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Global X SuperDividend REIT ETF

38 hedge funds and large institutions have $60.8M invested in Global X SuperDividend REIT ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

42% more capital invested

Capital invested by funds: $42.9M → $60.8M (+$17.9M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3% more funds holding

Funds holding: 3738 (+1)

0.7% more ownership

Funds ownership: 3.72%4.43% (+0.7%)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$109K
TIAM2
27
Tru Independence Asset Management 2
Oregon
$102K +$98.9K +3,580 New
RG
28
Retirement Group
California
$27K +$442 +16 +2%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$24K
GWM
30
Geneos Wealth Management
Colorado
$19K
Fidelity Investments
31
Fidelity Investments
Massachusetts
$19K +$18.1K +655 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$15K +$13.8K +500 New
SFP
33
Sterling Financial Planning
New Jersey
$14K
Wells Fargo
34
Wells Fargo
California
$14K +$13.8K +500 New
SFS
35
Sowell Financial Services
Arkansas
$12K
Simplex Trading
36
Simplex Trading
Illinois
$9K -$35.2K -1,274 -79%
HI
37
Harbour Investments
Wisconsin
$9K +$8.7K +315 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.11K +$7.82K +283 New
Jane Street
39
Jane Street
New York
-$731K -27,413 Closed
BFS
40
Bard Financial Services
Connecticut
-$143K -5,367 Closed
CA
41
Cetera Advisors
Colorado
-$139K -5,230 Closed
Deutsche Bank
42
Deutsche Bank
Germany
-$102K -3,840 Closed
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
-$91K -3,404 Closed
ASN
44
Advisory Services Network
Georgia
-$31K -1,171 Closed
CIAS
45
Capital Investment Advisory Services
North Carolina
-$22K -839 Closed
UBS Group
46
UBS Group
Switzerland
-$5K -204 Closed

SRET Hedge Fund Activity: Q1 2021 in Review

38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q1 2021, worth a combined $60.8M — up 42% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SRET positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $15.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.47M.

  • 38 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q1 2021, up from 37 in Q4 2020.
  • Funds reported $60.8M of Global X SuperDividend REIT ETF stock for Q1 2021, up 42% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend REIT ETF positions in Q1 2021 and 8 closed out, a net change of +1 holder.
  • The largest Global X SuperDividend REIT ETF buyer in Q1 2021 was Daiwa Securities Group, an estimated $15.7M added.
  • The largest Global X SuperDividend REIT ETF seller in Q1 2021 was Susquehanna International Group, an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2021.