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NETLease Corporate Real Estate ETF
NETL

Overview Fund Activity

22 hedge funds and large institutions have $31.1M invested in NETLease Corporate 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.

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
5
Increased
9
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Curi Wealth Management
North Carolina
$2.94M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.03M
3
OCPWS
3
One Charles Private Wealth Services
Massachusetts
$1.45M
4
SWP
4
ShoreHaven Wealth Partners
New Jersey
$1.43M
5
JWS
5
Juncture Wealth Strategies
Arizona
$1.87M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
ASN
2
Advisory Services Network
Georgia
$0
3
TWM
3
TMD Wealth Management
Arizona
$7.51M
4
AIP
4
Ahrens Investment Partners
Louisiana
$231K
5
SPIA
5
Steward Partners Investment Advisory
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
TMD Wealth Management
Arizona
$7.51M 273,029 -4,739 -2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.03M 219,180 +98,153 +81%
DAS
3
Dynamic Advisor Solutions
Arizona
$3.05M 110,773 +34,400 +45%
CWM
4
Curi Wealth Management
North Carolina
$2.94M 106,990 +106,990 New
JWS
5
Juncture Wealth Strategies
Arizona
$1.87M 68,157 +43,411 +175%
RJT
6
Raymond James Trust
Florida
$1.73M 62,860 – –
OCPWS
7
One Charles Private Wealth Services
Massachusetts
$1.45M 52,812 +52,812 New
SWP
8
ShoreHaven Wealth Partners
New Jersey
$1.43M 52,085 +51,685 +12,921%
LPL Financial
9
LPL Financial
California
$1.35M 49,179 +23,548 +92%
CA
10
Continuum Advisory
Idaho
$1.08M 37,781 +3,205 +9%
SWP
11
Stratos Wealth Partners
Ohio
$668K 24,309 +1,648 +7%
Citadel Advisors
12
Citadel Advisors
Florida
$504K 18,327 +18,327 New
TW
13
TrinityPoint Wealth
Connecticut
$332K 12,082 +12,082 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$256K 9,347 +209 +2%
SMA
15
Sage Mountain Advisors
Georgia
$253K 9,210 – –
AIP
16
Ahrens Investment Partners
Louisiana
$231K 8,400 -1,600 -16%
VCM
17
Versant Capital Management
Arizona
$223K 8,094 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$103K 3,757 – –
TWA
19
TCI Wealth Advisors
Arizona
$81K 2,964 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$28K 1,016 +452 +80%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$23K 820 +820 New
NFG
22
Next Financial Group
Texas
$3K 100 -100 -50%
Jane Street
23
Jane Street
New York
– – -15,382 Closed
ASN
24
Advisory Services Network
Georgia
– – -6,440 Closed
SPIA
25
Steward Partners Investment Advisory
New York
– – -700 Closed
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