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Global X SuperDividend REIT ETF
SRET

33 hedge funds and large institutions have $50.5M invested in Global X SuperDividend REIT ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $44.9M → $50.5M (+$5.57M)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

1.09% less ownership

Funds ownership: 6.57% → 5.48% (-1.1%)

18% less funds holding

Funds holding: 40 → 33 (-7)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.71M
2
Jane Street
Jane Street
New York
+$759K
3
Citigroup
Citigroup
New York
+$590K
4
LPL Financial
LPL Financial
California
+$419K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$386K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$7.47M
2
MML Investors Services
MML Investors Services
Massachusetts
-$829K
3
Morgan Stanley
Morgan Stanley
New York
-$824K
4
PAG
Private Advisor Group
New Jersey
-$247K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$132K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Provident Wealth Management
Tennessee
$84K -$6.62K -306 -8%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$80K – – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
RG
29
Retirement Group
California
$21K +$19.6K +908 New
UBS Group
30
UBS Group
Switzerland
$20K -$118K -5,435 -87%
DCM
31
Davis Capital Management
Florida
$11K +$195 +9 +2%
GWM
32
Geneos Wealth Management
Colorado
$8K – – –
PIMG
33
Patriot Investment Management Group
Tennessee
$2.5K +$2.29K +106 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
– -$118K -6,000 Closed
AIP
35
Ahrens Investment Partners
Louisiana
– -$98K -4,953 Closed
FAAS
36
First Allied Advisory Services
California
– -$97K -4,913 Closed
PSF
37
Pacific Sun Financial
California
– -$76K -3,870 Closed
ATFA
38
All Terrain Financial Advisors
Minnesota
– -$71K -3,600 Closed
Creative Planning
39
Creative Planning
Kansas
– -$66K -3,333 Closed
ASN
40
Advisory Services Network
Georgia
– -$21K -1,046 Closed
WAP
41
Wealthcare Advisory Partners
Pennsylvania
– -$20K -1,011 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– -$16.6K -767 Closed
MCM
43
McMillion Capital Management
North Carolina
– -$6K -323 Closed
PA
44
Parallel Advisors
California
– -$4K -217 Closed
AIC
45
Ameritas Investment Company
Nebraska
– -$1K -67 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
– -$22 -1 Closed
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SRET Hedge Fund Activity: Q2 2020 in Review

33 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q2 2020, worth a combined $50.5M — up 12% from $44.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SRET and 6 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Citadel Advisors, adding an estimated $1.71M. The largest seller was Osaic Holdings, cutting an estimated $7.47M.

  • 33 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q2 2020, down from 40 in Q1 2020.
  • Funds reported $50.5M of Global X SuperDividend REIT ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 6 funds opened new Global X SuperDividend REIT ETF positions in Q2 2020 and 13 closed out, a net change of -7 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q2 2020 was Citadel Advisors, an estimated $1.71M added.
  • The largest Global X SuperDividend REIT ETF seller in Q2 2020 was Osaic Holdings, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2020.