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Global X SuperDividend REIT ETF

37 hedge funds and large institutions have $42.9M invested in Global X SuperDividend REIT ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

27% more capital invested

Capital invested by funds: $33.8M → $42.9M (+$9.05M)

9% more funds holding

Funds holding: 3437 (+3)

0.34% more ownership

Funds ownership: 3.38%3.72% (+0.34%)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$16M +$924K +36,667 +7%
LPL Financial
2
LPL Financial
California
$6.95M -$184K -7,311 -3%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$3.94M +$243K +9,630 +7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.88M +$3.66M +145,317 New
Morgan Stanley
5
Morgan Stanley
New York
$1.61M -$37.7K -1,496 -2%
AF
6
Advisornet Financial
Minnesota
$1.18M -$40.3K -1,600 -3%
Citigroup
7
Citigroup
New York
$1.02M +$111K +4,403 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$954K -$56.1K -2,225 -6%
Bank of America
9
Bank of America
North Carolina
$932K -$343K -13,599 -28%
IRC
10
Investors Research Corp
Georgia
$829K -$201K -7,973 -20%
Jane Street
11
Jane Street
New York
$731K +$691K +27,413 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$564K +$384K +15,261 +259%
FFA
13
Founders Financial Alliance
North Carolina
$541K +$76.3K +3,028 +18%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$537K -$24.7K -981 -5%
SPC
15
Sigma Planning Corp
Michigan
$472K +$312K +12,385 +233%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$340K -$77.8K -3,087 -19%
MML Investors Services
17
MML Investors Services
Massachusetts
$330K +$4.38K +174 +1%
CF
18
Centaurus Financial
California
$314K +$145K +5,750 +95%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$300K -$21.2K -842 -7%
PAG
20
Private Advisor Group
New Jersey
$270K +$781 +31 +0.3%
SF
21
Synovus Financial
Georgia
$152K
KAS
22
Kestra Advisory Services
Texas
$145K +$39.6K +1,573 +40%
BFS
23
Bard Financial Services
Connecticut
$143K +$135K +5,367 New
CA
24
Cetera Advisors
Colorado
$139K +$132K +5,230 New
SAS
25
Stelac Advisory Services
New York
$130K +$123K +4,874 New

SRET Hedge Fund Activity: Q4 2020 in Review

37 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2020, worth a combined $42.9M — up 27% from $33.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SRET positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.66M. The largest seller was Mariner, exiting entirely with an estimated $393K sold.

  • 37 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2020, up from 34 in Q3 2020.
  • Funds reported $42.9M of Global X SuperDividend REIT ETF stock for Q4 2020, up 27% quarter-over-quarter.
  • 8 funds opened new Global X SuperDividend REIT ETF positions in Q4 2020 and 4 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $3.66M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2020 was Mariner, an estimated $393K sold.

Based on aggregated 13F filings for Q4 2020.