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Global X SuperDividend REIT ETF
SRET

42 hedge funds and large institutions have $53.3M invested in Global X SuperDividend REIT ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $47.5M → $53.3M (+$5.83M)

8% more funds holding

Funds holding: 39 → 42 (+3)

0.96% less ownership

Funds ownership: 4.91% → 3.95% (-0.96%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.36M
2
LPL Financial
LPL Financial
California
+$2.23M
3
Bank of America
Bank of America
North Carolina
+$1.47M
4
CRWM
Castle Rock Wealth Management
California
+$711K
5
Morgan Stanley
Morgan Stanley
New York
+$675K

Top Sellers

Rank Fund Capital Flow
1
MIAN
Mariner Independent Advisor Network
Kansas
-$6.41M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.69M
3
Jane Street
Jane Street
New York
-$1.59M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$488K
5
HighTower Advisors
HighTower Advisors
Illinois
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$247K +$4.51K +99 +2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$225K +$22.8K +500 +11%
BAM
28
Belpointe Asset Management
Nevada
$225K +$222K +4,888 New
MIAN
29
Mariner Independent Advisor Network
Kansas
$203K -$6.41M -140,915 -97%
SPC
30
Sigma Planning Corp
Michigan
$197K +$195K +4,283 New
GG
31
Gofen & Glossberg
Illinois
$192K +$190K +4,165 New
ATFA
32
All Terrain Financial Advisors
Minnesota
$163K – – –
PA
33
Parallel Advisors
California
$160K +$75.9K +1,667 +92%
PSF
34
Pacific Sun Financial
California
$155K – – –
Creative Planning
35
Creative Planning
Kansas
$154K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$85K +$83.5K +1,834 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$56K +$55.3K +1,214 New
RG
38
Retirement Group
California
$52K +$50.9K +1,118 New
ASN
39
Advisory Services Network
Georgia
$48K +$32K +703 +211%
RIA
40
Realta Investment Advisors
Delaware
$38K +$182 +4 +0.5%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
GWM
42
Geneos Wealth Management
Colorado
$17K – – –
NFG
43
Next Financial Group
Texas
$5K +$5.01K +110 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$1.69M -37,378 Closed
HighTower Advisors
45
HighTower Advisors
Illinois
– -$173K -3,743 Closed
JP Morgan Chase
46
JP Morgan Chase
New York
– -$115K -2,558 Closed
1IA
47
1834 Investment Advisors
Wisconsin
– -$14K -317 Closed
Wells Fargo
48
Wells Fargo
California
– -$11.5K -252 Closed
AIC
49
Ameritas Investment Company
Nebraska
– -$3K -67 Closed
KTC
50
Kistler-Tiffany Companies
Pennsylvania
– -$2K -33 Closed
1
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SRET Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2019, worth a combined $53.3M — up 12% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SRET positions and 7 closed out — a net gain of 3 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $6.36M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $6.41M.

  • 42 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2019, up from 39 in Q3 2019.
  • Funds reported $53.3M of Global X SuperDividend REIT ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend REIT ETF positions in Q4 2019 and 7 closed out, a net change of +3 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $6.36M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2019 was Mariner Independent Advisor Network, an estimated $6.41M sold.

Based on aggregated 13F filings for Q4 2019.