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Global X SuperDividend REIT ETF

34 hedge funds and large institutions have $52.6M invested in Global X SuperDividend REIT ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more call options, than puts

Call options by funds: $60K | Put options by funds: $10K

0.08% more ownership

Funds ownership: 22.67%22.75% (+0.08%)

6% less funds holding

Funds holding: 3634 (-2)

9% less capital invested

Capital invested by funds: $57.8M → $52.6M (-$5.18M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
12
Closed
7
Calls
$60K
Puts
$10K
Net Calls
+$50K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$16.3M +$3.45M +160,000 +25%
LPL Financial
2
LPL Financial
California
$10.4M +$155K +7,179 +1%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$6.45M -$70.8K -3,285 -1%
Jane Street
4
Jane Street
New York
$4.25M +$9.59K +445 +0.2%
CS
5
Credit Suisse
Switzerland
$3.24M
Bank of America
6
Bank of America
North Carolina
$2.26M -$3.93M -182,556 -62%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$2.19M +$2.04M +94,661 +4,202%
Morgan Stanley
8
Morgan Stanley
New York
$1.64M +$111K +5,135 +7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.21M -$762K -35,394 -37%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.17M -$2.11K -98 -0.2%
SWP
11
Stratos Wealth Partners
Ohio
$1.02M -$18.1K -838 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$601K -$91.7K -4,256 -12%
IRC
13
Investors Research Corp
Georgia
$522K -$6.14K -285 -1%
AWS
14
Atria Wealth Solutions
New York
$293K -$13K -603 -4%
Citadel Advisors
15
Citadel Advisors
Florida
$226K -$1.27M -59,157 -84%
IWM
16
IHT Wealth Management
Illinois
$220K +$1.29K +60 +0.6%
MCM
17
Morton Capital Management
California
$219K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$126K -$856K -39,724 -86%
FFA
19
Founders Financial Alliance
North Carolina
$73.1K -$5.88K -273 -7%
HI
20
Harbour Investments
Wisconsin
$46.3K
UBS Group
21
UBS Group
Switzerland
$42.5K +$2.5K +116 +6%
BTI
22
Blue Trust Inc
Georgia
$41K +$41.1K +1,907 New
GRP
23
Global Retirement Partners
California
$34.6K +$862 +40 +2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$13K
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$12.5K -$7.13K -331 -35%

SRET Hedge Fund Activity: Q3 2023 in Review

34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q3 2023, worth a combined $52.6M — down 9% from $57.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SRET and 5 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was Daiwa Securities Group, adding an estimated $3.45M. The largest seller was Bank of America, cutting an estimated $3.93M.

  • 34 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q3 2023, down from 36 in Q2 2023.
  • Funds reported $52.6M of Global X SuperDividend REIT ETF stock for Q3 2023, down 9% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend REIT ETF positions in Q3 2023 and 7 closed out, a net change of -2 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q3 2023 was Daiwa Securities Group, an estimated $3.45M added.
  • The largest Global X SuperDividend REIT ETF seller in Q3 2023 was Bank of America, an estimated $3.93M sold.

Based on aggregated 13F filings for Q3 2023.