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Global X SuperDividend REIT ETF
SRET

45 hedge funds and large institutions have $59.5M invested in Global X SuperDividend REIT ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

0.19% less ownership

Funds ownership: 4.5% → 4.31% (-0.19%)

6% less funds holding

Funds holding: 48 → 45 (-3)

14% less capital invested

Capital invested by funds: $69.2M → $59.5M (-$9.67M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
9
Closed
7
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
+$315K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.98M
2
WP
WealthSource Partners
California
+$1.85M
3
LPL Financial
LPL Financial
California
+$936K
4
FTUS
Flow Traders U.S.
New York
+$851K
5
Jane Street
Jane Street
New York
+$744K

Top Sellers

Rank Fund Capital Flow
1
Daiwa Securities Group
Daiwa Securities Group
Japan
-$15.1M
2
AF
Advisornet Financial
Minnesota
-$1.29M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$998K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$482K
5
Barclays
Barclays
United Kingdom
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
26
Tru Independence Asset Management 2
Oregon
$181K +$75.4K +2,576 +68%
SF
27
Synovus Financial
Georgia
$163K – – –
WIA
28
World Investment Advisors
California
$141K +$39K +1,333 +37%
SAS
29
Stelac Advisory Services
New York
$139K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$139K +$146 +5 +0.1%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$108K – – –
AWM
32
AE Wealth Management
Kansas
$100K +$102K +3,501 New
KAS
33
Kestra Advisory Services
Texas
$97K -$11.3K -385 -10%
BPA
34
Beacon Pointe Advisors
California
$97K +$99.9K +3,415 New
II
35
Inspire Investing
Idaho
$96K – – –
RG
36
Retirement Group
California
$28K +$410 +14 +1%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$23K +$4.18K +143 +22%
AF
38
Advisornet Financial
Minnesota
$18K -$1.29M -44,116 -99%
GWM
39
Geneos Wealth Management
Colorado
$18K – – –
SWM
40
Spire Wealth Management
Virginia
$15K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$14K – – –
SFP
42
Sterling Financial Planning
New Jersey
$14K – – –
HI
43
Harbour Investments
Wisconsin
$9K +$29 +1 +0.3%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.08K – – –
IA
45
IFP Advisors
Florida
$7K +$4.86K +166 +248%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
– -$482K -16,234 Closed
Barclays
47
Barclays
United Kingdom
– -$353K -11,890 Closed
EWM
48
Empirical Wealth Management
Washington
– -$245K -8,259 Closed
CIBC World Market
49
CIBC World Market
Ontario, Canada
– -$141K -4,767 Closed
ASN
50
Advisory Services Network
Georgia
– -$73K -2,454 Closed
1
2
3

SRET Hedge Fund Activity: Q3 2021 in Review

45 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q3 2021, worth a combined $59.5M — down 14% from $69.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SRET and 5 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 22 added.

The largest buyer was Bank of America, adding an estimated $5.98M. The largest seller was Daiwa Securities Group, cutting an estimated $15.1M.

  • 45 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q3 2021, down from 48 in Q2 2021.
  • Funds reported $59.5M of Global X SuperDividend REIT ETF stock for Q3 2021, down 14% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend REIT ETF positions in Q3 2021 and 7 closed out, a net change of -2 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q3 2021 was Bank of America, an estimated $5.98M added.
  • The largest Global X SuperDividend REIT ETF seller in Q3 2021 was Daiwa Securities Group, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2021.