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Global X SuperDividend REIT ETF

34 hedge funds and large institutions have $33.8M invested in Global X SuperDividend REIT ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 3334 (+1)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

2.09% less ownership

Funds ownership: 5.48%3.38% (-2.1%)

33% less capital invested

Capital invested by funds: $50.5M → $33.8M (-$16.6M)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$14.3M -$17.3M -736,667 -57%
LPL Financial
2
LPL Financial
California
$6.31M -$1.3M -55,348 -17%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$3.26M +$235K +10,008 +8%
Morgan Stanley
4
Morgan Stanley
New York
$1.46M -$82.8K -3,521 -5%
Bank of America
5
Bank of America
North Carolina
$1.14M -$65.6K -2,791 -5%
AF
6
Advisornet Financial
Minnesota
$1.08M +$10.2K +433 +1%
IRC
7
Investors Research Corp
Georgia
$920K -$1.08K -46 -0.1%
Osaic Holdings
8
Osaic Holdings
Arizona
$895K +$67.5K +2,872 +8%
Citigroup
9
Citigroup
New York
$795K +$153K +6,489 +24%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$497K +$147K +6,235 +42%
FFA
11
Founders Financial Alliance
North Carolina
$405K +$405K +17,218 New
Mariner
12
Mariner
Kansas
$393K +$392K +16,667 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$373K -$385K -16,388 -51%
MML Investors Services
14
MML Investors Services
Massachusetts
$287K +$164K +6,987 +134%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$285K -$308K -13,078 -52%
PAG
16
Private Advisor Group
New Jersey
$237K -$8.07K -343 -3%
CF
17
Centaurus Financial
California
$142K +$6K +255 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$139K -$411K -17,464 -75%
SF
19
Synovus Financial
Georgia
$135K +$135K +5,722 New
SPC
20
Sigma Planning Corp
Michigan
$125K +$33.1K +1,406 +36%
AIP
21
Ahrens Investment Partners
Louisiana
$117K +$117K +4,987 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$111K
KAS
23
Kestra Advisory Services
Texas
$92K +$91.4K +3,887 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$80K
PWM
25
Provident Wealth Management
Tennessee
$68K -$15.4K -653 -18%

SRET Hedge Fund Activity: Q3 2020 in Review

34 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q3 2020, worth a combined $33.8M — down 33% from $50.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SRET positions and 7 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $392K. The largest seller was Daiwa Securities Group, cutting an estimated $17.3M.

  • 34 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q3 2020, up from 33 in Q2 2020.
  • Funds reported $33.8M of Global X SuperDividend REIT ETF stock for Q3 2020, down 33% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend REIT ETF positions in Q3 2020 and 7 closed out, a net change of +2 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q3 2020 was Mariner, an estimated $392K added.
  • The largest Global X SuperDividend REIT ETF seller in Q3 2020 was Daiwa Securities Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2020.