SRH REIT Covered Call ETF
SRHR
5 hedge funds and large institutions have $48.4M invested in SRH REIT Covered Call ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.08% less ownership
Funds ownership: 98.77% → 98.69% (-0.08%)
4% less capital invested
Capital invested by funds: $50.3M → $48.4M (-$1.84M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$46.8K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.96K |
| 3 |
SA
SRH Advisors
Salina,
Kansas
|
+$2.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$96.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
SRH Advisors
Salina,
Kansas
| $47.9M | +$2.6K | +48 | +0% |
|
|
NA
2
NewEdge Advisors
New Orleans,
Louisiana
| $268K | +$46.8K | +863 | +21% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $267K | -$96.3K | -1,775 | -27% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | +$5.96K | +110 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $2.45K | +$2.44K | +45 | New |
|
SRHR Hedge Fund Activity: Q2 2025 in Review
5 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in SRH REIT Covered Call ETF (SRHR) for Q2 2025, worth a combined $48.4M — down 3.7% from $50.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SRHR positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $46.8K. The largest seller was Janney Montgomery Scott, cutting an estimated $96.3K.
- 5 institutional investors held SRH REIT Covered Call ETF (SRHR) as of Q2 2025, up from 3 in Q1 2025.
- Funds reported $48.4M of SRH REIT Covered Call ETF stock for Q2 2025, down 3.7% quarter-over-quarter.
- 2 funds opened new SRH REIT Covered Call ETF positions in Q2 2025 and 0 closed out, a net change of +2 holders.
- The largest SRH REIT Covered Call ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $46.8K added.
- The largest SRH REIT Covered Call ETF seller in Q2 2025 was Janney Montgomery Scott, an estimated $96.3K sold.
Based on aggregated 13F filings for Q2 2025.