IQ CBRE NextGen Real Estate ETF (ROOF) Institutional Ownership

$18.48
-0.09 (-0.48%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for IQ CBRE NextGen Real Estate ETF (NYSEARCA:ROOF)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$132.33M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$414.55K
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ROOF Institutional Buying and Selling by Quarter

IQ CBRE NextGen Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2024Corient Private Wealth LLC26,993$551K0.0%+3.9%2.454%
2/6/2024New York Life Investment Management LLC6,475,618$132.30M1.4%N/A588.693%
1/16/2024 Raymond James & Associates20,288$414K0.0%-9.2%1.844%
10/31/2023Endowment Wealth Management Inc.11,182$199K0.2%-5.2%1.017%
8/8/2023Efficient Advisors LLC11,893$229K0.0%+5.4%1.081%
7/25/2023 Raymond James & Associates22,199$428K0.0%-30.6%1.708%
5/10/2023Endowment Wealth Management Inc.12,112$233K0.2%-39.7%0.932%
4/28/2023Avantax Advisory Services Inc.11,908$229K0.0%-8.0%0.916%
4/14/2023 Raymond James & Associates32,007$614K0.0%-1.9%2.134%
2/8/2023Efficient Advisors LLC11,283$214K0.0%N/A0.752%
2/8/2023 Raymond James & Associates32,623$619K0.0%-8.3%2.175%
2/8/2023UBS Group AG6,958$132K0.0%+262.2%0.464%
2/7/2023LPL Financial LLC82,365$1.56M0.0%+380.1%5.491%
2/3/2023 Spire Wealth Management7,750$147K0.0%N/A0.517%
10/25/2022 Raymond James & Associates35,595$655K0.0%+4.2%2.373%
10/4/2022Bowling Portfolio Management LLC25,501$469K0.1%-7.9%1.594%
7/21/2022Bowling Portfolio Management LLC27,690$585K0.1%N/A1.731%
(Data available from 1/1/2016 forward)

ROOF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROOF shares?

During the previous two years, 10 institutional investors and hedge funds held shares of IQ CBRE NextGen Real Estate ETF. The most heavily invested institutionals were New York Life Investment Management LLC ($132.30M), LPL Financial LLC ($1.56M), Corient Private Wealth LLC ($551K), Bowling Portfolio Management LLC ($469K), Raymond James & Associates ($414K), Efficient Advisors LLC ($229K), and Avantax Advisory Services Inc. ($229K).Learn more on ROOF's institutional investors.

Which institutional investors have been buying IQ CBRE NextGen Real Estate ETF stock?

The following institutional investors have purchased IQ CBRE NextGen Real Estate ETF stock in the last 24 months: New York Life Investment Management LLC ($6.48M), LPL Financial LLC ($65.21K), Bowling Portfolio Management LLC ($27.69K), Efficient Advisors LLC ($11.89K), Spire Wealth Management ($7.75K), UBS Group AG ($5.04K), and Raymond James & Associates ($1.44K).

How much institutional buying is happening at IQ CBRE NextGen Real Estate ETF?

Institutional investors have bought a total of 6,595,635 shares in the last 24 months. This purchase volume represents approximately $134.63M in transactions.

Which IQ CBRE NextGen Real Estate ETF major shareholders have been selling company stock?

The following institutional investors have sold IQ CBRE NextGen Real Estate ETF stock in the last 24 months: Raymond James & Associates ($15.45K), Endowment Wealth Management Inc. ($8.59K), Bowling Portfolio Management LLC ($2.19K), and Avantax Advisory Services Inc. ($1.03K).

How much institutional selling is happening at IQ CBRE NextGen Real Estate ETF?

Institutional investors have sold a total of 27,262 shares in the last 24 months. This volume of shares sold represents approximately $523.00K in transactions.


This page (NYSEARCA:ROOF) was last updated on 4/25/2024 by MarketBeat.com Staff

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