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US Diversified Real Estate ETF
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Overview Fund Activity

21 hedge funds and large institutions have $24.2M invested in US Diversified Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$530K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.88M
3
GS
3
GTS Securities
New York
$708K
4
EAM
4
Empirical Asset Management
Massachusetts
$2.34M
5
Raymond James Financial
5
Raymond James Financial
Florida
$65.9K

Top Sellers

1
BTI
1
Blue Trust Inc
Georgia
$13.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
VA
4
Vident Advisory
Georgia
$2.46M
5
FCM
5
Firestone Capital Management
Florida
$279K
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$13.7M 450,721 -352,230 -44%
VA
2
Vident Advisory
Georgia
$2.46M 80,888 -8,145 -9%
EAM
3
Empirical Asset Management
Massachusetts
$2.34M 76,899 +2,552 +3%
Goldman Sachs
4
Goldman Sachs
New York
$1.88M 61,968 +6,956 +13%
GS
5
GTS Securities
New York
$708K 23,284 +3,958 +20%
AWA
6
Arkadios Wealth Advisors
Georgia
$539K 17,718 +1,367 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$530K 17,428 +14,464 +488%
MOS
8
MGO One Seven
Ohio
$480K 15,789 -156 -1%
OFS
9
OneAscent Financial Services
Alabama
$441K 14,488 +164 +1%
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$345K 11,340 – –
FFN
11
Focus Financial Network
Minnesota
$303K 9,966 +76 +0.8%
FCM
12
Firestone Capital Management
Florida
$279K 9,183 -1,815 -17%
Raymond James Financial
13
Raymond James Financial
Florida
$65.9K 2,168 +2,168 New
AF
14
Allworth Financial
California
$45.2K 1,488 – –
UBS Group
15
UBS Group
Switzerland
$38.6K 1,270 +960 +310%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$30.9K 1,016 -158 -13%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$25.1K 825 – –
MCM
18
MAI Capital Management
Ohio
$12.8K 421 – –
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3K 89 – –
CAM
20
Clarity Asset Management
Iowa
$2.71K 89 +89 New
PA
21
Parallel Advisors
California
$912 30 +30 New
Morgan Stanley
22
Morgan Stanley
New York
– – -72,019 Closed
HighTower Advisors
23
HighTower Advisors
Illinois
– – -8,226 Closed
AP
24
Advisors Preferred
Maryland
– – -1,484 Closed
KPP
25
Kings Path Partners
Texas
– – -536 Closed