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Global X SuperDividend REIT ETF

45 hedge funds and large institutions have $59.5M invested in Global X SuperDividend REIT ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

0.19% less ownership

Funds ownership: 4.5%4.31% (-0.19%)

6% less funds holding

Funds holding: 4845 (-3)

14% less capital invested

Capital invested by funds: $69.2M → $59.5M (-$9.67M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
22
Reduced
9
Closed
7
Calls
$315K
Puts
Net Calls
+$315K
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$18.5M -$15.1M -516,667 -44%
LPL Financial
2
LPL Financial
California
$10.6M +$936K +32,008 +9%
Bank of America
3
Bank of America
North Carolina
$6.97M +$5.98M +204,520 +514%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$6.05M +$460K +15,733 +8%
Morgan Stanley
5
Morgan Stanley
New York
$2.17M +$260K +8,891 +13%
WP
6
WealthSource Partners
California
$1.8M +$1.85M +63,263 New
Osaic Holdings
7
Osaic Holdings
Arizona
$1.31M +$195K +6,668 +17%
HT
8
HAP Trading
New York
$1.12M -$164K -5,612 -13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.03M -$998K -34,127 -49%
Jane Street
10
Jane Street
New York
$1.02M +$744K +25,438 +245%
Citigroup
11
Citigroup
New York
$899K +$134K +4,588 +17%
IRC
12
Investors Research Corp
Georgia
$871K -$59 -2 -0%
SWA
13
Sightline Wealth Advisors
Connecticut
$842K -$92.9K -3,175 -10%
FTUS
14
Flow Traders U.S.
New York
$830K +$851K +29,106 New
FFA
15
Founders Financial Alliance
North Carolina
$757K +$62.1K +2,124 +9%
SPC
16
Sigma Planning Corp
Michigan
$664K +$115K +3,943 +20%
Citadel Advisors
17
Citadel Advisors
Florida
$412K +$67.1K +2,294 +19%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$385K +$4.92K +168 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$374K -$25.7K -880 -6%
PAG
20
Private Advisor Group
New Jersey
$358K +$81.5K +2,787 +29%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$278K +$16K +547 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$254K +$819 +28 +0.3%
IWM
23
IHT Wealth Management
Illinois
$203K +$208K +7,115 New
CF
24
Centaurus Financial
California
$188K -$326K -11,152 -63%
MML Investors Services
25
MML Investors Services
Massachusetts
$185K +$68K +2,324 +56%

SRET Hedge Fund Activity: Q3 2021 in Review

45 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q3 2021, worth a combined $59.5M — down 14% from $69.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SRET and 5 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 22 added.

The largest buyer was Bank of America, adding an estimated $5.98M. The largest seller was Daiwa Securities Group, cutting an estimated $15.1M.

  • 45 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q3 2021, down from 48 in Q2 2021.
  • Funds reported $59.5M of Global X SuperDividend REIT ETF stock for Q3 2021, down 14% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend REIT ETF positions in Q3 2021 and 7 closed out, a net change of -2 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q3 2021 was Bank of America, an estimated $5.98M added.
  • The largest Global X SuperDividend REIT ETF seller in Q3 2021 was Daiwa Securities Group, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2021.