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Global X SuperDividend REIT ETF

47 hedge funds and large institutions have $57.1M invested in Global X SuperDividend REIT ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% more ownership

Funds ownership: 5.68%5.72% (+0.04%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

6% less funds holding

Funds holding: 5047 (-3)

15% less capital invested

Capital invested by funds: $66.8M → $57.1M (-$9.72M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
47
Holders Change
-3
Holders Change %
-6%
% 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
15
Reduced
15
Closed
8
Calls
$303K
Puts
Net Calls
+$303K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$15.7M
LPL Financial
2
LPL Financial
California
$9.72M +$974K +37,957 +10%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$7.15M +$687K +26,766 +10%
Jane Street
4
Jane Street
New York
$6.46M -$2.36M -91,867 -26%
Bank of America
5
Bank of America
North Carolina
$6.26M +$44.7K +1,741 +0.7%
Morgan Stanley
6
Morgan Stanley
New York
$2.03M -$76.4K -2,978 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.96M -$80.3K -3,129 -4%
WP
8
WealthSource Partners
California
$1.93M +$117K +4,575 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$896K -$52.6K -2,051 -5%
FFA
10
Founders Financial Alliance
North Carolina
$736K +$32.3K +1,258 +4%
IRC
11
Investors Research Corp
Georgia
$651K -$1.98K -77 -0.3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$575K +$612K +23,846 New
IWM
13
IHT Wealth Management
Illinois
$272K +$1.64K +64 +0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$255K -$329K -12,812 -55%
HT
15
HAP Trading
New York
$232K -$411K -16,018 -62%
PAG
16
Private Advisor Group
New Jersey
$188K -$34.9K -1,359 -15%
FTUS
17
Flow Traders U.S.
New York
$185K +$196K +7,659 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$171K -$3.87K -151 -2%
AWS
19
Atria Wealth Solutions
New York
$164K +$3.21K +125 +2%
AWM
20
AE Wealth Management
Kansas
$162K +$10K +390 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$148K +$77 +3 +0%
SF
22
Synovus Financial
Georgia
$138K
MML Investors Services
23
MML Investors Services
Massachusetts
$137K +$29.8K +1,163 +26%
GIA
24
Gladstone Institutional Advisory
Florida
$135K +$8.54K +333 +6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$133K -$17.2K -672 -11%

SRET Hedge Fund Activity: Q2 2022 in Review

47 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q2 2022, worth a combined $57.1M — down 15% from $66.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SRET and 5 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was LPL Financial, adding an estimated $974K. The largest seller was Jane Street, cutting an estimated $2.36M.

  • 47 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q2 2022, down from 50 in Q1 2022.
  • Funds reported $57.1M of Global X SuperDividend REIT ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend REIT ETF positions in Q2 2022 and 8 closed out, a net change of -3 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q2 2022 was LPL Financial, an estimated $974K added.
  • The largest Global X SuperDividend REIT ETF seller in Q2 2022 was Jane Street, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2022.