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Global X SuperDividend REIT ETF

48 hedge funds and large institutions have $69.2M invested in Global X SuperDividend REIT ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

26% more funds holding

Funds holding: 3848 (+10)

14% more capital invested

Capital invested by funds: $60.8M → $69.2M (+$8.38M)

0.07% more ownership

Funds ownership: 4.43%4.5% (+0.07%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
26
Synovus Financial
Georgia
$169K
SAS
27
Stelac Advisory Services
New York
$145K
BRWA
28
B. Riley Wealth Advisors
Florida
$145K +$149 +5 +0.1%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$141K +$142K +4,767 New
MML Investors Services
30
MML Investors Services
Massachusetts
$124K -$252K -8,470 -67%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$113K
KAS
32
Kestra Advisory Services
Texas
$112K -$23.6K -793 -17%
TIAM2
33
Tru Independence Asset Management 2
Oregon
$112K +$5.63K +189 +5%
WIA
34
World Investment Advisors
California
$107K +$108K +3,617 New
II
35
Inspire Investing
Idaho
$100K +$100K +3,362 New
ASN
36
Advisory Services Network
Georgia
$73K +$73.1K +2,454 New
RG
37
Retirement Group
California
$29K +$417 +14 +1%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$24K
CIAS
39
Capital Investment Advisory Services
North Carolina
$24K +$23.9K +802 New
GWM
40
Geneos Wealth Management
Colorado
$19K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$19K +$30 +1 +0.2%
SWM
42
Spire Wealth Management
Virginia
$16K +$15.9K +533 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$15K
SFP
44
Sterling Financial Planning
New Jersey
$15K
Wells Fargo
45
Wells Fargo
California
$15K
HI
46
Harbour Investments
Wisconsin
$9K +$60 +2 +0.6%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.41K
IA
48
IFP Advisors
Florida
$2K +$2K +67 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$564K -19,692 Closed
SFS
50
Sowell Financial Services
Arkansas
-$12K -420 Closed

SRET Hedge Fund Activity: Q2 2021 in Review

48 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q2 2021, worth a combined $69.2M — up 14% from $60.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SRET positions and 3 closed out — a net gain of 10 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was HAP Trading, opening a new position worth an estimated $1.33M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $564K sold.

  • 48 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q2 2021, up from 38 in Q1 2021.
  • Funds reported $69.2M of Global X SuperDividend REIT ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 13 funds opened new Global X SuperDividend REIT ETF positions in Q2 2021 and 3 closed out, a net change of +10 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q2 2021 was HAP Trading, an estimated $1.33M added.
  • The largest Global X SuperDividend REIT ETF seller in Q2 2021 was Susquehanna International Group, an estimated $564K sold.

Based on aggregated 13F filings for Q2 2021.