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Global X SuperDividend REIT ETF
SRET

35 hedge funds and large institutions have $52M invested in Global X SuperDividend REIT ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 35 → 35 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3.47% less ownership

Funds ownership: 27.22% → 23.75% (-3.5%)

25% less capital invested

Capital invested by funds: $69.5M → $52M (-$17.6M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

68% less call options, than puts

Call options by funds: $31K | Put options by funds: $96K

Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
11
Closed
6
Calls
$31K
Puts
$96K
Net Calls
-$65K
Net Calls Change
-$151K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.19M
2
CA
Cetera Advisors
Colorado
+$1.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.06M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$408K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$298K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.11M
2
CS
Credit Suisse
Switzerland
-$6.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.31M
4
Morgan Stanley
Morgan Stanley
New York
-$1.98M
5
GIA
Gladstone Institutional Advisory
Florida
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$9.53K – – –
RG
27
Retirement Group
California
$9.45K +$164 +8 +2%
SIS
28
Sound Income Strategies
Florida
$9.18K -$5.77K -282 -39%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$9.13K – – –
FFA
30
Farther Finance Advisors
California
$4.69K – – –
IA
31
IFP Advisors
Florida
$3.52K – – –
FMII
32
Farmers & Merchants Investments Inc
Nebraska
$1.59K – – –
CIAS
33
Capital Investment Advisory Services
North Carolina
$858 +$859 +42 New
JP Morgan Chase
34
JP Morgan Chase
New York
$818 – – –
Comerica Bank
35
Comerica Bank
Texas
$511 – – –
Wells Fargo
36
Wells Fargo
California
$10 -$20 -1 Closed
GIA
37
Gladstone Institutional Advisory
Florida
– -$231K -10,441 Closed
RJFSA
38
Raymond James Financial Services Advisors
Florida
– -$224K -10,141 Closed
SC
39
Sykon Capital
New York
– -$203K -9,186 Closed
BTI
40
Blue Trust Inc
Georgia
– -$38K -1,907 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– -$796 -36 Closed
1
2

SRET Hedge Fund Activity: Q1 2024 in Review

35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q1 2024, worth a combined $52M — down 25% from $69.5M a quarter earlier.

Fund positioning in SRET was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $2.19M. The largest seller was Bank of America, cutting an estimated $7.11M.

  • 35 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $52M of Global X SuperDividend REIT ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 6 funds opened new Global X SuperDividend REIT ETF positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q1 2024 was Jane Street, an estimated $2.19M added.
  • The largest Global X SuperDividend REIT ETF seller in Q1 2024 was Bank of America, an estimated $7.11M sold.

Based on aggregated 13F filings for Q1 2024.