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Global X SuperDividend REIT ETF

30 hedge funds and large institutions have $26.7M invested in Global X SuperDividend REIT ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

1.25% less ownership

Funds ownership: 15.51%14.26% (-1.3%)

8% less capital invested

Capital invested by funds: $29.1M → $26.7M (-$2.41M)

14% less funds holding

Funds holding: 3530 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
8
Closed
8
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.15M +$723K +35,329 +9%
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$6.92M +$603K +29,478 +10%
Bank of America
3
Bank of America
North Carolina
$1.68M +$12.8K +624 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$1.4M +$37.5K +1,833 +3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$1.06M -$6.18K -302 -0.6%
SS
6
SBI Securities
Japan
$1.05M +$6.03K +295 +0.6%
SWP
7
Stratos Wealth Partners
Ohio
$936K -$266 -13 -0%
SPC
8
Sigma Planning Corp
Michigan
$611K +$294K +14,394 +99%
Osaic Holdings
9
Osaic Holdings
Arizona
$577K -$41.2K -2,013 -7%
UBS Group
10
UBS Group
Switzerland
$523K -$3.18M -155,468 -86%
IRC
11
Investors Research Corp
Georgia
$500K -$1.41K -69 -0.3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$376K +$25.3K +1,237 +7%
AIM
13
Advyzon Investment Management
Illinois
$333K +$74.6K +3,645 +30%
MML Investors Services
14
MML Investors Services
Massachusetts
$300K +$65.9K +3,220 +29%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$295K -$538K -26,305 -65%
HighTower Advisors
16
HighTower Advisors
Illinois
$209K
GRP
17
Global Retirement Partners
California
$166K +$160K +7,835 New
Raymond James Financial
18
Raymond James Financial
Florida
$157K +$151K +7,401 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$127K +$72.1K +3,523 +142%
HNB
20
Huntington National Bank
Ohio
$101K
AWM
21
AE Wealth Management
Kansas
$74.7K +$16.9K +826 +31%
CBT
22
Crews Bank & Trust
Florida
$67.3K
FFA
23
Founders Financial Alliance
North Carolina
$44.2K +$818 +40 +2%
AAS
24
Ameritas Advisory Services
Nebraska
$25.6K +$24.7K +1,210 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$13K

SRET Hedge Fund Activity: Q2 2025 in Review

30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend REIT ETF (SRET) for Q2 2025, worth a combined $26.7M — down 8.3% from $29.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SRET and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 12 added.

The largest buyer was LPL Financial, adding an estimated $723K. The largest seller was UBS Group, cutting an estimated $3.18M.

  • 30 institutional investors held Global X SuperDividend REIT ETF (SRET) as of Q2 2025, down from 35 in Q1 2025.
  • Funds reported $26.7M of Global X SuperDividend REIT ETF stock for Q2 2025, down 8.3% quarter-over-quarter.
  • 4 funds opened new Global X SuperDividend REIT ETF positions in Q2 2025 and 8 closed out, a net change of -4 holders.
  • The largest Global X SuperDividend REIT ETF buyer in Q2 2025 was LPL Financial, an estimated $723K added.
  • The largest Global X SuperDividend REIT ETF seller in Q2 2025 was UBS Group, an estimated $3.18M sold.

Based on aggregated 13F filings for Q2 2025.