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Colterpoint Net Lease Real Estate ETF

29 hedge funds and large institutions have $27.6M invested in Colterpoint Net Lease Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

26% more funds holding

Funds holding: 2329 (+6)

5% more capital invested

Capital invested by funds: $26.3M → $27.6M (+$1.31M)

2.65% less ownership

Funds ownership: 63.98%61.34% (-2.6%)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
4
Closed
2
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$6.9M +$767K +30,164 +12%
DAS
2
Dynamic Advisor Solutions
Arizona
$5.64M -$271K -10,641 -4%
Morgan Stanley
3
Morgan Stanley
New York
$3.03M -$3.58M -140,736 -53%
MCM
4
MAI Capital Management
Ohio
$1.98M -$288K -11,334 -12%
Goldman Sachs
5
Goldman Sachs
New York
$1.75M +$1.35M +52,959 +296%
LPL Financial
6
LPL Financial
California
$1.54M +$143K +5,620 +10%
SWP
7
Stratos Wealth Partners
Ohio
$1.5M +$58.6K +2,304 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.06M +$122K +4,808 +13%
WWM
9
WT Wealth Management
Arizona
$615K +$633K +24,892 New
Jane Street
10
Jane Street
New York
$593K +$610K +24,001 New
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$500K +$6.36K +250 +1%
Two Sigma Investments
12
Two Sigma Investments
New York
$457K +$175K +6,900 +59%
Citadel Advisors
13
Citadel Advisors
Florida
$376K +$387K +15,214 New
GIA
14
Gladstone Institutional Advisory
Florida
$347K +$123K +4,844 +53%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$287K +$296K +11,630 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$270K +$53.6K +2,107 +24%
PAG
17
Private Advisor Group
New Jersey
$242K +$249K +9,798 New
Osaic Holdings
18
Osaic Holdings
Arizona
$200K +$32.3K +1,271 +19%
VCM
19
Versant Capital Management
Arizona
$189K
UB
20
UMB Bank
Missouri
$61.4K -$23.3K -915 -27%
UBS Group
21
UBS Group
Switzerland
$24.6K +$19.1K +750 +306%
PTC
22
Private Trust Company
Ohio
$16.5K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$13.2K +$13.6K +535 New
KFAS
24
Keating Financial Advisory Services
Kansas
$12.6K +$153 +6 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9K