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Global X SuperDividend REIT ETF

29 hedge funds and large institutions have $51.1M invested in Global X SuperDividend REIT ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

12.85% more ownership

Funds ownership: 5.63%18.48% (+13%)

10% more capital invested

Capital invested by funds: $46.5M → $51.1M (+$4.59M)

36% less funds holding

Funds holding: 4529 (-16)

80% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 20

Holders
29
Holders Change
-16
Holders Change %
-35.56%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
9
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$14.1M
LPL Financial
2
LPL Financial
California
$11.7M +$1.48M +68,410 +15%
Bank of America
3
Bank of America
North Carolina
$7.66M +$593K +27,358 +8%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$7.16M +$520K +23,983 +8%
Jane Street
5
Jane Street
New York
$1.72M +$1.25M +57,782 +267%
Morgan Stanley
6
Morgan Stanley
New York
$1.6M -$859K -39,654 -35%
SWP
7
Stratos Wealth Partners
Ohio
$1.15M +$1.15M +52,947 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$971K +$406K +18,742 +72%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$943K -$120K -5,541 -11%
Osaic Holdings
10
Osaic Holdings
Arizona
$784K -$74.5K -3,438 -9%
FFA
11
Founders Financial Alliance
North Carolina
$660K -$15.2K -702 -2%
IRC
12
Investors Research Corp
Georgia
$576K -$5.63K -260 -1%
CF
13
Centaurus Financial
California
$485K +$371K +17,109 +326%
AWS
14
Atria Wealth Solutions
New York
$294K +$292K +13,458 New
IWM
15
IHT Wealth Management
Illinois
$248K +$1.67K +77 +0.7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$228K +$92.5K +4,267 +69%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$208K -$8.84K -408 -4%
MML Investors Services
18
MML Investors Services
Massachusetts
$207K +$104K +4,787 +101%
UBS Group
19
UBS Group
Switzerland
$112K +$53.3K +2,461 +92%
MCC
20
Money Concepts Capital
Florida
$83.9K +$83.8K +3,869 New
BAM
21
Belpointe Asset Management
Nevada
$39.9K +$39.8K +1,838 New
GRP
22
Global Retirement Partners
California
$25.5K +$238 +11 +0.9%
CM
23
Cornerstone Management
Georgia
$22.3K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$14K -$3.75K -173 -22%
CHC
25
City Holding Co
West Virginia
$12.9K -$22 -1 -0.2%

SRET Hedge Fund Activity: Q4 2022 in Review

29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2022, worth a combined $51.1M — up 9.9% from $46.5M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SRET and 4 opened new positions — a net loss of 16 holders — while 9 trimmed existing stakes and 14 added.

The largest buyer was LPL Financial, adding an estimated $1.48M. The largest seller was Morgan Stanley, cutting an estimated $859K.

  • 29 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2022, down from 45 in Q3 2022.
  • Funds reported $51.1M of Global X SuperDividend REIT ETF stock for Q4 2022, up 9.9% quarter-over-quarter.
  • 4 funds opened new Global X SuperDividend REIT ETF positions in Q4 2022 and 20 closed out, a net change of -16 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2022 was LPL Financial, an estimated $1.48M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2022 was Morgan Stanley, an estimated $859K sold.

Based on aggregated 13F filings for Q4 2022.