Colterpoint Net Lease Real Estate ETF
NETL
22 hedge funds and large institutions have $31.1M invested in Colterpoint Net Lease Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
68% more capital invested
Capital invested by funds: $18.5M → $31.1M (+$12.6M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 21 → 22 (+1)
3.16% more ownership
Funds ownership: 37.53% → 40.69% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Curi Wealth Management
Raleigh,
North Carolina
|
+$2.83M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.6M |
| 3 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
+$1.4M |
| 4 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
+$1.37M |
| 5 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$400K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$167K |
| 3 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$126K |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$42.4K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$16K | -626 | Closed |
|
NETL Hedge Fund Activity: Q1 2021 in Review
22 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Colterpoint Net Lease Real Estate ETF (NETL) for Q1 2021, worth a combined $31.1M — up 68% from $18.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NETL positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Curi Wealth Management, opening a new position worth an estimated $2.83M. The largest seller was Jane Street, exiting entirely with an estimated $400K sold.
- 22 institutional investors held Colterpoint Net Lease Real Estate ETF (NETL) as of Q1 2021, up from 21 in Q4 2020.
- Funds reported $31.1M of Colterpoint Net Lease Real Estate ETF stock for Q1 2021, up 68% quarter-over-quarter.
- 5 funds opened new Colterpoint Net Lease Real Estate ETF positions in Q1 2021 and 4 closed out, a net change of +1 holder.
- The largest Colterpoint Net Lease Real Estate ETF buyer in Q1 2021 was Curi Wealth Management, an estimated $2.83M added.
- The largest Colterpoint Net Lease Real Estate ETF seller in Q1 2021 was Jane Street, an estimated $400K sold.
Based on aggregated 13F filings for Q1 2021.