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Global X SuperDividend REIT ETF

36 hedge funds and large institutions have $57.8M invested in Global X SuperDividend REIT ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.94% more ownership

Funds ownership: 21.73%22.67% (+0.94%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less capital invested

Capital invested by funds: $59.5M → $57.8M (-$1.73M)

3% less funds holding

Funds holding: 3736 (-1)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
17
Closed
5
Calls
$101K
Puts
Net Calls
+$101K
Net Calls Change
+$187K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$14M
LPL Financial
2
LPL Financial
California
$10.9M -$516K -24,227 -5%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$6.96M -$334K -15,662 -5%
Bank of America
4
Bank of America
North Carolina
$6.34M -$2.89M -135,759 -32%
Jane Street
5
Jane Street
New York
$4.53M +$2.63M +123,277 +140%
CS
6
Credit Suisse
Switzerland
$3.47M -$320 -15 -0%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.05M +$1.66M +78,040 +451%
Morgan Stanley
8
Morgan Stanley
New York
$1.64M -$185K -8,692 -10%
Citadel Advisors
9
Citadel Advisors
Florida
$1.51M +$1.17M +54,752 +350%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.25M -$407K -19,116 -25%
SWP
11
Stratos Wealth Partners
Ohio
$1.11M +$19.9K +935 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$988K -$621K -29,150 -39%
Osaic Holdings
13
Osaic Holdings
Arizona
$734K -$29.3K -1,375 -4%
IRC
14
Investors Research Corp
Georgia
$563K -$6.61K -310 -1%
AWS
15
Atria Wealth Solutions
New York
$326K +$29.4K +1,380 +10%
MCM
16
Morton Capital Management
California
$234K
IWM
17
IHT Wealth Management
Illinois
$234K -$1.92K -90 -0.8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$226K -$6.69K -314 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$201K -$11.4K -536 -5%
CF
20
Centaurus Financial
California
$130K -$12.7K -594 -9%
FFA
21
Founders Financial Alliance
North Carolina
$83.9K -$562K -26,374 -87%
HI
22
Harbour Investments
Wisconsin
$49.4K +$49K +2,300 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$49.3K +$39.8K +1,869 +487%
UBS Group
24
UBS Group
Switzerland
$42.9K -$89.8K -4,214 -68%
GRP
25
Global Retirement Partners
California
$37.9K +$703 +33 +2%

SRET Hedge Fund Activity: Q2 2023 in Review

36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q2 2023, worth a combined $57.8M — down 2.9% from $59.5M a quarter earlier.

Fund positioning in SRET was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $2.63M. The largest seller was Bank of America, cutting an estimated $2.89M.

  • 36 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q2 2023, down from 37 in Q1 2023.
  • Funds reported $57.8M of Global X SuperDividend REIT ETF stock for Q2 2023, down 2.9% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend REIT ETF positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q2 2023 was Jane Street, an estimated $2.63M added.
  • The largest Global X SuperDividend REIT ETF seller in Q2 2023 was Bank of America, an estimated $2.89M sold.

Based on aggregated 13F filings for Q2 2023.