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NETLease Corporate Real Estate ETF
NETL

Overview Fund Activity

30 hedge funds and large institutions have $61.1M invested in NETLease Corporate Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
13
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$487K
4
ASN
4
Advisory Services Network
Georgia
$192K
5
ACM
5
Anfield Capital Management
California
$2.02M

Top Sellers

1
OCPWS
1
One Charles Private Wealth Services
Massachusetts
$0
2
JWS
2
Juncture Wealth Strategies
Arizona
$1.55M
3
VW
3
Vance Wealth
California
$7.53M
4
TW
4
TrinityPoint Wealth
Connecticut
$1.96M
5
CWM
5
Curi Wealth Management
North Carolina
$4.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.6M 690,726 +637,114 +1,188%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.3M 405,228 +22,401 +6%
VW
3
Vance Wealth
California
$7.53M 295,120 -115,761 -28%
DAS
4
Dynamic Advisor Solutions
Arizona
$4.88M 191,249 +357 +0.2%
CWM
5
Curi Wealth Management
North Carolina
$4.79M 187,899 -23,832 -11%
ACM
6
Anfield Capital Management
California
$2.02M 78,492 +3,375 +4%
TW
7
TrinityPoint Wealth
Connecticut
$1.96M 76,907 -113,783 -60%
LPL Financial
8
LPL Financial
California
$1.61M 63,074 -4,089 -6%
JWS
9
Juncture Wealth Strategies
Arizona
$1.55M 60,778 -125,697 -67%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.36M 53,172 -597 -1%
SWP
11
Stratos Wealth Partners
Ohio
$1.24M 48,711 +18 +0%
RJT
12
Raymond James Trust
Florida
$1.19M 46,769 – –
CA
13
Continuum Advisory
Idaho
$1.18M 46,166 +776 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$487K 19,060 +7,570 +66%
UB
15
UMB Bank
Missouri
$440K 17,242 +605 +4%
BCP
16
Blackhawk Capital Partners
Wisconsin
$433K 16,977 +55 +0.3%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$409K 16,035 +1,095 +7%
Jane Street
18
Jane Street
New York
$391K 15,322 -19,990 -57%
VCM
19
Versant Capital Management
Arizona
$351K 13,769 +43 +0.3%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$272K 10,662 +936 +10%
KAS
21
Kestra Advisory Services
Texas
$263K 10,297 -509 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$214K 8,386 +388 +5%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$204K 8,000 -150 -2%
ASN
24
Advisory Services Network
Georgia
$192K 7,541 +7,541 New
TWA
25
TCI Wealth Advisors
Arizona
$75.6K 2,964 – –
1
2