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NETLease Corporate Real Estate ETF
NETL

Overview Fund Activity

27 hedge funds and large institutions have $41.7M invested in NETLease Corporate Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
8
Reduced
10
Closed
4
Calls
$207K
Puts
$4K
Net Calls
+$203K
Net Calls Change
+$203K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.06M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$4.39M
4
SWP
4
Stratos Wealth Partners
Ohio
$602K
5
UBS Group
5
UBS Group
Switzerland
$30.4K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.7M
2
VW
2
Vance Wealth
California
$4.6M
3
CWM
3
Curi Wealth Management
North Carolina
$0
4
JWS
4
Juncture Wealth Strategies
Arizona
$2.25M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.6M 631,249 -7,853 -1%
VW
2
Vance Wealth
California
$4.6M 213,408 -106,083 -33%
DAS
3
Dynamic Advisor Solutions
Arizona
$4.39M 203,510 +29,917 +17%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.7M 171,548 -245,298 -59%
JWS
5
Juncture Wealth Strategies
Arizona
$2.25M 104,181 -16,308 -14%
NEPWA
6
New England Private Wealth Advisors
Massachusetts
$1.84M 85,537 +742 +0.9%
ACM
7
Anfield Capital Management
California
$1.7M 78,925 -816 -1%
CA
8
Continuum Advisory
Idaho
$1.21M 55,898 +675 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.2M 55,647 +41,269 +287%
HHRDM
10
H&H Retirement Design & Management
Nevada
$1.2M 56,125 +1,020 +2%
Citadel Advisors
11
Citadel Advisors
Florida
$1.06M 49,185 +31,423 +177%
LPL Financial
12
LPL Financial
California
$909K 42,156 -6,558 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$852K 39,504 -13,401 -25%
SWP
14
Stratos Wealth Partners
Ohio
$602K 27,912 +1,467 +6%
RJT
15
Raymond James Trust
Florida
$573K 26,584 – –
Goldman Sachs
16
Goldman Sachs
New York
$386K 17,895 -6,589 -27%
UB
17
UMB Bank
Missouri
$323K 14,988 – –
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$323K 14,977 +306 +2%
VCM
19
Versant Capital Management
Arizona
$297K 13,769 – –
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$271K 12,555 -612 -5%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$173K 8,000 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$167K 7,764 -655 -8%
PTC
23
Private Trust Company
Ohio
$34.4K 1,595 – –
UBS Group
24
UBS Group
Switzerland
$30.4K 1,409 +1,409 New
Comerica Bank
25
Comerica Bank
Texas
$12.1K 560 +560 New
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