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Global X SuperDividend REIT ETF

32 hedge funds and large institutions have $53M invested in Global X SuperDividend REIT ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $43.2M → $53M (+$9.89M)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

10% more funds holding

Funds holding: 2932 (+3)

2.74% more ownership

Funds ownership: 20.4%23.14% (+2.7%)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$23.4M
LPL Financial
2
LPL Financial
California
$8.86M +$394K +18,336 +5%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$6.94M -$274K -12,765 -4%
UBS Group
4
UBS Group
Switzerland
$3.63M +$3.47M +161,327 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.07M +$1.25M +58,253 +74%
Morgan Stanley
6
Morgan Stanley
New York
$1.47M -$142K -6,596 -9%
Bank of America
7
Bank of America
North Carolina
$1.08M +$37.3K +1,734 +4%
SWP
8
Stratos Wealth Partners
Ohio
$998K -$190K -8,861 -17%
Osaic Holdings
9
Osaic Holdings
Arizona
$697K +$35.5K +1,652 +6%
IRC
10
Investors Research Corp
Georgia
$571K -$236 -11 -0%
Jane Street
11
Jane Street
New York
$432K -$736K -34,229 -64%
AA
12
Axiom Advisory
California
$384K +$14.4K +668 +4%
SC
13
Sykon Capital
New York
$311K +$297K +13,815 New
MML Investors Services
14
MML Investors Services
Massachusetts
$279K +$266K +12,393 New
HighTower Advisors
15
HighTower Advisors
Illinois
$222K +$213K +9,890 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$209K +$199K +9,278 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$108K -$415K -19,300 -80%
Wells Fargo
18
Wells Fargo
California
$105K +$100K +4,675 New
FFA
19
Founders Financial Alliance
North Carolina
$97.1K +$20K +929 +27%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$55K -$6.19K -288 -11%
HI
21
Harbour Investments
Wisconsin
$51.7K
GRP
22
Global Retirement Partners
California
$38.7K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$14K
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$10.8K +$516 +24 +5%
SIS
25
Sound Income Strategies
Florida
$8.72K +$172 +8 +2%

SRET Hedge Fund Activity: Q3 2024 in Review

32 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q3 2024, worth a combined $53M — up 23% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SRET positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $3.47M. The largest seller was Jane Street, cutting an estimated $736K.

  • 32 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q3 2024, up from 29 in Q2 2024.
  • Funds reported $53M of Global X SuperDividend REIT ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 7 funds opened new Global X SuperDividend REIT ETF positions in Q3 2024 and 4 closed out, a net change of +3 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q3 2024 was UBS Group, an estimated $3.47M added.
  • The largest Global X SuperDividend REIT ETF seller in Q3 2024 was Jane Street, an estimated $736K sold.

Based on aggregated 13F filings for Q3 2024.