Colterpoint Net Lease Real Estate ETF
NETL
18 hedge funds and large institutions have $13.3M invested in Colterpoint Net Lease Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
13% more funds holding
Funds holding: 16 → 18 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22.63% less ownership
Funds ownership: 61.39% → 38.76% (-23%)
44% less capital invested
Capital invested by funds: $23.6M → $13.3M (-$10.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
+$921K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$788K |
| 3 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
+$754K |
| 4 |
HT
HAP Trading
New York
|
+$608K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.86M |
| 2 |
BCM
Beck Capital Management
Austin,
Texas
|
-$224K |
| 3 |
Jane Street
New York
|
-$65.5K |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$41.9K |
| 5 |
PA
PSI Advisors
Tampa,
Florida
|
-$6K |
NETL Hedge Fund Activity: Q1 2020 in Review
18 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Colterpoint Net Lease Real Estate ETF (NETL) for Q1 2020, worth a combined $13.3M — down 44% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NETL positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was One Charles Private Wealth Services, adding an estimated $921K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $8.86M sold.
- 18 institutional investors held Colterpoint Net Lease Real Estate ETF (NETL) as of Q1 2020, up from 16 in Q4 2019.
- Funds reported $13.3M of Colterpoint Net Lease Real Estate ETF stock for Q1 2020, down 44% quarter-over-quarter.
- 7 funds opened new Colterpoint Net Lease Real Estate ETF positions in Q1 2020 and 3 closed out, a net change of +4 holders.
- The largest Colterpoint Net Lease Real Estate ETF buyer in Q1 2020 was One Charles Private Wealth Services, an estimated $921K added.
- The largest Colterpoint Net Lease Real Estate ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $8.86M sold.
Based on aggregated 13F filings for Q1 2020.