Colterpoint Net Lease Real Estate ETF
NETL
27 hedge funds and large institutions have $27.7M invested in Colterpoint Net Lease Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.
0.81% more ownership
Funds ownership: 44.48% → 45.29% (+0.81%)
4% less funds holding
Funds holding: 28 → 27 (-1)
6% less capital invested
Capital invested by funds: $29.4M → $27.7M (-$1.65M)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Atomi Financial Group
New York
|
+$916K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$446K |
| 3 |
VW
Vance Wealth
Santa Clarita,
California
|
+$146K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$131K |
| 5 |
Morgan Stanley
New York
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.35M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$373K |
| 3 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
-$130K |
| 4 |
LPL Financial
San Diego,
California
|
-$80.5K |
| 5 |
CA
Continuum Advisory
Eagle,
Idaho
|
-$72.8K |
NETL Hedge Fund Activity: Q1 2024 in Review
27 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Colterpoint Net Lease Real Estate ETF (NETL) for Q1 2024, worth a combined $27.7M — down 5.6% from $29.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NETL and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.
The largest buyer was Atomi Financial Group, opening a new position worth an estimated $916K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.35M.
- 27 institutional investors held Colterpoint Net Lease Real Estate ETF (NETL) as of Q1 2024, down from 28 in Q4 2023.
- Funds reported $27.7M of Colterpoint Net Lease Real Estate ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
- 2 funds opened new Colterpoint Net Lease Real Estate ETF positions in Q1 2024 and 3 closed out, a net change of -1 holder.
- The largest Colterpoint Net Lease Real Estate ETF buyer in Q1 2024 was Atomi Financial Group, an estimated $916K added.
- The largest Colterpoint Net Lease Real Estate ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $1.35M sold.
Based on aggregated 13F filings for Q1 2024.