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Global X SuperDividend REIT ETF

14 hedge funds and large institutions have $5.92M invested in Global X SuperDividend REIT ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

1% more capital invested

Capital invested by funds: $5.85M → $5.92M (+$65.4K)

0.91% less ownership

Funds ownership: 3.92%3.02% (-0.91%)

7% less funds holding

Funds holding: 1514 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GXMC
1
Global X Management Company
New York
$2.52M +$284K +6,473 +12%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$1.01M +$69.9K +1,595 +7%
Citadel Advisors
3
Citadel Advisors
Florida
$545K +$554K +12,648 New
Jane Street
4
Jane Street
New York
$380K +$386K +8,817 New
LPL Financial
5
LPL Financial
California
$352K -$79.7K -1,819 -18%
AIM
6
Anchor Investment Management
South Carolina
$329K +$291K +6,633 +660%
Bank of America
7
Bank of America
North Carolina
$318K -$764K -17,436 -70%
PAG
8
Private Advisor Group
New Jersey
$276K -$84.1K -1,920 -23%
Morgan Stanley
9
Morgan Stanley
New York
$68K +$49.2K +1,124 +244%
AG
10
Advisor Group
Arizona
$47K +$7.67K +175 +19%
IA
11
IFP Advisors
Florida
$33K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$22K -$14.6K -334 -39%
SEI Investments
13
SEI Investments
Pennsylvania
$20K +$1.14K +26 +6%
BlackRock
14
BlackRock
New York
$2K
AIP
15
Ahrens Investment Partners
Louisiana
-$186K -4,000 Closed
UBS Group
16
UBS Group
Switzerland
-$13K -283 Closed
CA
17
Calton & Associates
Florida
-$2K -57 Closed

SRET Hedge Fund Activity: Q1 2018 in Review

14 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q1 2018, worth a combined $5.92M — up 1.1% from $5.85M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SRET and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $554K. The largest seller was Bank of America, cutting an estimated $764K.

  • 14 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q1 2018, down from 15 in Q4 2017.
  • Funds reported $5.92M of Global X SuperDividend REIT ETF stock for Q1 2018, up 1.1% quarter-over-quarter.
  • 2 funds opened new Global X SuperDividend REIT ETF positions in Q1 2018 and 3 closed out, a net change of -1 holder.
  • The largest Global X SuperDividend REIT ETF buyer in Q1 2018 was Citadel Advisors, an estimated $554K added.
  • The largest Global X SuperDividend REIT ETF seller in Q1 2018 was Bank of America, an estimated $764K sold.

Based on aggregated 13F filings for Q1 2018.