SRH REIT Covered Call ETF
SRHR
3 hedge funds and large institutions have $50.3M invested in SRH REIT Covered Call ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
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
0.3% less ownership
Funds ownership: 99.06% → 98.77% (-0.3%)
2% less capital invested
Capital invested by funds: $51.1M → $50.3M (-$786K)
25% less funds holding
Funds holding: 4 → 3 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$231K |
| 2 |
SA
SRH Advisors
Salina,
Kansas
|
+$2.11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$263K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$122K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
SRH Advisors
Salina,
Kansas
| $49.7M | +$2.11K | +37 | +0% |
|
|
2
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $377K | -$122K | -2,148 | -24% |
|
|
NA
3
NewEdge Advisors
New Orleans,
Louisiana
| $229K | +$231K | +4,049 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| – | -$263K | -4,589 | Closed |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$1.49K | -26 | Closed |
|
SRHR Hedge Fund Activity: Q1 2025 in Review
3 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in SRH REIT Covered Call ETF (SRHR) for Q1 2025, worth a combined $50.3M — down 1.5% from $51.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SRHR and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $231K. The largest seller was Citadel Advisors, exiting entirely with an estimated $263K sold.
- 3 institutional investors held SRH REIT Covered Call ETF (SRHR) as of Q1 2025, down from 4 in Q4 2024.
- Funds reported $50.3M of SRH REIT Covered Call ETF stock for Q1 2025, down 1.5% quarter-over-quarter.
- 1 fund opened new SRH REIT Covered Call ETF positions in Q1 2025 and 2 closed out, a net change of -1 holder.
- The largest SRH REIT Covered Call ETF buyer in Q1 2025 was NewEdge Advisors, an estimated $231K added.
- The largest SRH REIT Covered Call ETF seller in Q1 2025 was Citadel Advisors, an estimated $263K sold.
Based on aggregated 13F filings for Q1 2025.