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Global X SuperDividend REIT ETF

33 hedge funds and large institutions have $48.2M invested in Global X SuperDividend REIT ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 3233 (+1)

0.65% more ownership

Funds ownership: 23.14%23.8% (+0.65%)

9% less capital invested

Capital invested by funds: $53M → $48.2M (-$4.81M)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$20.8M
LPL Financial
2
LPL Financial
California
$7.28M -$639K -30,151 -8%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$6M -$186K -8,796 -3%
UBS Group
4
UBS Group
Switzerland
$3.26M +$29K +1,366 +0.8%
FTUS
5
Flow Traders U.S.
New York
$2.43M +$2.57M +121,288 New
Bank of America
6
Bank of America
North Carolina
$1.18M +$232K +10,942 +23%
Morgan Stanley
7
Morgan Stanley
New York
$1.06M -$264K -12,473 -19%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$1.07M +50,372 New
SS
9
SBI Securities
Japan
$941K +$997K +47,038 New
SWP
10
Stratos Wealth Partners
Ohio
$870K -$19.1K -900 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$855K -$1.99M -93,890 -69%
Osaic Holdings
12
Osaic Holdings
Arizona
$570K -$53K -2,500 -8%
IRC
13
Investors Research Corp
Georgia
$505K -$2.8K -132 -0.5%
Jane Street
14
Jane Street
New York
$435K +$54K +2,546 +13%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$333K +$156K +7,347 +79%
MML Investors Services
16
MML Investors Services
Massachusetts
$218K -$31.9K -1,503 -12%
Wells Fargo
17
Wells Fargo
California
$90.6K -$3.07K -145 -3%
FFA
18
Founders Financial Alliance
North Carolina
$70.3K -$17.1K -806 -19%
CBT
19
Crews Bank & Trust
Florida
$63.6K +$67.4K +3,180 New
AWM
20
AE Wealth Management
Kansas
$61.7K +$65.3K +3,082 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$57K +$8.1K +382 +16%
HI
22
Harbour Investments
Wisconsin
$46K
GRP
23
Global Retirement Partners
California
$34.5K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$13K
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$10.1K +$488 +23 +5%

SRET Hedge Fund Activity: Q4 2024 in Review

33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q4 2024, worth a combined $48.2M — down 9.1% from $53M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SRET positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.57M. The largest seller was Susquehanna International Group, cutting an estimated $1.99M.

  • 33 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $48.2M of Global X SuperDividend REIT ETF stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 7 funds opened new Global X SuperDividend REIT ETF positions in Q4 2024 and 5 closed out, a net change of +2 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $2.57M added.
  • The largest Global X SuperDividend REIT ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.