Global X SuperDividend REIT ETF
SRET
34 hedge funds and large institutions have $37.2M invested in Global X SuperDividend REIT ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
57% more capital invested
Capital invested by funds: $23.7M → $37.2M (+$13.5M)
36% more funds holding
Funds holding: 25 → 34 (+9)
0.82% more ownership
Funds ownership: 4.4% → 5.23% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$6.61M |
| 2 |
LPL Financial
San Diego,
California
|
+$3M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.24M |
| 4 |
HT
HAP Trading
New York
|
+$1.07M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.36M |
| 2 |
SG Americas Securities
New York
|
-$1.28M |
| 3 |
Jane Street
New York
|
-$435K |
| 4 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$288K |
| 5 |
EPA
Element Pointe Advisors
Miami,
Florida
|
-$172K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATFA
26
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $157K | +$158K | +3,533 | New |
|
27
Creative Planning
Overland Park,
Kansas
| $148K | +$149K | +3,333 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $115K | +$29.9K | +670 | +35% |
|
29
JP Morgan Chase
New York
| $113K | – | – | – |
|
|
PA
30
Parallel Advisors
San Francisco,
California
| $86K | +$86K | +1,925 | New |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $24K | – | – | – |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $17K | – | – | – |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $15K | +$14.9K | +333 | New |
|
|
MWM
34
Merriman Wealth Management
Seattle,
Washington
| $1.26K | +$127K | +2,833 | New |
|
|
35
SG Americas Securities
New York
| – | -$1.28M | -28,333 | Closed |
|
|
EPA
36
Element Pointe Advisors
Miami,
Florida
| – | -$172K | -3,827 | Closed |
|
SRET Hedge Fund Activity: Q2 2019 in Review
34 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q2 2019, worth a combined $37.2M — up 57% from $23.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SRET positions and 3 closed out — a net gain of 9 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $6.61M. The largest seller was Bank of America, cutting an estimated $1.36M.
- 34 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q2 2019, up from 25 in Q1 2019.
- Funds reported $37.2M of Global X SuperDividend REIT ETF stock for Q2 2019, up 57% quarter-over-quarter.
- 12 funds opened new Global X SuperDividend REIT ETF positions in Q2 2019 and 3 closed out, a net change of +9 holders.
- The largest Global X SuperDividend REIT ETF buyer in Q2 2019 was Mariner Independent Advisor Network, an estimated $6.61M added.
- The largest Global X SuperDividend REIT ETF seller in Q2 2019 was Bank of America, an estimated $1.36M sold.
Based on aggregated 13F filings for Q2 2019.