We are live on ! Find out more
NETL icon

Colterpoint Net Lease Real Estate ETF

21 hedge funds and large institutions have $25.9M invested in Colterpoint Net Lease Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more capital invested

Capital invested by funds: $25.8M → $25.9M (+$76.8K)

0.41% less ownership

Funds ownership: 63.19%62.78% (-0.41%)

13% less funds holding

Funds holding: 2421 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.59M +$442K +18,034 +7%
DAS
2
Dynamic Advisor Solutions
Arizona
$5.55M -$104K -4,245 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$5.27M +$1.17M +47,706 +29%
MCM
4
MAI Capital Management
Ohio
$2.66M -$452K -18,438 -15%
SWP
5
Stratos Wealth Partners
Ohio
$1.39M +$200K +8,142 +17%
LPL Financial
6
LPL Financial
California
$1.25M +$85.9K +3,505 +7%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$570K +$5.88K +240 +1%
NWM
8
Napa Wealth Management
California
$490K +$27.1K +1,105 +6%
Goldman Sachs
9
Goldman Sachs
New York
$441K +$417 +17 +0.1%
Two Sigma Investments
10
Two Sigma Investments
New York
$367K -$17.2K -700 -4%
BCI
11
Brinker Capital Investments
Pennsylvania
$343K +$51K +2,080 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$285K -$4.73K -193 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$216K -$10.4K -424 -5%
VCM
14
Versant Capital Management
Arizona
$188K -$14.2K -578 -7%
UB
15
UMB Bank
Missouri
$138K -$32.5K -1,324 -19%
Osaic Holdings
16
Osaic Holdings
Arizona
$80.6K -$4.83K -197 -6%
Comerica Bank
17
Comerica Bank
Texas
$37.8K
PTC
18
Private Trust Company
Ohio
$15.7K
ASN
19
Advisory Services Network
Georgia
$8.51K +$8.46K +345 New
NFSG
20
Newbridge Financial Services Group
Florida
$6.58K +$6.13K +250 +1,471%
HI
21
Harbour Investments
Wisconsin
$246
HighTower Advisors
22
HighTower Advisors
Illinois
-$904K -37,010 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$607K -24,852 Closed
AWM
24
AE Wealth Management
Kansas
-$6.37K -261 Closed
UBS Group
25
UBS Group
Switzerland
-$1.07K -44 Closed

NETL Hedge Fund Activity: Q3 2025 in Review

21 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Colterpoint Net Lease Real Estate ETF (NETL) for Q3 2025, worth a combined $25.9M — up 0.3% from $25.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NETL and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Raymond James Financial, adding an estimated $1.17M. The largest seller was HighTower Advisors, exiting entirely with an estimated $904K sold.

  • 21 institutional investors held Colterpoint Net Lease Real Estate ETF (NETL) as of Q3 2025, down from 24 in Q2 2025.
  • Funds reported $25.9M of Colterpoint Net Lease Real Estate ETF stock for Q3 2025, up 0.3% quarter-over-quarter.
  • 1 fund opened new Colterpoint Net Lease Real Estate ETF positions in Q3 2025 and 4 closed out, a net change of -3 holders.
  • The largest Colterpoint Net Lease Real Estate ETF buyer in Q3 2025 was Raymond James Financial, an estimated $1.17M added.
  • The largest Colterpoint Net Lease Real Estate ETF seller in Q3 2025 was HighTower Advisors, an estimated $904K sold.

Based on aggregated 13F filings for Q3 2025.