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US Diversified Real Estate ETF
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Overview Fund Activity

15 hedge funds and large institutions have $122M invested in US Diversified Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
4
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCFA
Walkner Condon Financial Advisors
Wisconsin
$703K
2
TC
TAP Consulting
Missouri
$10.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.41M
4
Members Trust
Members Trust
Florida
$215K
5
FCM
Firestone Capital Management
Florida
$331K

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$103M
2
PPA
Parametric Portfolio Associates
Washington
$4.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$155K
4
UBS Group
UBS Group
Switzerland
$0
5
CFD
Creative Financial Designs
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$103M -$2.46M -71,302 -2%
TC
2
TAP Consulting
Missouri
$10.2M +$484K +12,272 +5%
PPA
3
Parametric Portfolio Associates
Washington
$4.2M -$201K -5,080 -5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.41M +$286K +7,232 +25%
AP
5
Appleton Partners
Massachusetts
$774K -$711 -18 -0.1%
WCFA
6
Walkner Condon Financial Advisors
Wisconsin
$703K +$703K +17,800 New
EWA
7
EverSource Wealth Advisors
Alabama
$454K +$454K +11,512 New
FCM
8
Firestone Capital Management
Florida
$331K +$112K +2,846 +51%
CAN
9
Cetera Advisor Networks
California
$320K +$21.3K +539 +7%
Members Trust
10
Members Trust
Florida
$215K +$215K +5,454 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$155K -$138K -3,491 -47%
FFWM
12
Future Financial Wealth Management
Ohio
$69K +$69K +1,762 New
Osaic Holdings
13
Osaic Holdings
Arizona
$49K -$18.4K -464 -27%
Morgan Stanley
14
Morgan Stanley
New York
$20K – – –
SPIA
15
Steward Partners Investment Advisory
New York
$1K +$1K +27 New
UBS Group
16
UBS Group
Switzerland
– -$23K -648 Closed
CFD
17
Creative Financial Designs
Indiana
– -$21K -590 Closed
Wells Fargo
18
Wells Fargo
California
– -$10K -288 Closed