Global X SuperDividend REIT ETF
SRET
8 hedge funds and large institutions have $3.11M invested in Global X SuperDividend REIT ETF in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
3% more capital invested
Capital invested by funds: $3.03M → $3.11M (+$76.4K)
0.09% less ownership
Funds ownership: 2.69% → 2.6% (-0.09%)
27% less funds holding
Funds holding: 11 → 8 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$259K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$210K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$15K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$9.95K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$5.62K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GXMC
1
Global X Management Company
New York
| $2.2M | – | – | – |
|
|
LTFS
2
Ladenburg Thalmann Financial Services
Miami,
Florida
| $615K | +$259K | +5,699 | +74% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $155K | +$5.18K | +114 | +3% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $48K | – | – | – |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $44K | – | – | – |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $33K | – | – | – |
|
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $14K | -$9.95K | -219 | -42% |
|
8
BlackRock
New York
| $2K | – | – | – |
|
|
9
LPL Financial
San Diego,
California
| – | -$210K | -4,687 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$15K | -330 | Closed |
|
|
WP
11
WealthPLAN Partners
Omaha,
Nebraska
| – | -$5.62K | -125 | Closed |
|
SRET Hedge Fund Activity: Q2 2017 in Review
8 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q2 2017, worth a combined $3.11M — up 2.5% from $3.03M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SRET and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $259K. The largest seller was LPL Financial, exiting entirely with an estimated $210K sold.
- 8 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q2 2017, down from 11 in Q1 2017.
- Funds reported $3.11M of Global X SuperDividend REIT ETF stock for Q2 2017, up 2.5% quarter-over-quarter.
- 0 funds opened new Global X SuperDividend REIT ETF positions in Q2 2017 and 3 closed out, a net change of -3 holders.
- The largest Global X SuperDividend REIT ETF buyer in Q2 2017 was Ladenburg Thalmann Financial Services, an estimated $259K added.
- The largest Global X SuperDividend REIT ETF seller in Q2 2017 was LPL Financial, an estimated $210K sold.
Based on aggregated 13F filings for Q2 2017.