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US Diversified Real Estate ETF
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Overview Fund Activity

21 hedge funds and large institutions have $122M invested in US Diversified Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
Empirical Asset Management
Massachusetts
$2.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.71M
3
Goldman Sachs
Goldman Sachs
New York
$977K
4
AWA
Arkadios Wealth Advisors
Georgia
$483K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$279K

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
$0
2
BP
Ballentine Partners
Massachusetts
$0
3
GS
GTS Securities
New York
$0
4
OFS
OneAscent Financial Services
Alabama
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$99.8M +$51.6K +1,702 +0.1%
TC
2
TAP Consulting
Missouri
$6M +$16.9K +491 +0.3%
VA
3
Vident Advisory
Georgia
$3.1M +$32.1K +935 +1%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.09M +$95.7K +2,810 +3%
EAM
5
Empirical Asset Management
Massachusetts
$2.37M +$1.57M +45,786 +197%
Morgan Stanley
6
Morgan Stanley
New York
$2.33M +$103K +2,999 +5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.71M +$1.32M +38,382 +335%
Goldman Sachs
8
Goldman Sachs
New York
$977K +$977K +28,455 New
AWA
9
Arkadios Wealth Advisors
Georgia
$483K +$483K +14,048 New
MOS
10
MGO One Seven
Ohio
$439K +$81.5K +2,374 +23%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$386K – – –
FCM
12
Firestone Capital Management
Florida
$373K -$40.6K -1,181 -10%
FFN
13
Focus Financial Network
Minnesota
$337K – – –
HighTower Advisors
14
HighTower Advisors
Illinois
$288K -$276K -8,072 -49%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$279K +$279K +8,134 New
AP
16
Appleton Partners
Massachusetts
$232K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$202K +$61.5K +1,788 +44%
AF
18
Allworth Financial
California
$58.8K -$12.1K -353 -17%
KPP
19
Kings Path Partners
Texas
$40.8K +$40.8K +1,187 New
HNB
20
Huntington National Bank
Ohio
$17.1K – – –
UBS Group
21
UBS Group
Switzerland
$3.37K +$3.26K +95 +3,167%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
FCI
23
Financial Counselors Inc
Kansas
– -$549K -18,089 Closed
BP
24
Ballentine Partners
Massachusetts
– -$522K -17,214 Closed
GS
25
GTS Securities
New York
– -$422K -13,924 Closed
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