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Global X SuperDividend REIT ETF
SRET

34 hedge funds and large institutions have $52.6M invested in Global X SuperDividend REIT ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more call options, than puts

Call options by funds: $60K | Put options by funds: $10K

0.08% more ownership

Funds ownership: 22.67% → 22.75% (+0.08%)

6% less funds holding

Funds holding: 36 → 34 (-2)

9% less capital invested

Capital invested by funds: $57.8M → $52.6M (-$5.18M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
12
Closed
7
Calls
$60K
Puts
$10K
Net Calls
+$50K
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
Daiwa Securities Group
Daiwa Securities Group
Japan
+$3.45M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.04M
3
LPL Financial
LPL Financial
California
+$155K
4
Morgan Stanley
Morgan Stanley
New York
+$111K
5
BTI
Blue Trust Inc
Georgia
+$41.1K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.93M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$856K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$762K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
26
Sound Income Strategies
Florida
$9.03K +$9.67K +449 New
RG
27
Retirement Group
California
$8.95K +$172 +8 +2%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$8.87K – – –
FFA
29
Farther Finance Advisors
California
$8.35K +$2.91K +135 +48%
IA
30
IFP Advisors
Florida
$3.46K – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$804 +$862 +40 New
Comerica Bank
32
Comerica Bank
Texas
$503 +$539 +25 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$121 – – –
BWL
34
Bogart Wealth LLC
Virginia
$121 +$129 +6 New
Wells Fargo
35
Wells Fargo
California
$2 -$34.6K -1,606 Closed
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
– -$226K -10,510 Closed
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
– -$201K -9,365 Closed
CF
38
Centaurus Financial
California
– -$130K -6,074 Closed
FHA
39
First Horizon Advisors
Tennessee
– -$21.5K -1,000 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$5.54K -258 Closed
CHC
41
City Holding Co
West Virginia
– -$3.89K -181 Closed
1
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SRET Hedge Fund Activity: Q3 2023 in Review

34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q3 2023, worth a combined $52.6M — down 9% from $57.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SRET and 5 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was Daiwa Securities Group, adding an estimated $3.45M. The largest seller was Bank of America, cutting an estimated $3.93M.

  • 34 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q3 2023, down from 36 in Q2 2023.
  • Funds reported $52.6M of Global X SuperDividend REIT ETF stock for Q3 2023, down 9% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend REIT ETF positions in Q3 2023 and 7 closed out, a net change of -2 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q3 2023 was Daiwa Securities Group, an estimated $3.45M added.
  • The largest Global X SuperDividend REIT ETF seller in Q3 2023 was Bank of America, an estimated $3.93M sold.

Based on aggregated 13F filings for Q3 2023.