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US Diversified Real Estate ETF
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Overview Fund Activity

21 hedge funds and large institutions have $106M invested in US Diversified Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
Blue Trust Inc
Georgia
$94.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.15M
3
FCI
Financial Counselors Inc
Kansas
$209K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$194K
5
CFGS
Concourse Financial Group Securities
Alabama
$74.3K

Top Sellers

1
AP
Appleton Partners
Massachusetts
$0
2
UBS Group
UBS Group
Switzerland
$12K
3
SB
Strategic Blueprint
Georgia
$232K
4
TC
TAP Consulting
Missouri
$4.42M
5
Morgan Stanley
Morgan Stanley
New York
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$94.4M +$4.5M +155,759 +5%
TC
2
TAP Consulting
Missouri
$4.42M -$21.8K -810 -0.5%
VA
3
Vident Advisory
Georgia
$1.9M +$1.9M +70,541 New
Morgan Stanley
4
Morgan Stanley
New York
$1.77M -$19.3K -719 -1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.15M +$411K +15,295 +55%
Citadel Advisors
6
Citadel Advisors
Florida
$483K +$1.88K +70 +0.4%
FCM
7
Firestone Capital Management
Florida
$311K – – –
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$302K – – –
FFN
9
Focus Financial Network
Minnesota
$253K -$1.24K -46 -0.5%
SB
10
Strategic Blueprint
Georgia
$232K -$37.4K -1,393 -14%
FCI
11
Financial Counselors Inc
Kansas
$209K +$209K +7,790 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$194K +$99.5K +3,700 +105%
AF
13
Allworth Financial
California
$77.2K +$511 +19 +0.7%
CFGS
14
Concourse Financial Group Securities
Alabama
$74.3K +$74.3K +2,765 New
Osaic Holdings
15
Osaic Holdings
Arizona
$56.1K +$18.6K +693 +50%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$20K -$1.92K -70 -9%
Wells Fargo
17
Wells Fargo
California
$14.4K +$14.4K +535 New
UBS Group
18
UBS Group
Switzerland
$12K -$90.6K -3,369 -88%
US Bancorp
19
US Bancorp
Minnesota
$5.19K +$5.19K +193 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$2.66K +$2.66K +99 New
SPIA
21
Steward Partners Investment Advisory
New York
$726 – – –
VIA
22
Vident Investment Advisory
Georgia
– -$1.45M -50,212 Closed
AP
23
Appleton Partners
Massachusetts
– -$205K -7,090 Closed
WP
24
WealthPLAN Partners
Nebraska
– -$1.56K -54 Closed