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Vanguard Global ex-US Real Estate ETF

138 hedge funds and large institutions have $1.46B invested in Vanguard Global ex-US Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

124% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 25

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

25% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $9.93M

16% more capital invested

Capital invested by funds: $1.25B → $1.46B (+$204M)

15% more funds holding

Funds holding: 120138 (+18)

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
34
Increased
56
Reduced
25
Closed
15
Calls
$12.5M
Puts
$9.93M
Net Calls
+$2.52M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
101
Psagot Value Holdings
Israel
$214K +$123K +2,200 +138%
CG
102
Colony Group
Massachusetts
$208K
TIM
103
Tortoise Investment Management
New York
$191K -$33.4K -600 -15%
BEAM
104
Baker Ellis Asset Management
Washington
$190K +$65.8K +1,181 +54%
GWM
105
Gupta Wealth Management
California
$137K +$136K +2,440 New
CFA
106
CT Financial Advisors
Pennsylvania
$135K +$56 +1 +0%
BRWM
107
B. Riley Wealth Management
Tennessee
$134K
MFS
108
MSI Financial Services
Massachusetts
$130K +$77.5K +1,391 +151%
CG
109
Cleary Gull
Wisconsin
$113K +$111K +2,000 New
SNT
110
Security National Trust
West Virginia
$100K +$98.9K +1,775 New
SIA
111
Stancorp Investment Advisers
Oregon
$83K
NFG
112
Next Financial Group
Texas
$52K
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$49K
HDIM
114
Hanson & Doremus Investment Management
Vermont
$46K
EWM
115
Evercore Wealth Management
New York
$34K +$34K +610 New
NSIM
116
North Star Investment Management
Illinois
$30K +$56 +1 +0.2%
W
117
Wealthfront
California
$29K +$23.1K +414 +440%
IWMPD
118
Integrated Wealth Management (Palm Desert)
California
$29K +$29.7K +533 New
PO
119
Private Ocean
California
$26K
VIA
120
Vantage Investment Advisors
Pennsylvania
$25K +$25.1K +450 New
GI
121
Gradient Investments
Minnesota
$21K +$20.5K +368 New
AA
122
Apriem Advisors
California
$19K
ASN
123
Advisory Services Network
Georgia
$18K
S
124
SignatureFD
Georgia
$17K
HI
125
Hudock Inc
Pennsylvania
$17K +$16.7K +299 New