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Global X SuperDividend REIT ETF

50 hedge funds and large institutions have $62.4M invested in Global X SuperDividend REIT ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

11% more funds holding

Funds holding: 4550 (+5)

5% more capital invested

Capital invested by funds: $59.5M → $62.4M (+$2.87M)

0.49% more ownership

Funds ownership: 4.31%4.8% (+0.49%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
14
Reduced
15
Closed
9
Calls
$106K
Puts
Net Calls
+$106K
Net Calls Change
-$209K
Name Holding Trade Value Shares
Change
Change in
Stake
TIAM2
26
Tru Independence Asset Management 2
Oregon
$167K -$14.7K -513 -8%
SF
27
Synovus Financial
Georgia
$163K
CIBC World Market
28
CIBC World Market
Ontario, Canada
$146K +$146K +5,102 New
GIA
29
Gladstone Institutional Advisory
Florida
$139K +$139K +4,861 New
WIA
30
World Investment Advisors
California
$134K
MML Investors Services
31
MML Investors Services
Massachusetts
$122K -$63.9K -2,226 -34%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$116K +$116K +4,058 New
AWM
33
AE Wealth Management
Kansas
$111K +$10.6K +369 +11%
II
34
Inspire Investing
Idaho
$96K
AIP
35
Ahrens Investment Partners
Louisiana
$56K +$56K +1,953 New
FAG
36
Fortitude Advisory Group
Washington
$34K +$34.4K +1,198 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$32K +$8.84K +308 +39%
CM
38
Cornerstone Management
Georgia
$28K +$28.2K +982 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$23K +$23K +803 New
AF
40
Advisornet Financial
Minnesota
$18K
SWM
41
Spire Wealth Management
Virginia
$15K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$12K +$11.9K +414 New
RG
43
Retirement Group
California
$11K -$17.1K -596 -60%
UBS Group
44
UBS Group
Switzerland
$11K +$11.2K +389 New
GWM
45
Geneos Wealth Management
Colorado
$10K -$7.89K -275 -42%
IA
46
IFP Advisors
Florida
$10K +$3.07K +107 +46%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.09K
Wells Fargo
48
Wells Fargo
California
$3K +$3.1K +108 New
Simplex Trading
49
Simplex Trading
Illinois
$2K +$2.93K +102 New
TRCT
50
Tower Research Capital (TRC)
New York
$1K +$947 +33 New

SRET Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2021, worth a combined $62.4M — up 4.8% from $59.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRET positions and 9 closed out — a net gain of 5 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $1.22M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $830K sold.

  • 50 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2021, up from 45 in Q3 2021.
  • Funds reported $62.4M of Global X SuperDividend REIT ETF stock for Q4 2021, up 4.8% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend REIT ETF positions in Q4 2021 and 9 closed out, a net change of +5 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2021 was Mirae Asset Global Investments, an estimated $1.22M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2021 was Flow Traders U.S., an estimated $830K sold.

Based on aggregated 13F filings for Q4 2021.