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Global X SuperDividend REIT ETF
SRET

36 hedge funds and large institutions have $57.8M invested in Global X SuperDividend REIT ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.94% more ownership

Funds ownership: 21.73% → 22.67% (+0.94%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less capital invested

Capital invested by funds: $59.5M → $57.8M (-$1.73M)

3% less funds holding

Funds holding: 37 → 36 (-1)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
17
Closed
5
Calls
$101K
Puts
–
Net Calls
+$101K
Net Calls Change
+$187K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.63M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.66M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.17M
4
HI
Harbour Investments
Wisconsin
+$49K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$39.8K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.89M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$621K
3
SPC
Sigma Planning Corp
Michigan
-$620K
4
FFA
Founders Financial Alliance
North Carolina
-$562K
5
LPL Financial
LPL Financial
California
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$34.5K +$34.2K +1,606 New
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$24.9K -$959 -45 -5%
FHA
28
First Horizon Advisors
Tennessee
$21.5K +$21.3K +1,000 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$9.81K – – –
RG
31
Retirement Group
California
$9.39K +$171 +8 +2%
FFA
32
Farther Finance Advisors
California
$6.01K +$5.97K +280 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$5.54K +$5.5K +258 New
CHC
34
City Holding Co
West Virginia
$3.89K – – –
IA
35
IFP Advisors
Florida
$3.69K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$129 -$1.24K -58 -91%
SPC
37
Sigma Planning Corp
Michigan
– -$620K -28,490 Closed
TSS
38
Two Sigma Securities
New York
– -$261K -11,989 Closed
MML Investors Services
39
MML Investors Services
Massachusetts
– -$208K -9,573 Closed
BAM
40
Belpointe Asset Management
Nevada
– -$30.7K -1,411 Closed
CM
41
Cornerstone Management
Georgia
– -$22.4K -1,028 Closed
1
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SRET Hedge Fund Activity: Q2 2023 in Review

36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q2 2023, worth a combined $57.8M — down 2.9% from $59.5M a quarter earlier.

Fund positioning in SRET was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $2.63M. The largest seller was Bank of America, cutting an estimated $2.89M.

  • 36 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q2 2023, down from 37 in Q1 2023.
  • Funds reported $57.8M of Global X SuperDividend REIT ETF stock for Q2 2023, down 2.9% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend REIT ETF positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q2 2023 was Jane Street, an estimated $2.63M added.
  • The largest Global X SuperDividend REIT ETF seller in Q2 2023 was Bank of America, an estimated $2.89M sold.

Based on aggregated 13F filings for Q2 2023.