SRH REIT Covered Call ETF
SRHR
4 hedge funds and large institutions have $51.1M invested in SRH REIT Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 2 → 4 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.38% less ownership
Funds ownership: 99.45% → 99.06% (-0.38%)
8% less capital invested
Capital invested by funds: $55.3M → $51.1M (-$4.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$528K |
| 2 |
SA
SRH Advisors
Salina,
Kansas
|
+$1.92K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.56K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$738K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
SRH Advisors
Salina,
Kansas
| $50.3M | +$1.92K | +32 | +0% |
|
|
2
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $505K | +$528K | +8,813 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $263K | -$738K | -12,316 | -73% |
|
|
4
UBS Group
Zurich,
Switzerland
| $1.49K | +$1.56K | +26 | New |
|
SRHR Hedge Fund Activity: Q4 2024 in Review
4 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SRH REIT Covered Call ETF (SRHR) for Q4 2024, worth a combined $51.1M — down 7.7% from $55.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SRHR positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $528K. The largest seller was Citadel Advisors, cutting an estimated $738K.
- 4 institutional investors held SRH REIT Covered Call ETF (SRHR) as of Q4 2024, up from 2 in Q3 2024.
- Funds reported $51.1M of SRH REIT Covered Call ETF stock for Q4 2024, down 7.7% quarter-over-quarter.
- 2 funds opened new SRH REIT Covered Call ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest SRH REIT Covered Call ETF buyer in Q4 2024 was Janney Montgomery Scott, an estimated $528K added.
- The largest SRH REIT Covered Call ETF seller in Q4 2024 was Citadel Advisors, an estimated $738K sold.
Based on aggregated 13F filings for Q4 2024.