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US Diversified Real Estate ETF
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Overview Fund Activity

22 hedge funds and large institutions have $117M invested in US Diversified Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.63M
2
EAM
Empirical Asset Management
Massachusetts
$705K
3
BP
Ballentine Partners
Massachusetts
$522K
4
GS
GTS Securities
New York
$422K
5
MOS
MGO One Seven
Ohio
$316K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$348K
2
BTI
Blue Trust Inc
Georgia
$99.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$124K
5
Osaic Holdings
Osaic Holdings
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$99.7M -$591K -19,490 -0.6%
TC
2
TAP Consulting
Missouri
$5.28M +$145K +4,797 +3%
VA
3
Vident Advisory
Georgia
$2.71M +$176K +5,798 +7%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.63M +$2.63M +87,824 New
Morgan Stanley
5
Morgan Stanley
New York
$1.97M +$25.9K +855 +1%
EAM
6
Empirical Asset Management
Massachusetts
$705K +$705K +23,239 New
FCI
7
Financial Counselors Inc
Kansas
$549K -$10.3K -340 -2%
BP
8
Ballentine Partners
Massachusetts
$522K +$522K +17,214 New
HighTower Advisors
9
HighTower Advisors
Illinois
$499K +$270K +8,934 +118%
GS
10
GTS Securities
New York
$422K +$422K +13,924 New
OFS
11
OneAscent Financial Services
Alabama
$367K +$47.6K +1,571 +15%
FCM
12
Firestone Capital Management
Florida
$365K +$6.67K +220 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$348K -$963K -31,758 -73%
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$341K – – –
MOS
15
MGO One Seven
Ohio
$316K +$316K +10,412 New
FFN
16
Focus Financial Network
Minnesota
$314K +$5.22K +163 +2%
AP
17
Appleton Partners
Massachusetts
$205K -$10.6K -350 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$124K -$150K -4,934 -55%
AF
19
Allworth Financial
California
$65.5K -$3.62K -114 -5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
UBS Group
21
UBS Group
Switzerland
$91 -$1.21K -40 -93%
TWP
22
Triad Wealth Partners
Kansas
$40 +$40 +1 New
Citadel Advisors
23
Citadel Advisors
Florida
– -$517K -17,058 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
– -$21K -693 Closed
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
– -$910 -30 Closed