Global X SuperDividend REIT ETF
SRET
35 hedge funds and large institutions have $69.5M invested in Global X SuperDividend REIT ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.
4,300% more call options, than puts
Call options by funds: $88K | Put options by funds: $2K
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
32% more capital invested
Capital invested by funds: $52.6M → $69.5M (+$16.9M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4.47% more ownership
Funds ownership: 22.75% → 27.22% (+4.5%)
3% more funds holding
Funds holding: 34 → 35 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.81M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.5M |
| 3 |
Morgan Stanley
New York
|
+$1.79M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$432K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.89M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$293K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$220K |
| 5 |
MCM
Morton Capital Management
Calabasas,
California
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Qube Research & Technologies (QRT)
London,
United Kingdom
| $10.3K | -$3.18K | -158 | -25% |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| $10.1K | – | – | – |
|
|
RG
28
Retirement Group
San Diego,
California
| $10K | +$181 | +9 | +2% |
|
|
FFA
29
Farther Finance Advisors
San Francisco,
California
| $5.11K | -$3.71K | -184 | -44% |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $3.81K | – | – | – |
|
|
FMII
31
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.73K | +$1.57K | +78 | New |
|
32
JP Morgan Chase
New York
| $885 | – | – | – |
|
33
Fidelity Investments
Boston,
Massachusetts
| $796 | +$604 | +30 | +500% |
|
34
Comerica Bank
Dallas,
Texas
| $553 | – | – | – |
|
35
Wells Fargo
San Francisco,
California
| $14 | +$20 | +1 | New |
|
|
AWS
36
Atria Wealth Solutions
New York
| – | -$293K | -14,590 | Closed |
|
|
IWM
37
IHT Wealth Management
Chicago,
Illinois
| – | -$220K | -10,960 | Closed |
|
|
MCM
38
Morton Capital Management
Calabasas,
California
| – | -$219K | -10,905 | Closed |
|
|
BWL
39
Bogart Wealth LLC
Mclean,
Virginia
| – | -$121 | -6 | Closed |
|
SRET Hedge Fund Activity: Q4 2023 in Review
35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2023, worth a combined $69.5M — up 32% from $52.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SRET positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $6.81M. The largest seller was Jane Street, cutting an estimated $4M.
- 35 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2023, up from 34 in Q3 2023.
- Funds reported $69.5M of Global X SuperDividend REIT ETF stock for Q4 2023, up 32% quarter-over-quarter.
- 5 funds opened new Global X SuperDividend REIT ETF positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest Global X SuperDividend REIT ETF buyer in Q4 2023 was Bank of America, an estimated $6.81M added.
- The largest Global X SuperDividend REIT ETF seller in Q4 2023 was Jane Street, an estimated $4M sold.
Based on aggregated 13F filings for Q4 2023.