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Global X SuperDividend REIT ETF

35 hedge funds and large institutions have $52M invested in Global X SuperDividend REIT ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3.47% less ownership

Funds ownership: 27.22%23.75% (-3.5%)

25% less capital invested

Capital invested by funds: $69.5M → $52M (-$17.6M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

68% less call options, than puts

Call options by funds: $31K | Put options by funds: $96K

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
11
Closed
6
Calls
$31K
Puts
$96K
Net Calls
-$65K
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$16.6M
LPL Financial
2
LPL Financial
California
$10.9M -$144K -7,040 -1%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$7.13M +$298K +14,567 +4%
CS
4
Credit Suisse
Switzerland
$3.3M -$6.6M -322,656 -67%
Jane Street
5
Jane Street
New York
$2.46M +$2.19M +107,250 +819%
Bank of America
6
Bank of America
North Carolina
$2.1M -$7.11M -347,597 -77%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.63M +$408K +19,952 +33%
CA
8
Cetera Advisors
Colorado
$1.6M +$1.6M +78,098 New
Morgan Stanley
9
Morgan Stanley
New York
$1.51M -$1.98M -96,556 -57%
SWP
10
Stratos Wealth Partners
Ohio
$1.21M +$256K +12,513 +27%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$1.13M +$1.06M +51,956 +1,660%
Osaic Holdings
12
Osaic Holdings
Arizona
$617K -$10.3K -503 -2%
IRC
13
Investors Research Corp
Georgia
$522K -$8.12K -397 -2%
Citadel Advisors
14
Citadel Advisors
Florida
$288K +$6.36K +311 +2%
SPC
15
Sigma Planning Corp
Michigan
$237K +$238K +11,615 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$237K -$2.31M -113,014 -91%
HighTower Advisors
17
HighTower Advisors
Illinois
$202K +$202K +9,889 New
FFA
18
Founders Financial Alliance
North Carolina
$85.2K +$15K +732 +21%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$77.9K +$77.9K +3,810 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$57K -$9.98K -488 -15%
HI
21
Harbour Investments
Wisconsin
$47K
GRP
22
Global Retirement Partners
California
$35.2K -$2.37K -116 -6%
JWA
23
JFS Wealth Advisors
Pennsylvania
$24.4K +$24.4K +1,195 New
UBS Group
24
UBS Group
Switzerland
$13.3K -$29.7K -1,450 -69%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$13K

SRET Hedge Fund Activity: Q1 2024 in Review

35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q1 2024, worth a combined $52M — down 25% from $69.5M a quarter earlier.

Fund positioning in SRET was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $2.19M. The largest seller was Bank of America, cutting an estimated $7.11M.

  • 35 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $52M of Global X SuperDividend REIT ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 6 funds opened new Global X SuperDividend REIT ETF positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q1 2024 was Jane Street, an estimated $2.19M added.
  • The largest Global X SuperDividend REIT ETF seller in Q1 2024 was Bank of America, an estimated $7.11M sold.

Based on aggregated 13F filings for Q1 2024.