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Global X SuperDividend REIT ETF

34 hedge funds and large institutions have $37.2M invested in Global X SuperDividend REIT ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

57% more capital invested

Capital invested by funds: $23.7M → $37.2M (+$13.5M)

36% more funds holding

Funds holding: 2534 (+9)

0.82% more ownership

Funds ownership: 4.4%5.23% (+0.82%)

Holders
34
Holders Change
+9
Holders Change %
+36%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.16M +$3M +67,020 +58%
MIAN
2
Mariner Independent Advisor Network
Kansas
$6.57M +$6.61M +147,944 New
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$4.63M +$279K +6,251 +6%
Morgan Stanley
4
Morgan Stanley
New York
$2.98M +$282K +6,317 +10%
Bank of America
5
Bank of America
North Carolina
$1.55M -$1.36M -30,525 -47%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.55M +$156K +3,487 +11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.43M +$539K +12,062 +60%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.4M +$1.24M +27,743 +735%
HT
9
HAP Trading
New York
$1.07M +$1.07M +24,027 New
PAG
10
Private Advisor Group
New Jersey
$1.05M +$1.06M +23,704 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$951K +$952K +21,309 New
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$921K +$254K +5,679 +38%
AG
13
Advisor Group
Arizona
$585K +$212K +4,746 +57%
AIP
14
Ahrens Investment Partners
Louisiana
$528K +$104K +2,334 +24%
AF
15
Advisornet Financial
Minnesota
$501K +$323K +7,233 +180%
CAN
16
Cetera Advisor Networks
California
$447K +$6.62K +148 +1%
BCA
17
Bay Colony Advisors
Massachusetts
$349K -$288K -6,453 -45%
AIM
18
Anchor Investment Management
South Carolina
$340K
Jane Street
19
Jane Street
New York
$271K -$435K -9,738 -61%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$263K +$65.5K +1,465 +33%
CF
21
Centaurus Financial
California
$246K +$244K +5,458 +8,270%
WS
22
Wedbush Securities
California
$198K +$199K +4,452 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$194K -$492 -11 -0.3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$177K +$178K +3,984 New
HighTower Advisors
25
HighTower Advisors
Illinois
$163K +$167K +3,743 New

SRET Hedge Fund Activity: Q2 2019 in Review

34 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q2 2019, worth a combined $37.2M — up 57% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SRET positions and 3 closed out — a net gain of 9 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $6.61M. The largest seller was Bank of America, cutting an estimated $1.36M.

  • 34 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q2 2019, up from 25 in Q1 2019.
  • Funds reported $37.2M of Global X SuperDividend REIT ETF stock for Q2 2019, up 57% quarter-over-quarter.
  • 12 funds opened new Global X SuperDividend REIT ETF positions in Q2 2019 and 3 closed out, a net change of +9 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q2 2019 was Mariner Independent Advisor Network, an estimated $6.61M added.
  • The largest Global X SuperDividend REIT ETF seller in Q2 2019 was Bank of America, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2019.