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Global X SuperDividend REIT ETF

22 hedge funds and large institutions have $16.3M invested in Global X SuperDividend REIT ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

25% more capital invested

Capital invested by funds: $13.1M → $16.3M (+$3.25M)

10% more funds holding

Funds holding: 2022 (+2)

0.48% more ownership

Funds ownership: 3.87%4.35% (+0.48%)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.62M +$3.02M +69,169 +351%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$3.36M +$437K +10,011 +14%
Morgan Stanley
3
Morgan Stanley
New York
$2.01M +$1.08M +24,800 +101%
Bank of America
4
Bank of America
North Carolina
$2M -$80.4K -1,841 -4%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.33M +$17.6K +403 +1%
PAG
6
Private Advisor Group
New Jersey
$1.01M +$59.5K +1,362 +6%
Citadel Advisors
7
Citadel Advisors
Florida
$454K +$487K +11,136 New
CAN
8
Cetera Advisor Networks
California
$380K +$29.1K +667 +8%
Jane Street
9
Jane Street
New York
$373K -$113K -2,576 -22%
AIM
10
Anchor Investment Management
South Carolina
$311K
AIP
11
Ahrens Investment Partners
Louisiana
$296K +$318K +7,267 New
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$249K +$258K +5,913 +2,870%
AG
13
Advisor Group
Arizona
$229K +$41.3K +945 +20%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$172K +$96.1K +2,200 +108%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$159K -$851K -19,481 -83%
EPA
16
Element Pointe Advisors
Florida
$152K +$163K +3,724 New
JP Morgan Chase
17
JP Morgan Chase
New York
$102K +$109K +2,500 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$64K -$14.6K -333 -17%
GWM
19
Geneos Wealth Management
Colorado
$15K
IA
20
IFP Advisors
Florida
$12K -$30.8K -704 -70%
ASN
21
Advisory Services Network
Georgia
$10K -$16.7K -383 -61%
APP
22
Avantax Planning Partners
Iowa
-$22K -477 Closed
APA
23
American Portfolios Advisors
New York
-$2.39K -52 Closed
BlackRock
24
BlackRock
New York
-$2K -41 Closed
RFC
25
Regions Financial Corp
Alabama
+$481 +11 New

SRET Hedge Fund Activity: Q4 2018 in Review

22 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2018, worth a combined $16.3M — up 25% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SRET positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.02M. The largest seller was Susquehanna International Group, cutting an estimated $851K.

  • 22 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2018, up from 20 in Q3 2018.
  • Funds reported $16.3M of Global X SuperDividend REIT ETF stock for Q4 2018, up 25% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend REIT ETF positions in Q4 2018 and 3 closed out, a net change of +2 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2018 was LPL Financial, an estimated $3.02M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2018 was Susquehanna International Group, an estimated $851K sold.

Based on aggregated 13F filings for Q4 2018.