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Global X SuperDividend REIT ETF

50 hedge funds and large institutions have $66.8M invested in Global X SuperDividend REIT ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

7% more capital invested

Capital invested by funds: $62.4M → $66.8M (+$4.38M)

0.88% more ownership

Funds ownership: 4.8%5.68% (+0.88%)

0% more funds holding

Funds holding: 5050 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
15
Closed
9
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$17.9M
LPL Financial
2
LPL Financial
California
$10.1M +$340K +12,513 +4%
Jane Street
3
Jane Street
New York
$9.91M +$8.53M +314,135 +691%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$7.44M +$415K +15,284 +6%
Bank of America
5
Bank of America
North Carolina
$7.11M +$131K +4,837 +2%
Morgan Stanley
6
Morgan Stanley
New York
$2.4M +$117K +4,307 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.32M +$1.38M +50,901 +152%
WP
8
WealthSource Partners
California
$2.08M +$249K +9,165 +14%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.08M -$114K -4,195 -10%
FFA
10
Founders Financial Alliance
North Carolina
$807K +$35.5K +1,305 +5%
IRC
11
Investors Research Corp
Georgia
$746K -$32.5K -1,197 -4%
HT
12
HAP Trading
New York
$707K -$1.09M -40,064 -61%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$644K +$307K +11,292 +93%
IWM
14
IHT Wealth Management
Illinois
$309K -$39.2K -1,443 -11%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$280K -$97.6K -3,593 -26%
PAG
16
Private Advisor Group
New Jersey
$253K -$75.5K -2,779 -23%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$199K -$815 -30 -0.4%
Renaissance Technologies
18
Renaissance Technologies
New York
$199K +$196K +7,200 New
AWS
19
Atria Wealth Solutions
New York
$184K +$181K +6,679 New
AWM
20
AE Wealth Management
Kansas
$174K +$66.5K +2,449 +63%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$170K -$95.7K -3,524 -36%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$169K -$6.85K -252 -4%
CF
23
Centaurus Financial
California
$158K -$129K -4,760 -45%
SF
24
Synovus Financial
Georgia
$158K
GIA
25
Gladstone Institutional Advisory
Florida
$145K +$10.6K +390 +8%

SRET Hedge Fund Activity: Q1 2022 in Review

50 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q1 2022, worth a combined $66.8M — up 7% from $62.4M a quarter earlier.

Fund positioning in SRET was balanced in Q1 2022: 9 funds opened new positions, 9 closed out, 17 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $8.53M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $1.13M sold.

  • 50 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $66.8M of Global X SuperDividend REIT ETF stock for Q1 2022, up 7% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend REIT ETF positions in Q1 2022 and 9 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q1 2022 was Jane Street, an estimated $8.53M added.
  • The largest Global X SuperDividend REIT ETF seller in Q1 2022 was Stratos Wealth Partners, an estimated $1.13M sold.

Based on aggregated 13F filings for Q1 2022.