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NETLease Corporate Real Estate ETF
NETL

Overview Fund Activity

28 hedge funds and large institutions have $34.3M invested in NETLease Corporate Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
5
Reduced
11
Closed
3
Calls
$402K
Puts
–
Net Calls
+$402K
Net Calls Change
+$199K

Top Buyers

1
Jane Street
1
Jane Street
New York
$644K
2
JWS
2
Juncture Wealth Strategies
Arizona
$3.23M
3
LPL Financial
3
LPL Financial
California
$1.16M
4
SWP
4
Stratos Wealth Partners
Ohio
$798K
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$466K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.79M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.58M
3
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$930K
4
HHRDM
4
H&H Retirement Design & Management
Nevada
$0
5
CA
5
Continuum Advisory
Idaho
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.79M 391,888 -239,361 -38%
VW
2
Vance Wealth
California
$5.1M 204,389 -9,019 -4%
DAS
3
Dynamic Advisor Solutions
Arizona
$4.95M 200,421 -3,089 -2%
JWS
4
Juncture Wealth Strategies
Arizona
$3.23M 129,520 +25,339 +24%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.58M 103,208 -68,340 -40%
LPL Financial
6
LPL Financial
California
$1.16M 46,344 +4,188 +10%
ACM
7
Anfield Capital Management
California
$1.11M 44,381 -34,544 -44%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$930K 37,232 -48,305 -56%
SWP
9
Stratos Wealth Partners
Ohio
$798K 31,950 +4,038 +14%
RJT
10
Raymond James Trust
Florida
$664K 26,584 – –
Jane Street
11
Jane Street
New York
$644K 25,774 +25,774 New
Osaic Holdings
12
Osaic Holdings
Arizona
$584K 23,375 -32,272 -58%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$466K 18,653 +3,676 +25%
Goldman Sachs
14
Goldman Sachs
New York
$447K 17,895 – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$373K 14,919 -24,585 -62%
VCM
16
Versant Capital Management
Arizona
$344K 13,769 – –
UB
17
UMB Bank
Missouri
$318K 12,733 -2,255 -15%
CA
18
Continuum Advisory
Idaho
$217K 8,682 -47,216 -84%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$200K 8,000 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$142K 5,669 -2,095 -27%
FFA
21
Farther Finance Advisors
California
$84K 3,363 +3,363 New
UBS Group
22
UBS Group
Switzerland
$51.5K 2,062 +653 +46%
PTC
23
Private Trust Company
Ohio
$39.8K 1,595 – –
ASN
24
Advisory Services Network
Georgia
$35.6K 1,424 +1,424 New
Comerica Bank
25
Comerica Bank
Texas
$14K 560 – –
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