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Global X SuperDividend REIT ETF

50 hedge funds and large institutions have $62.4M invested in Global X SuperDividend REIT ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

11% more funds holding

Funds holding: 4550 (+5)

5% more capital invested

Capital invested by funds: $59.5M → $62.4M (+$2.87M)

0.49% more ownership

Funds ownership: 4.31%4.8% (+0.49%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
14
Reduced
15
Closed
9
Calls
$106K
Puts
Net Calls
+$106K
Net Calls Change
-$209K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$18.6M
LPL Financial
2
LPL Financial
California
$10.1M -$535K -18,658 -5%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$7.28M +$1.22M +42,409 +20%
Bank of America
4
Bank of America
North Carolina
$7.22M +$246K +8,580 +4%
Morgan Stanley
5
Morgan Stanley
New York
$2.37M +$203K +7,070 +9%
WP
6
WealthSource Partners
California
$1.89M +$85.3K +2,974 +5%
HT
7
HAP Trading
New York
$1.88M +$761K +26,536 +68%
Jane Street
8
Jane Street
New York
$1.3M +$277K +9,654 +27%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.24M -$67.2K -2,343 -5%
SWP
10
Stratos Wealth Partners
Ohio
$1.13M +$1.13M +39,464 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.11M +$1.11M +38,677 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$953K -$79K -2,753 -8%
IRC
13
Investors Research Corp
Georgia
$807K -$65.1K -2,267 -7%
FFA
14
Founders Financial Alliance
North Carolina
$798K +$40.8K +1,422 +5%
Citigroup
15
Citigroup
New York
$743K -$157K -5,483 -17%
SWA
16
Sightline Wealth Advisors
Connecticut
$720K -$128K -4,448 -15%
Citadel Advisors
17
Citadel Advisors
Florida
$450K +$37.3K +1,300 +9%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$393K +$285K +9,945 +262%
IWM
19
IHT Wealth Management
Illinois
$361K +$159K +5,537 +78%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$345K -$29.3K -1,021 -8%
PAG
21
Private Advisor Group
New Jersey
$341K -$17.2K -599 -5%
CF
22
Centaurus Financial
California
$300K +$112K +3,908 +59%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$277K -$947 -33 -0.3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$207K -$179K -6,253 -46%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$182K -$72.4K -2,524 -28%

SRET Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2021, worth a combined $62.4M — up 4.8% from $59.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRET positions and 9 closed out — a net gain of 5 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $1.22M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $830K sold.

  • 50 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2021, up from 45 in Q3 2021.
  • Funds reported $62.4M of Global X SuperDividend REIT ETF stock for Q4 2021, up 4.8% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend REIT ETF positions in Q4 2021 and 9 closed out, a net change of +5 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2021 was Mirae Asset Global Investments, an estimated $1.22M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2021 was Flow Traders U.S., an estimated $830K sold.

Based on aggregated 13F filings for Q4 2021.