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Global X SuperDividend REIT ETF

45 hedge funds and large institutions have $46.5M invested in Global X SuperDividend REIT ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

0.09% less ownership

Funds ownership: 5.72%5.63% (-0.09%)

4% less funds holding

Funds holding: 4745 (-2)

19% less capital invested

Capital invested by funds: $57.1M → $46.5M (-$10.6M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
10
Closed
6
Calls
$126K
Puts
Net Calls
+$126K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$13.4M
LPL Financial
2
LPL Financial
California
$9.72M +$1.68M +68,464 +17%
Bank of America
3
Bank of America
North Carolina
$6.72M +$1.63M +66,502 +26%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$6.31M +$239K +9,731 +3%
Morgan Stanley
5
Morgan Stanley
New York
$2.34M +$721K +29,381 +35%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.01M -$789K -32,152 -40%
Osaic Holdings
7
Osaic Holdings
Arizona
$817K +$59.2K +2,410 +6%
FFA
8
Founders Financial Alliance
North Carolina
$641K +$14.8K +601 +2%
PAG
9
Private Advisor Group
New Jersey
$630K +$558K +22,749 +291%
IRC
10
Investors Research Corp
Georgia
$552K -$4.47K -182 -0.7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$536K +$53.8K +2,192 +9%
FTUS
12
Flow Traders U.S.
New York
$482K +$386K +15,718 +205%
Jane Street
13
Jane Street
New York
$445K -$6.04M -246,143 -92%
HT
14
HAP Trading
New York
$439K +$287K +11,682 +121%
WP
15
WealthSource Partners
California
$285K -$1.62M -66,159 -83%
IWM
16
IHT Wealth Management
Illinois
$234K +$1.57K +64 +0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$206K -$13.7K -559 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$141K +$81.2K +3,308 +94%
SWA
19
Sightline Wealth Advisors
Connecticut
$141K +$167K +6,794 New
AWM
20
AE Wealth Management
Kansas
$134K -$5.64K -230 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$128K -$20.8K -849 -12%
GIA
22
Gladstone Institutional Advisory
Florida
$123K +$8.88K +362 +6%
SF
23
Synovus Financial
Georgia
$118K
KC
24
Kinloch Capital
Virginia
$116K +$138K +5,627 New
CF
25
Centaurus Financial
California
$108K +$2.58K +105 +2%

SRET Hedge Fund Activity: Q3 2022 in Review

45 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q3 2022, worth a combined $46.5M — down 19% from $57.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SRET and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 21 added.

The largest buyer was LPL Financial, adding an estimated $1.68M. The largest seller was Jane Street, cutting an estimated $6.04M.

  • 45 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q3 2022, down from 47 in Q2 2022.
  • Funds reported $46.5M of Global X SuperDividend REIT ETF stock for Q3 2022, down 19% quarter-over-quarter.
  • 4 funds opened new Global X SuperDividend REIT ETF positions in Q3 2022 and 6 closed out, a net change of -2 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q3 2022 was LPL Financial, an estimated $1.68M added.
  • The largest Global X SuperDividend REIT ETF seller in Q3 2022 was Jane Street, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2022.