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Global X SuperDividend REIT ETF

42 hedge funds and large institutions have $53.3M invested in Global X SuperDividend REIT ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $47.5M → $53.3M (+$5.83M)

8% more funds holding

Funds holding: 3942 (+3)

0.96% less ownership

Funds ownership: 4.91%3.95% (-0.96%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.4M +$2.23M +49,032 +22%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.44M +$6.36M +139,667 New
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$6.19M -$488K -10,720 -7%
Morgan Stanley
4
Morgan Stanley
New York
$4.15M +$675K +14,841 +20%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.53M +$403K +8,846 +13%
Bank of America
6
Bank of America
North Carolina
$3.4M +$1.47M +32,267 +78%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.92M +$59K +1,296 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.77M +$100K +2,203 +6%
AIP
9
Ahrens Investment Partners
Louisiana
$1.22M -$27.3K -600 -2%
PAG
10
Private Advisor Group
New Jersey
$1.18M +$41.3K +907 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.05M +$195K +4,294 +23%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$1.04M -$9.19K -202 -0.9%
AF
13
Advisornet Financial
Minnesota
$901K +$193K +4,250 +28%
CRWM
14
Castle Rock Wealth Management
California
$725K +$711K +15,623 New
AG
15
Advisor Group
Arizona
$691K +$109K +2,384 +19%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$658K
Jane Street
17
Jane Street
New York
$599K -$1.59M -35,043 -73%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$532K +$32K +703 +6%
PWM
19
Provident Wealth Management
Tennessee
$501K +$495K +10,869 New
CAN
20
Cetera Advisor Networks
California
$473K +$46.7K +1,027 +11%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$431K +$191K +4,192 +81%
AIM
22
Anchor Investment Management
South Carolina
$355K +$2.59K +57 +0.7%
IRC
23
Investors Research Corp
Georgia
$353K +$201K +4,409 +136%
WS
24
Wedbush Securities
California
$274K +$38K +834 +16%
CF
25
Centaurus Financial
California
$249K +$70.5K +1,550 +40%

SRET Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2019, worth a combined $53.3M — up 12% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SRET positions and 7 closed out — a net gain of 3 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $6.36M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $6.41M.

  • 42 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2019, up from 39 in Q3 2019.
  • Funds reported $53.3M of Global X SuperDividend REIT ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend REIT ETF positions in Q4 2019 and 7 closed out, a net change of +3 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $6.36M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2019 was Mariner Independent Advisor Network, an estimated $6.41M sold.

Based on aggregated 13F filings for Q4 2019.