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Colterpoint Net Lease Real Estate ETF

27 hedge funds and large institutions have $23.5M invested in Colterpoint Net Lease Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7.43% more ownership

Funds ownership: 44.34%51.77% (+7.4%)

0% more funds holding

Funds holding: 2727 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

1% less capital invested

Capital invested by funds: $23.8M → $23.5M (-$300K)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$6.14K +$6.65K +261 New
HI
27
Harbour Investments
Wisconsin
$235
CG
28
Caprock Group
Idaho
-$217K -8,000 Closed
CF
29
Centaurus Financial
California
-$102K -3,764 Closed
FFA
30
Farther Finance Advisors
California
-$97.8K -3,601 Closed

NETL Hedge Fund Activity: Q4 2024 in Review

27 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Colterpoint Net Lease Real Estate ETF (NETL) for Q4 2024, worth a combined $23.5M — down 1.3% from $23.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NETL positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 9 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $4.23M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $705K.

  • 27 institutional investors held Colterpoint Net Lease Real Estate ETF (NETL) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $23.5M of Colterpoint Net Lease Real Estate ETF stock for Q4 2024, down 1.3% quarter-over-quarter.
  • 4 funds opened new Colterpoint Net Lease Real Estate ETF positions in Q4 2024 and 3 closed out, a net change of +1 holder.
  • The largest Colterpoint Net Lease Real Estate ETF buyer in Q4 2024 was MAI Capital Management, an estimated $4.23M added.
  • The largest Colterpoint Net Lease Real Estate ETF seller in Q4 2024 was Dynamic Advisor Solutions, an estimated $705K sold.

Based on aggregated 13F filings for Q4 2024.