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NETLease Corporate Real Estate ETF
NETL

Overview Fund Activity

32 hedge funds and large institutions have $65M invested in NETLease Corporate Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
11
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEPWA
1
New England Private Wealth Advisors
Massachusetts
$2.09M
2
CWM
2
Curi Wealth Management
North Carolina
$6.25M
3
HHRDM
3
H&H Retirement Design & Management
Nevada
$1.38M
4
JWS
4
Juncture Wealth Strategies
Arizona
$2.13M
5
Goldman Sachs
5
Goldman Sachs
New York
$416K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.67M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$4.34M
3
BCP
3
Blackhawk Capital Partners
Wisconsin
$0
4
Jane Street
4
Jane Street
New York
$0
5
TW
5
TrinityPoint Wealth
Connecticut
$1.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.7M 706,292 +15,566 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.67M 385,663 -19,565 -5%
VW
3
Vance Wealth
California
$7.68M 306,122 +11,002 +4%
CWM
4
Curi Wealth Management
North Carolina
$6.25M 249,035 +61,136 +33%
DAS
5
Dynamic Advisor Solutions
Arizona
$4.34M 173,185 -18,064 -9%
JWS
6
Juncture Wealth Strategies
Arizona
$2.13M 84,966 +24,188 +40%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$2.09M 83,221 +83,221 New
ACM
8
Anfield Capital Management
California
$2.08M 83,116 +4,624 +6%
TW
9
TrinityPoint Wealth
Connecticut
$1.77M 70,433 -6,474 -8%
LPL Financial
10
LPL Financial
California
$1.49M 59,529 -3,545 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.39M 55,535 +2,363 +4%
HHRDM
12
H&H Retirement Design & Management
Nevada
$1.38M 56,684 +56,684 New
CA
13
Continuum Advisory
Idaho
$1.31M 52,216 +6,050 +13%
RJT
14
Raymond James Trust
Florida
$1.17M 46,769 – –
SWP
15
Stratos Wealth Partners
Ohio
$1.11M 44,130 -4,581 -9%
UB
16
UMB Bank
Missouri
$422K 16,841 -401 -2%
Goldman Sachs
17
Goldman Sachs
New York
$416K 16,584 +16,584 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$408K 16,261 +226 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$371K 14,811 -4,249 -22%
VCM
20
Versant Capital Management
Arizona
$345K 13,769 – –
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$317K 12,652 +1,990 +19%
KAS
22
Kestra Advisory Services
Texas
$265K 10,560 +263 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$209K 8,336 -50 -0.6%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$201K 8,000 – –
ASN
25
Advisory Services Network
Georgia
$176K 7,024 -517 -7%
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