Colterpoint Net Lease Real Estate ETF
NETL
32 hedge funds and large institutions have $92.8M invested in Colterpoint Net Lease Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 6 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
38% more capital invested
Capital invested by funds: $67.5M → $92.8M (+$25.3M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
11.75% more ownership
Funds ownership: 54.96% → 66.71% (+12%)
3% more funds holding
Funds holding: 31 → 32 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$998K |
| 2 |
CWM
Curi Wealth Management
Raleigh,
North Carolina
|
+$658K |
| 3 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
+$592K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$580K |
| 5 |
TW
TrinityPoint Wealth
Milford,
Connecticut
|
+$543K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$812K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$236K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$224K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$126K |
| 5 |
LPL Financial
San Diego,
California
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
HighTower Advisors
Chicago,
Illinois
| $212K | -$3.17K | -102 | -2% |
|
27
Prudential Financial
Newark,
New Jersey
| $201K | +$196K | +6,314 | New |
|
|
AIP
28
Ahrens Investment Partners
Lafayette,
Louisiana
| $143K | +$140K | +4,500 | New |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $105K | -$11.1K | -357 | -10% |
|
|
TWA
30
TCI Wealth Advisors
Tucson,
Arizona
| $94K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $15K | – | – | – |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | -$4.88K | -157 | -28% |
|
|
33
Jane Street
New York
| – | -$812K | -27,450 | Closed |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$236K | -7,990 | Closed |
|
|
35
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$224K | -7,570 | Closed |
|
|
36
Bank of America
Charlotte,
North Carolina
| – | -$126K | -4,269 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$26K | -895 | Closed |
|
|
CFA
38
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$5K | -177 | Closed |
|
NETL Hedge Fund Activity: Q4 2021 in Review
32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Colterpoint Net Lease Real Estate ETF (NETL) for Q4 2021, worth a combined $92.8M — up 38% from $67.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NETL positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 6 trimmed.
The largest buyer was Dynamic Advisor Solutions, adding an estimated $998K. The largest seller was Jane Street, exiting entirely with an estimated $812K sold.
- 32 institutional investors held Colterpoint Net Lease Real Estate ETF (NETL) as of Q4 2021, up from 31 in Q3 2021.
- Funds reported $92.8M of Colterpoint Net Lease Real Estate ETF stock for Q4 2021, up 38% quarter-over-quarter.
- 7 funds opened new Colterpoint Net Lease Real Estate ETF positions in Q4 2021 and 6 closed out, a net change of +1 holder.
- The largest Colterpoint Net Lease Real Estate ETF buyer in Q4 2021 was Dynamic Advisor Solutions, an estimated $998K added.
- The largest Colterpoint Net Lease Real Estate ETF seller in Q4 2021 was Jane Street, an estimated $812K sold.
Based on aggregated 13F filings for Q4 2021.