Global X SuperDividend REIT ETF
SRET
11 hedge funds and large institutions have $3.03M invested in Global X SuperDividend REIT ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.21% less ownership
Funds ownership: 2.9% → 2.69% (-0.21%)
3% less capital invested
Capital invested by funds: $3.13M → $3.03M (-$99.4K)
8% less funds holding
Funds holding: 12 → 11 (-1)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GXMC
Global X Management Company
New York
|
+$700K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$120K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$23.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$810K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$136K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$68.2K |
| 4 |
LPL Financial
San Diego,
California
|
-$25K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.66K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GXMC
1
Global X Management Company
New York
| $2.16M | +$700K | +15,882 | +50% |
|
|
LTFS
2
Ladenburg Thalmann Financial Services
Miami,
Florida
| $347K | +$120K | +2,730 | +55% |
|
|
3
LPL Financial
San Diego,
California
| $210K | -$25K | -568 | -11% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $148K | -$68.2K | -1,548 | -32% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $47K | -$3.66K | -83 | -7% |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $43K | – | – | – |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $32K | – | – | – |
|
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $24K | +$23.1K | +525 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $15K | -$136K | -3,087 | -90% |
|
|
WP
10
WealthPLAN Partners
Omaha,
Nebraska
| $5.62K | +$5.51K | +125 | New |
|
11
BlackRock
New York
| $2K | -$1.5K | -34 | -43% |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$810K | -18,734 | Closed |
|
13
Creative Planning
Overland Park,
Kansas
| – | -$3K | -67 | Closed |
|
SRET Hedge Fund Activity: Q1 2017 in Review
11 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q1 2017, worth a combined $3.03M — down 3.2% from $3.13M a quarter earlier.
Fund positioning in SRET was balanced in Q1 2017: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was Global X Management Company, adding an estimated $700K. The largest seller was Citadel Advisors, exiting entirely with an estimated $810K sold.
- 11 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q1 2017, down from 12 in Q4 2016.
- Funds reported $3.03M of Global X SuperDividend REIT ETF stock for Q1 2017, down 3.2% quarter-over-quarter.
- 2 funds opened new Global X SuperDividend REIT ETF positions in Q1 2017 and 2 closed out, a net change of 0 holders.
- The largest Global X SuperDividend REIT ETF buyer in Q1 2017 was Global X Management Company, an estimated $700K added.
- The largest Global X SuperDividend REIT ETF seller in Q1 2017 was Citadel Advisors, an estimated $810K sold.
Based on aggregated 13F filings for Q1 2017.