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Global X SuperDividend REIT ETF

38 hedge funds and large institutions have $60.8M invested in Global X SuperDividend REIT ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

42% more capital invested

Capital invested by funds: $42.9M → $60.8M (+$17.9M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3% more funds holding

Funds holding: 3738 (+1)

0.7% more ownership

Funds ownership: 3.72%4.43% (+0.7%)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$33.6M +$15.7M +566,667 +94%
LPL Financial
2
LPL Financial
California
$8.44M +$953K +34,505 +13%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$4.7M +$451K +16,313 +11%
Morgan Stanley
4
Morgan Stanley
New York
$1.72M -$6.3K -228 -0.4%
AF
5
Advisornet Financial
Minnesota
$1.28M +$16.6K +600 +1%
Bank of America
6
Bank of America
North Carolina
$1.18M +$172K +6,226 +18%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.1M +$71.7K +2,596 +7%
Citigroup
8
Citigroup
New York
$1.04M -$50.4K -1,826 -5%
SWA
9
Sightline Wealth Advisors
Connecticut
$892K +$858K +31,066 New
IRC
10
Investors Research Corp
Georgia
$874K -$15.2K -550 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$734K +$124K +4,502 +21%
FFA
12
Founders Financial Alliance
North Carolina
$691K +$98.4K +3,562 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$588K +$11.3K +409 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$564K -$3.47M -125,625 -86%
SPC
15
Sigma Planning Corp
Michigan
$504K -$2.76K -100 -0.6%
CF
16
Centaurus Financial
California
$462K +$121K +4,373 +37%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$404K +$37.6K +1,362 +11%
MML Investors Services
18
MML Investors Services
Massachusetts
$362K +$7.1K +257 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$310K -$11.4K -414 -4%
PAG
20
Private Advisor Group
New Jersey
$287K -$2.51K -91 -0.9%
SF
21
Synovus Financial
Georgia
$164K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$146K +$141K +5,110 New
SAS
23
Stelac Advisory Services
New York
$140K
BRWA
24
B. Riley Wealth Advisors
Florida
$139K +$134K +4,855 New
KAS
25
Kestra Advisory Services
Texas
$131K -$24.3K -880 -16%

SRET Hedge Fund Activity: Q1 2021 in Review

38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q1 2021, worth a combined $60.8M — up 42% from $42.9M 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 9 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $15.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.47M.

  • 38 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q1 2021, up from 37 in Q4 2020.
  • Funds reported $60.8M of Global X SuperDividend REIT ETF stock for Q1 2021, up 42% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend REIT ETF positions in Q1 2021 and 8 closed out, a net change of +1 holder.
  • The largest Global X SuperDividend REIT ETF buyer in Q1 2021 was Daiwa Securities Group, an estimated $15.7M added.
  • The largest Global X SuperDividend REIT ETF seller in Q1 2021 was Susquehanna International Group, an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2021.