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US Diversified Real Estate ETF
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Overview Fund Activity

20 hedge funds and large institutions have $102M invested in US Diversified Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.82M
2
W
WorthPointe
California
$297K
3
AP
Appleton Partners
Massachusetts
$215K
4
HighTower Advisors
HighTower Advisors
Illinois
$212K
5
VA
Vident Advisory
Georgia
$2.23M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$790K
2
BTI
Blue Trust Inc
Georgia
$87.6M
3
SB
Strategic Blueprint
Georgia
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$71K
5
Citadel Advisors
Citadel Advisors
Florida
$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$87.6M -$274K -10,207 -0.3%
TC
2
TAP Consulting
Missouri
$5.07M +$97.5K +3,224 +2%
Morgan Stanley
3
Morgan Stanley
New York
$3.82M +$1.83M +60,391 +91%
VA
4
Vident Advisory
Georgia
$2.23M +$98.9K +3,269 +5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$790K -$510K -16,843 -39%
Citadel Advisors
6
Citadel Advisors
Florida
$459K -$85.1K -2,814 -16%
FCM
7
Firestone Capital Management
Florida
$358K +$8.08K +267 +2%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$340K – – –
W
9
WorthPointe
California
$297K +$297K +9,821 New
FFN
10
Focus Financial Network
Minnesota
$290K +$4.72K +156 +2%
FCI
11
Financial Counselors Inc
Kansas
$233K -$3.06K -101 -1%
AP
12
Appleton Partners
Massachusetts
$215K +$215K +7,105 New
HighTower Advisors
13
HighTower Advisors
Illinois
$212K +$212K +7,012 New
AF
14
Allworth Financial
California
$88.6K +$1.72K +57 +2%
CFGS
15
Concourse Financial Group Securities
Alabama
$80.3K -$3.33K -110 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$71K -$148K -4,878 -68%
Osaic Holdings
17
Osaic Holdings
Arizona
$42.1K -$21K -693 -33%
UBS Group
18
UBS Group
Switzerland
$10.7K -$2.78K -92 -21%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3K -$21.6K -642 -88%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.63K +$1.63K +54 New
SB
21
Strategic Blueprint
Georgia
– -$232K -8,613 Closed
Wells Fargo
22
Wells Fargo
California
– -$14.4K -535 Closed
US Bancorp
23
US Bancorp
Minnesota
– -$5.19K -193 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
– -$2.66K -99 Closed
SPIA
25
Steward Partners Investment Advisory
New York
– -$726 -27 Closed