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Global X SuperDividend REIT ETF

25 hedge funds and large institutions have $23.7M invested in Global X SuperDividend REIT ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

45% more capital invested

Capital invested by funds: $16.3M → $23.7M (+$7.4M)

14% more funds holding

Funds holding: 2225 (+3)

0.05% more ownership

Funds ownership: 4.35%4.4% (+0.05%)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
1
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.24M +$1.21M +27,297 +31%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$4.4M +$660K +14,916 +18%
Bank of America
3
Bank of America
North Carolina
$2.94M +$720K +16,269 +33%
Morgan Stanley
4
Morgan Stanley
New York
$2.73M +$494K +11,172 +23%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.41M -$61K -1,379 -4%
SG Americas Securities
6
SG Americas Securities
New York
$1.28M +$1.25M +28,333 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$901K +$885K +20,008 New
Jane Street
8
Jane Street
New York
$714K +$295K +6,667 +73%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$677K +$394K +8,900 +145%
BCA
10
Bay Colony Advisors
Massachusetts
$644K +$632K +14,288 New
CAN
11
Cetera Advisor Networks
California
$444K +$25.2K +570 +6%
AIP
12
Ahrens Investment Partners
Louisiana
$430K +$100K +2,266 +31%
AG
13
Advisor Group
Arizona
$379K +$123K +2,772 +49%
AIM
14
Anchor Investment Management
South Carolina
$344K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$200K +$197K +4,449 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$197K +$5.8K +131 +3%
AF
17
Advisornet Financial
Minnesota
$181K +$178K +4,017 New
EPA
18
Element Pointe Advisors
Florida
$172K +$4.56K +103 +3%
MML Investors Services
19
MML Investors Services
Massachusetts
$170K +$167K +3,777 New
JP Morgan Chase
20
JP Morgan Chase
New York
$116K +$2.96K +67 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$86K +$14.7K +333 +21%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$24K +$35.5K +803 New
GWM
23
Geneos Wealth Management
Colorado
$17K
CF
24
Centaurus Financial
California
$13.2K +$2.92K +66 New
PAG
25
Private Advisor Group
New Jersey
-$1.01M -24,711 Closed

SRET Hedge Fund Activity: Q1 2019 in Review

25 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q1 2019, worth a combined $23.7M — up 45% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SRET positions and 6 closed out — a net gain of 3 holders — while 13 added to existing stakes and 1 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $1.25M. The largest seller was Private Advisor Group, exiting entirely with an estimated $1.01M sold.

  • 25 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q1 2019, up from 22 in Q4 2018.
  • Funds reported $23.7M of Global X SuperDividend REIT ETF stock for Q1 2019, up 45% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend REIT ETF positions in Q1 2019 and 6 closed out, a net change of +3 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q1 2019 was SG Americas Securities, an estimated $1.25M added.
  • The largest Global X SuperDividend REIT ETF seller in Q1 2019 was Private Advisor Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2019.