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Vanguard Real Estate ETF
VNQ

1,619 hedge funds and large institutions have $22.5B invested in Vanguard Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 661 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 89

24% more capital invested

Capital invested by funds: $18.2B → $22.5B (+$4.32B)

14% more repeat investments, than reductions

Existing positions increased: 661 | Existing positions reduced: 579

8% more funds holding

Funds holding: 1,506 → 1,619 (+113)

4% more funds holding in top 10

Funds holding in top 10: 119 → 124 (+5)

3.32% more ownership

Funds ownership: 56.3% → 59.62% (+3.3%)

76% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $380M

Holders
1,619
Holders Change
+113
Holders Change %
+7.5%
% of All Funds
26.02%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
1.99%
New
238
Increased
661
Reduced
579
Closed
89
Calls
$89.7M
Puts
$380M
Net Calls
-$290M
Net Calls Change
-$74.7M

Top Buyers

Rank Fund Capital Flow
1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$533M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$125M
3
JP Morgan Chase
JP Morgan Chase
New York
+$102M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$76.9M
5
PCA
Personal Capital Advisors
California
+$76.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$208M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$204M
3
Bank of America
Bank of America
North Carolina
-$81.6M
4
Victory Capital Management
Victory Capital Management
Texas
-$35.1M
5
Millennium Management
Millennium Management
New York
-$31.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$2.66B +$603K +7,278 +31%
Creative Planning
2
Creative Planning
Kansas
$1.72B -$12.9M -156,072 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$1.36B +$16.1M +194,301 +1%
Bank of America
4
Bank of America
North Carolina
$1.15B -$81.6M -983,976 -7%
Wells Fargo
5
Wells Fargo
California
$808M -$31.3M -378,002 -4%
PCA
6
Personal Capital Advisors
California
$717M +$76.4M +920,965 +12%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$603M +$76.9M +927,882 +15%
US Bancorp
8
US Bancorp
Minnesota
$549M +$34.5M +416,229 +7%
Wealthfront Advisers
9
Wealthfront Advisers
California
$532M +$35.5M +427,672 +7%
MTWSIF
10
Mivtachim The Workers Social Insurance Fund
Israel
$530M +$533M +6,424,154 New
JP Morgan Chase
11
JP Morgan Chase
New York
$442M +$102M +1,226,894 +30%
Goldman Sachs
12
Goldman Sachs
New York
$400M +$65.2M +786,749 +19%
UBS Group
13
UBS Group
Switzerland
$366M +$2.84M +34,203 +0.8%
Prudential Financial
14
Prudential Financial
New Jersey
$354M +$33M +398,525 +10%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$320M -$2.01M -24,204 -0.6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$302M +$38.4M +463,119 +14%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$290M +$8.93M +107,748 +3%
Financial Engines Advisors
18
Financial Engines Advisors
California
$267M +$9.1M +109,763 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$233M +$32.8M +395,067 +16%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$230M -$22.1M -266,180 -9%
VU
21
Vanderbilt University
Tennessee
$196M +$2.73M +32,900 +1%
CCA
22
Catalyst Capital Advisors
New York
$160M +$12.5M +150,549 +8%
MRC
23
Millburn Ridgefield Corp
New York
$160M +$12.5M +150,549 +8%
State of Tennessee, Department of Treasury
24
State of Tennessee, Department of Treasury
Tennessee
$158M +$22.3M +269,431 +16%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$154M +$8.1M +97,699 +6%
1
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VNQ Hedge Fund Activity: Q4 2022 in Review

1,619 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q4 2022, worth a combined $22.5B — up 24% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 238 funds opened new VNQ positions and 89 closed out — a net gain of 149 holders — while 661 added to existing stakes and 579 trimmed.

The largest buyer was Mivtachim The Workers Social Insurance Fund, opening a new position worth an estimated $533M. The largest seller was Bank of Montreal, cutting an estimated $208M.

  • 1,619 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q4 2022, up from 1,506 in Q3 2022.
  • Funds reported $22.5B of Vanguard Real Estate ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 238 funds opened new Vanguard Real Estate ETF positions in Q4 2022 and 89 closed out, a net change of +149 holders.
  • The largest Vanguard Real Estate ETF buyer in Q4 2022 was Mivtachim The Workers Social Insurance Fund, an estimated $533M added.
  • The largest Vanguard Real Estate ETF seller in Q4 2022 was Bank of Montreal, an estimated $208M sold.

Based on aggregated 13F filings for Q4 2022.