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Global X SuperDividend REIT ETF
SRET

29 hedge funds and large institutions have $51.1M invested in Global X SuperDividend REIT ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

12.85% more ownership

Funds ownership: 5.63% → 18.48% (+13%)

10% more capital invested

Capital invested by funds: $46.5M → $51.1M (+$4.59M)

36% less funds holding

Funds holding: 45 → 29 (-16)

80% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 20

Holders
29
Holders Change
-16
Holders Change %
-35.56%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
9
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.48M
2
Jane Street
Jane Street
New York
+$1.25M
3
SWP
Stratos Wealth Partners
Ohio
+$1.15M
4
Bank of America
Bank of America
North Carolina
+$593K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$520K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$859K
2
PAG
Private Advisor Group
New Jersey
-$630K
3
FTUS
Flow Traders U.S.
New York
-$482K
4
HT
HAP Trading
New York
-$439K
5
WP
WealthSource Partners
California
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$11K +$11.2K +519 +300%
RG
27
Retirement Group
California
$9K +$173 +8 +2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$7.11K +$2.56K +118 +56%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.39K -$8.6K -397 -86%
PAG
30
Private Advisor Group
New Jersey
– -$630K -30,561 Closed
FTUS
31
Flow Traders U.S.
New York
– -$482K -23,377 Closed
HT
32
HAP Trading
New York
– -$439K -21,314 Closed
WP
33
WealthSource Partners
California
– -$285K -13,818 Closed
Citadel Advisors
34
Citadel Advisors
Florida
– -$141K -6,837 Closed
SWA
35
Sightline Wealth Advisors
Connecticut
– -$141K -6,794 Closed
AWM
36
AE Wealth Management
Kansas
– -$134K -6,479 Closed
GIA
37
Gladstone Institutional Advisory
Florida
– -$123K -5,946 Closed
SF
38
Synovus Financial
Georgia
– -$118K -5,722 Closed
KC
39
Kinloch Capital
Virginia
– -$116K -5,627 Closed
CIBC World Market
40
CIBC World Market
Ontario, Canada
– -$105K -5,102 Closed
RJFSA
41
Raymond James Financial Services Advisors
Florida
– -$96K -4,673 Closed
Mariner
42
Mariner
Kansas
– -$76K -3,667 Closed
RFN
43
Redwood Financial Network
Ohio
– -$71K -3,446 Closed
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
– -$67K -3,235 Closed
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
– -$44 -1,784 Closed
GWM
46
Geneos Wealth Management
Colorado
– -$11K -567 Closed
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
– -$9K -458 Closed
HIA
48
Harbor Investment Advisory
Maryland
– -$1K -66 Closed
CIAS
49
Capital Investment Advisory Services
North Carolina
– -$1K -42 Closed
1
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SRET Hedge Fund Activity: Q4 2022 in Review

29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2022, worth a combined $51.1M — up 9.9% from $46.5M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SRET and 4 opened new positions — a net loss of 16 holders — while 9 trimmed existing stakes and 14 added.

The largest buyer was LPL Financial, adding an estimated $1.48M. The largest seller was Morgan Stanley, cutting an estimated $859K.

  • 29 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2022, down from 45 in Q3 2022.
  • Funds reported $51.1M of Global X SuperDividend REIT ETF stock for Q4 2022, up 9.9% quarter-over-quarter.
  • 4 funds opened new Global X SuperDividend REIT ETF positions in Q4 2022 and 20 closed out, a net change of -16 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2022 was LPL Financial, an estimated $1.48M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2022 was Morgan Stanley, an estimated $859K sold.

Based on aggregated 13F filings for Q4 2022.