Global X SuperDividend REIT ETF
SRET
40 hedge funds and large institutions have $44.9M invested in Global X SuperDividend REIT ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2.62% more ownership
Funds ownership: 3.95% → 6.57% (+2.6%)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
5% less funds holding
Funds holding: 42 → 40 (-2)
16% less capital invested
Capital invested by funds: $53.3M → $44.9M (-$8.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$51.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.37M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$777K |
| 5 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.44M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.09M |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$858K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$857K |
| 5 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$725K |
SRET Hedge Fund Activity: Q1 2020 in Review
40 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q1 2020, worth a combined $44.9M — down 16% from $53.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SRET positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Daiwa Securities Group, opening a new position worth an estimated $51.8M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $6.44M sold.
- 40 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q1 2020, down from 42 in Q4 2019.
- Funds reported $44.9M of Global X SuperDividend REIT ETF stock for Q1 2020, down 16% quarter-over-quarter.
- 9 funds opened new Global X SuperDividend REIT ETF positions in Q1 2020 and 8 closed out, a net change of +1 holder.
- The largest Global X SuperDividend REIT ETF buyer in Q1 2020 was Daiwa Securities Group, an estimated $51.8M added.
- The largest Global X SuperDividend REIT ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $6.44M sold.
Based on aggregated 13F filings for Q1 2020.