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Global X SuperDividend REIT ETF

35 hedge funds and large institutions have $69.5M invested in Global X SuperDividend REIT ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,300% more call options, than puts

Call options by funds: $88K | Put options by funds: $2K

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

32% more capital invested

Capital invested by funds: $52.6M → $69.5M (+$16.9M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4.47% more ownership

Funds ownership: 22.75%27.22% (+4.5%)

3% more funds holding

Funds holding: 3435 (+1)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
8
Closed
4
Calls
$88K
Puts
$2K
Net Calls
+$86K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$17.9M
LPL Financial
2
LPL Financial
California
$11.9M +$432K +21,457 +4%
CS
3
Credit Suisse
Switzerland
$10.7M +$6.5M +322,656 +200%
Bank of America
4
Bank of America
North Carolina
$9.96M +$6.81M +337,884 +300%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$7.19M +$88.2K +4,380 +1%
Morgan Stanley
6
Morgan Stanley
New York
$3.77M +$1.79M +88,983 +109%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.76M +$1.3M +64,650 +108%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.32M +$31.7K +1,571 +3%
SWP
9
Stratos Wealth Partners
Ohio
$1.04M -$79.2K -3,933 -8%
Osaic Holdings
10
Osaic Holdings
Arizona
$679K +$16.1K +801 +3%
IRC
11
Investors Research Corp
Georgia
$574K
Citadel Advisors
12
Citadel Advisors
Florida
$305K +$50.8K +2,522 +22%
Jane Street
13
Jane Street
New York
$290K -$4M -198,408 -94%
GIA
14
Gladstone Institutional Advisory
Florida
$231K +$210K +10,441 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$224K +$204K +10,141 New
SC
16
Sykon Capital
New York
$203K +$185K +9,186 New
FFA
17
Founders Financial Alliance
North Carolina
$76K -$3.97K -197 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$74K -$60.3K -2,994 -48%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$70.2K -$1.89M -93,784 -97%
HI
20
Harbour Investments
Wisconsin
$50.9K
UBS Group
21
UBS Group
Switzerland
$46.5K -$262 -13 -0.6%
GRP
22
Global Retirement Partners
California
$39.2K +$645 +32 +2%
BTI
23
Blue Trust Inc
Georgia
$38K
SIS
24
Sound Income Strategies
Florida
$16.2K +$5.68K +282 +63%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$14K

SRET Hedge Fund Activity: Q4 2023 in Review

35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2023, worth a combined $69.5M — up 32% from $52.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SRET positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $6.81M. The largest seller was Jane Street, cutting an estimated $4M.

  • 35 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $69.5M of Global X SuperDividend REIT ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend REIT ETF positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2023 was Bank of America, an estimated $6.81M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2023 was Jane Street, an estimated $4M sold.

Based on aggregated 13F filings for Q4 2023.