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US Diversified Real Estate ETF
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Overview Fund Activity

22 hedge funds and large institutions have $25.1M invested in US Diversified Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$530K
2
Goldman Sachs
Goldman Sachs
New York
$1.88M
3
GS
GTS Securities
New York
$708K
4
EAM
Empirical Asset Management
Massachusetts
$2.34M
5
Raymond James Financial
Raymond James Financial
Florida
$65.9K

Top Sellers

1
BTI
Blue Trust Inc
Georgia
$13.7M
2
Morgan Stanley
Morgan Stanley
New York
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$0
4
VA
Vident Advisory
Georgia
$2.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$898K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$13.7M -$10.7M -352,230 -44%
VA
2
Vident Advisory
Georgia
$2.46M -$248K -8,145 -9%
EAM
3
Empirical Asset Management
Massachusetts
$2.34M +$77.6K +2,552 +3%
Goldman Sachs
4
Goldman Sachs
New York
$1.88M +$212K +6,956 +13%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$898K -$245K -8,056 -21%
GS
6
GTS Securities
New York
$708K +$120K +3,958 +20%
AWA
7
Arkadios Wealth Advisors
Georgia
$539K +$41.6K +1,367 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$530K +$440K +14,464 +488%
MOS
9
MGO One Seven
Ohio
$480K -$4.74K -156 -1%
OFS
10
OneAscent Financial Services
Alabama
$441K +$4.99K +164 +1%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$345K – – –
FFN
12
Focus Financial Network
Minnesota
$303K +$2.31K +76 +0.8%
FCM
13
Firestone Capital Management
Florida
$279K -$55.2K -1,815 -17%
Raymond James Financial
14
Raymond James Financial
Florida
$65.9K +$65.9K +2,168 New
AF
15
Allworth Financial
California
$45.2K – – –
UBS Group
16
UBS Group
Switzerland
$38.6K +$29.2K +960 +310%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$30.9K -$4.81K -158 -13%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$25.1K – – –
MCM
19
MAI Capital Management
Ohio
$12.8K – – –
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
CAM
21
Clarity Asset Management
Iowa
$2.71K +$2.71K +89 New
PA
22
Parallel Advisors
California
$912 +$912 +30 New
Morgan Stanley
23
Morgan Stanley
New York
– -$2.27M -72,019 Closed
HighTower Advisors
24
HighTower Advisors
Illinois
– -$260K -8,226 Closed
AP
25
Advisors Preferred
Maryland
– -$46.8K -1,484 Closed
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