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Global X SuperDividend REIT ETF

29 hedge funds and large institutions have $43.2M invested in Global X SuperDividend REIT ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.35% less ownership

Funds ownership: 23.75%20.4% (-3.3%)

17% less capital invested

Capital invested by funds: $52M → $43.2M (-$8.82M)

17% less funds holding

Funds holding: 3529 (-6)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

77% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 13

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$20.7M +$4.55M +230,000 +28%
LPL Financial
2
LPL Financial
California
$7.5M -$3.07M -155,035 -29%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$6.41M +$6.37M +321,522 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.56M +$1.32M +66,748 +575%
Morgan Stanley
5
Morgan Stanley
New York
$1.44M -$36.6K -1,849 -2%
Jane Street
6
Jane Street
New York
$1.07M -$1.33M -66,921 -56%
SWP
7
Stratos Wealth Partners
Ohio
$1.06M -$121K -6,106 -10%
Bank of America
8
Bank of America
North Carolina
$926K -$1.12M -56,377 -55%
Osaic Holdings
9
Osaic Holdings
Arizona
$585K -$16.7K -842 -3%
IRC
10
Investors Research Corp
Georgia
$507K -$2.65K -134 -0.5%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$481K -$614K -30,986 -56%
AA
12
Axiom Advisory
California
$341K +$341K +17,206 New
Mariner
13
Mariner
Kansas
$218K +$216K +10,925 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$83.9K +$7.86K +397 +10%
FFA
15
Founders Financial Alliance
North Carolina
$67.6K -$15.4K -777 -19%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$54K -$1.7K -86 -3%
HI
17
Harbour Investments
Wisconsin
$45.9K
GRP
18
Global Retirement Partners
California
$34.4K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$13K
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$9K
SIS
21
Sound Income Strategies
Florida
$7.58K -$1.37K -69 -15%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$6.54K -$2.73K -138 -30%
IA
23
IFP Advisors
Florida
$3.43K
FFA
24
Farther Finance Advisors
California
$3.33K -$1.25K -63 -27%
Simplex Trading
25
Simplex Trading
Illinois
$1K +$1.49K +75 New

SRET Hedge Fund Activity: Q2 2024 in Review

29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q2 2024, worth a combined $43.2M — down 17% from $52M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SRET and 6 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 3 added.

The largest buyer was Daiwa Securities Group, adding an estimated $4.55M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.13M sold.

  • 29 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q2 2024, down from 35 in Q1 2024.
  • Funds reported $43.2M of Global X SuperDividend REIT ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 6 funds opened new Global X SuperDividend REIT ETF positions in Q2 2024 and 9 closed out, a net change of -3 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q2 2024 was Daiwa Securities Group, an estimated $4.55M added.
  • The largest Global X SuperDividend REIT ETF seller in Q2 2024 was Mirae Asset Global Investments, an estimated $7.13M sold.

Based on aggregated 13F filings for Q2 2024.