Colterpoint Net Lease Real Estate ETF
NETL
24 hedge funds and large institutions have $20.9M invested in Colterpoint Net Lease Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.
2.76% more ownership
Funds ownership: 51.77% → 54.53% (+2.8%)
11% less funds holding
Funds holding: 27 → 24 (-3)
11% less capital invested
Capital invested by funds: $23.5M → $20.9M (-$2.61M)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$480K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$261K |
| 3 |
CG
Caprock Group
Boise,
Idaho
|
+$194K |
| 4 |
Morgan Stanley
New York
|
+$78.6K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$44.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
-$2.1M |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$676K |
| 3 |
Jane Street
New York
|
-$453K |
| 4 |
AFG
Atomi Financial Group
New York
|
-$395K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$338K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFG
26
Atomi Financial Group
New York
| – | -$395K | -16,786 | Closed |
|
27
Citadel Advisors
Miami,
Florida
| – | -$242K | -10,307 | Closed |
|
28
Raymond James Financial
St Petersburg,
Florida
| – | -$224K | -9,527 | Closed |
|
29
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$224K | -9,506 | Closed |
|
NETL Hedge Fund Activity: Q1 2025 in Review
24 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Colterpoint Net Lease Real Estate ETF (NETL) for Q1 2025, worth a combined $20.9M — down 11% from $23.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NETL and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was Napa Wealth Management, opening a new position worth an estimated $480K. The largest seller was Juncture Wealth Strategies, exiting entirely with an estimated $2.1M sold.
- 24 institutional investors held Colterpoint Net Lease Real Estate ETF (NETL) as of Q1 2025, down from 27 in Q4 2024.
- Funds reported $20.9M of Colterpoint Net Lease Real Estate ETF stock for Q1 2025, down 11% quarter-over-quarter.
- 2 funds opened new Colterpoint Net Lease Real Estate ETF positions in Q1 2025 and 5 closed out, a net change of -3 holders.
- The largest Colterpoint Net Lease Real Estate ETF buyer in Q1 2025 was Napa Wealth Management, an estimated $480K added.
- The largest Colterpoint Net Lease Real Estate ETF seller in Q1 2025 was Juncture Wealth Strategies, an estimated $2.1M sold.
Based on aggregated 13F filings for Q1 2025.