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Colterpoint Net Lease Real Estate ETF

23 hedge funds and large institutions have $26.3M invested in Colterpoint Net Lease Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more funds holding

Funds holding: 2123 (+2)

1.21% more ownership

Funds ownership: 62.78%63.98% (+1.2%)

2% more capital invested

Capital invested by funds: $25.9M → $26.3M (+$430K)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.26M -$96.1K -3,983 -1%
Raymond James Financial
2
Raymond James Financial
Florida
$5.92M +$858K +35,553 +17%
DAS
3
Dynamic Advisor Solutions
Arizona
$5.44M +$331K +13,731 +6%
MCM
4
MAI Capital Management
Ohio
$2.17M -$406K -16,806 -16%
SWP
5
Stratos Wealth Partners
Ohio
$1.38M +$44K +1,824 +3%
LPL Financial
6
LPL Financial
California
$1.35M +$153K +6,346 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$909K +$925K +38,312 New
BCI
8
Brinker Capital Investments
Pennsylvania
$608K +$283K +11,718 +84%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$474K -$76K -3,149 -14%
Goldman Sachs
10
Goldman Sachs
New York
$425K -$410 -17 -0.1%
Two Sigma Investments
11
Two Sigma Investments
New York
$275K -$79.7K -3,300 -22%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$220K +$224K +9,265 New
GIA
13
Gladstone Institutional Advisory
Florida
$219K +$222K +9,214 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$210K +$1.45K +60 +0.7%
VCM
15
Versant Capital Management
Arizona
$181K
Osaic Holdings
16
Osaic Holdings
Arizona
$163K +$87.4K +3,620 +112%
UB
17
UMB Bank
Missouri
$80.7K -$53.6K -2,219 -39%
PTC
18
Private Trust Company
Ohio
$15.1K
Comerica Bank
19
Comerica Bank
Texas
$12.7K -$24.1K -1,000 -65%
KFAS
20
Keating Financial Advisory Services
Kansas
$12K +$12.2K +504 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9K -$270K -11,200 -97%
UBS Group
22
UBS Group
Switzerland
$5.81K +$5.91K +245 New
HI
23
Harbour Investments
Wisconsin
$237
ASN
24
Advisory Services Network
Georgia
-$8.51K -345 Closed
NFSG
25
Newbridge Financial Services Group
Florida
-$6.58K -267 Closed

NETL Hedge Fund Activity: Q4 2025 in Review

23 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Colterpoint Net Lease Real Estate ETF (NETL) for Q4 2025, worth a combined $26.3M — up 1.7% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NETL positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $925K. The largest seller was MAI Capital Management, cutting an estimated $406K.

  • 23 institutional investors held Colterpoint Net Lease Real Estate ETF (NETL) as of Q4 2025, up from 21 in Q3 2025.
  • Funds reported $26.3M of Colterpoint Net Lease Real Estate ETF stock for Q4 2025, up 1.7% quarter-over-quarter.
  • 5 funds opened new Colterpoint Net Lease Real Estate ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest Colterpoint Net Lease Real Estate ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $925K added.
  • The largest Colterpoint Net Lease Real Estate ETF seller in Q4 2025 was MAI Capital Management, an estimated $406K sold.

Based on aggregated 13F filings for Q4 2025.