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Global X SuperDividend REIT ETF

45 hedge funds and large institutions have $46.5M invested in Global X SuperDividend REIT ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

0.09% less ownership

Funds ownership: 5.72%5.63% (-0.09%)

4% less funds holding

Funds holding: 4745 (-2)

19% less capital invested

Capital invested by funds: $57.1M → $46.5M (-$10.6M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
10
Closed
6
Calls
$126K
Puts
Net Calls
+$126K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$105K
MML Investors Services
27
MML Investors Services
Massachusetts
$98K -$22K -897 -16%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$96K -$20.4K -833 -15%
Mariner
29
Mariner
Kansas
$76K +$90K +3,667 New
RFN
30
Redwood Financial Network
Ohio
$71K
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$67K +$14.7K +600 +23%
UBS Group
32
UBS Group
Switzerland
$55K +$36.8K +1,498 +126%
GRP
33
Global Retirement Partners
California
$25K +$16.4K +667 +133%
CM
34
Cornerstone Management
Georgia
$21.2K -$10.6K -431 -30%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$17K
CHC
36
City Holding Co
West Virginia
$12K +$10.1K +412 +226%
GWM
37
Geneos Wealth Management
Colorado
$11K +$4.47K +182 +47%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$9K
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$9K
RG
40
Retirement Group
California
$9K +$172 +7 +2%
IA
41
IFP Advisors
Florida
$8K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$4K
CIAS
43
Capital Investment Advisory Services
North Carolina
$1K
HIA
44
Harbor Investment Advisory
Maryland
$1K +$25 +1 +2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$44 +$43.8K +1,784 New
AWS
46
Atria Wealth Solutions
New York
-$164K -6,804 Closed
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
-$148K -6,140 Closed
AIP
48
Ahrens Investment Partners
Louisiana
-$39K -1,620 Closed
SWM
49
Spire Wealth Management
Virginia
-$6K -267 Closed
AWM
50
Avior Wealth Management
Nebraska
-$6K -254 Closed

SRET Hedge Fund Activity: Q3 2022 in Review

45 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q3 2022, worth a combined $46.5M — down 19% from $57.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SRET and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 21 added.

The largest buyer was LPL Financial, adding an estimated $1.68M. The largest seller was Jane Street, cutting an estimated $6.04M.

  • 45 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q3 2022, down from 47 in Q2 2022.
  • Funds reported $46.5M of Global X SuperDividend REIT ETF stock for Q3 2022, down 19% quarter-over-quarter.
  • 4 funds opened new Global X SuperDividend REIT ETF positions in Q3 2022 and 6 closed out, a net change of -2 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q3 2022 was LPL Financial, an estimated $1.68M added.
  • The largest Global X SuperDividend REIT ETF seller in Q3 2022 was Jane Street, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2022.