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Global X SuperDividend REIT ETF

37 hedge funds and large institutions have $59.5M invested in Global X SuperDividend REIT ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

28% more funds holding

Funds holding: 2937 (+8)

17% more capital invested

Capital invested by funds: $51.1M → $59.5M (+$8.48M)

3.25% more ownership

Funds ownership: 18.48%21.73% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

54% less call options, than puts

Call options by funds: $74K | Put options by funds: $160K

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
11
Closed
2
Calls
$74K
Puts
$160K
Net Calls
-$86K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$14.2M
LPL Financial
2
LPL Financial
California
$11.6M -$147K -6,443 -1%
Bank of America
3
Bank of America
North Carolina
$9.38M +$1.76M +77,540 +22%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$7.4M +$217K +9,555 +3%
CS
5
Credit Suisse
Switzerland
$3.51M +$3.67M +161,342 New
Jane Street
6
Jane Street
New York
$1.91M +$191K +8,400 +11%
Morgan Stanley
7
Morgan Stanley
New York
$1.85M +$253K +11,121 +15%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.69M +$1.76M +77,447 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.64M +$721K +31,694 +73%
SWP
10
Stratos Wealth Partners
Ohio
$1.1M -$51.5K -2,263 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$774K -$13.7K -603 -2%
FFA
12
Founders Financial Alliance
North Carolina
$659K -$3.02K -133 -0.4%
SPC
13
Sigma Planning Corp
Michigan
$620K +$648K +28,490 New
IRC
14
Investors Research Corp
Georgia
$578K -$182 -8 -0%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$377K -$624K -27,461 -61%
Citadel Advisors
16
Citadel Advisors
Florida
$341K +$356K +15,655 New
AWS
17
Atria Wealth Solutions
New York
$301K +$8.07K +355 +3%
TSS
18
Two Sigma Securities
New York
$261K +$273K +11,989 New
IWM
19
IHT Wealth Management
Illinois
$239K -$9.64K -424 -4%
MCM
20
Morton Capital Management
California
$237K +$248K +10,905 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$236K +$7.53K +331 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$208K +$523 +23 +0.2%
CF
23
Centaurus Financial
California
$145K -$357K -15,683 -70%
UBS Group
24
UBS Group
Switzerland
$135K +$24.3K +1,068 +21%
GRP
25
Global Retirement Partners
California
$36.6K +$12.6K +556 +47%

SRET Hedge Fund Activity: Q1 2023 in Review

37 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q1 2023, worth a combined $59.5M — up 17% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SRET positions and 2 closed out — a net gain of 8 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $3.67M. The largest seller was Susquehanna International Group, cutting an estimated $624K.

  • 37 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q1 2023, up from 29 in Q4 2022.
  • Funds reported $59.5M of Global X SuperDividend REIT ETF stock for Q1 2023, up 17% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend REIT ETF positions in Q1 2023 and 2 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q1 2023 was Credit Suisse, an estimated $3.67M added.
  • The largest Global X SuperDividend REIT ETF seller in Q1 2023 was Susquehanna International Group, an estimated $624K sold.

Based on aggregated 13F filings for Q1 2023.