$154M -$12.5M -150,175 -8%
UCFA
23
United Capital Financial Advisors
Texas
$152M +$5.75M +69,315 +4%
BCMIO
24
Beacon Capital Management Inc (Ohio)
Ohio
$145M +$39.6M +477,013 +39%
CS
25
Credit Suisse
Switzerland
$144M +$131M +1,581,938 +1,390%
1
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VNQ Hedge Fund Activity: Q4 2020 in Review

1,322 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2020, worth a combined $18.1B — up 15% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new VNQ positions and 64 closed out — a net gain of 147 holders — while 513 added to existing stakes and 456 trimmed.

The largest buyer was UBS Group, adding an estimated $349M. The largest seller was Citigroup, cutting an estimated $86.6M.

  • 1,322 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2020, up from 1,198 in Q3 2020.
  • Funds reported $18.1B of Vanguard Real Estate ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 211 funds opened new Vanguard Real Estate ETF positions in Q4 2020 and 64 closed out, a net change of +147 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2020 was UBS Group, an estimated $349M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2020 was Citigroup, an estimated $86.6M sold.

Based on aggregated 13F filings for Q4 2020.