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US Diversified Real Estate ETF
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Overview Fund Activity

19 hedge funds and large institutions have $114M invested in US Diversified Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
Blue Trust Inc
Georgia
$100M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.31M
3
FCI
Financial Counselors Inc
Kansas
$559K
4
OFS
OneAscent Financial Services
Alabama
$319K
5
VA
Vident Advisory
Georgia
$2.54M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.94M
2
W
WorthPointe
California
$0
3
CFGS
Concourse Financial Group Securities
Alabama
$0
4
AF
Allworth Financial
California
$66.1K
5
Osaic Holdings
Osaic Holdings
Arizona
$21K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$100M +$1.48M +48,788 +1%
TC
2
TAP Consulting
Missouri
$5.14M +$52K +1,716 +1%
VA
3
Vident Advisory
Georgia
$2.54M +$298K +9,811 +13%
Morgan Stanley
4
Morgan Stanley
New York
$1.94M -$1.89M -62,317 -49%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.31M +$519K +17,101 +65%
FCI
6
Financial Counselors Inc
Kansas
$559K +$326K +10,740 +140%
Citadel Advisors
7
Citadel Advisors
Florida
$517K +$57.2K +1,886 +12%
FCM
8
Firestone Capital Management
Florida
$359K – – –
WCFA
9
Walkner Condon Financial Advisors
Wisconsin
$341K – – –
OFS
10
OneAscent Financial Services
Alabama
$319K +$319K +10,530 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$274K +$203K +6,688 +286%
FFN
12
Focus Financial Network
Minnesota
$270K +$1.79K +64 +0.7%
HighTower Advisors
13
HighTower Advisors
Illinois
$228K +$16.9K +560 +8%
AP
14
Appleton Partners
Massachusetts
$215K – – –
AF
15
Allworth Financial
California
$66.1K -$22.8K -751 -26%
Osaic Holdings
16
Osaic Holdings
Arizona
$21K -$21.2K -700 -50%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
UBS Group
18
UBS Group
Switzerland
$1.3K -$9.4K -310 -88%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$910 -$728 -24 -44%
W
20
WorthPointe
California
– -$297K -9,821 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– -$80.3K -2,655 Closed