Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (SRET)

39 + Investors. Track Smart Money conviction in SRET. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — SRET

Based on 39 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SRET than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
39 hedge funds hold SRET right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

22 buying12 selling
Last quarter: 22 funds were net buyers (8 opened a brand new position + 14 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 26% medium ■ 15% new
23 out of 39 hedge funds have held SRET for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

7 → 4 → 7 → 6 → 8 new funds/Q
New funds entering each quarter: 4 → 7 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 41 holders: 28 (68%) are 2+ year veterans, 4 entered 1–2 years ago, and 9 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
10 of 38 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in SRET. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SRET

In 2026 Q1, 22 hedge funds were net buyers of SRET (8 opened a new position, 14 added to an existing one), while 12 reduced or exited (8 trimmed, 4 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 63% of total institutional value in SRET is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: SRET

How many hedge funds hold SRET — quarterly history vs. share price
Quarterly hedge fund ownership of SRET vs. share price

Market Analysis: SRET

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRET

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Global X Fds (SRET) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SRET has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
SRET
+5.8%
SPY
+14.1%

SRET outperformed SPY by -8.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SRET
+1.8%
SPY
+0.3%

Since the filing became public, SRET outperformed SPY by +1.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: SRET
39 + Investors

Track Smart Money conviction in SRET. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 39 35 11.43%
13F Shares 2M 2M 7.52%
Total Value $44M $42M 4.05%
New Positions 8 6 +2
Increased Positions 13 12 +1
Closed Positions 4 6 -2
Reduced Positions 8 8 -
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SRET

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

39 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRET. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SRET holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Investors Research Corp 0.09% 21,301 $452K
2 Advyzon Investment Management, LLC 0.05% 24,456 $518K
3 Sigma Planning Corp 0.03% 50,709 $1.1M
4 SBI Securities Co., Ltd. 0.03% 47,539 $1.0M
5 Stratos Wealth Partners, LTD. 0.01% 49,704 $1.1M
6 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% 407,423 $8.6M
7 Gill Capital Partners, LLC 0.01% 1,766 $37K
8 Crews Bank & Trust 0.01% 3,180 $67K
9 Founders Financial Alliance, LLC 0.01% 2,206 $47K
10 Synergy Investment Management, LLC 0.00% 600 $13K
11 Stance Capital LLC 0.00% 374 $8K
12 D.A. Davidson & CO. 0.00% 23,708 $503K
13 LPL Financial LLC 0.00% 505,567 $10.7M
14 Triumph Capital Management 0.00% 500 $11K
15 Wealth Enhancement Advisory Services, LLC 0.00% 48,829 $1.0M
16 Osaic Holdings, INC. 0.00% 29,487 $625K
17 Mml Investors Services, LLC 0.00% 12,369 $262K
18 Citadel Advisors LLC 0.00% 204,575 $4.3M
19 Bank of America Corp /de/ 0.00% 382,617 $8.1M
20 Huntington National Bank 0.00% 4,750 $101K
21 Western Wealth Management, LLC 0.00% 600 $13K
22 Noble Wealth Management PBC 0.00% 25 —
23 HighTower Advisors, LLC 0.00% 9,889 $210K
24 Sei Investments Co 0.00% 10,273 $218K
25 Morgan Stanley 0.00% 99,702 $2.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Global X Fds (SRET)

What does the Smart Money Trend signal show for SRET?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SRET than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SRET?

More buyers than sellers — 65% buying: Last quarter: 22 funds were net buyers (8 opened a brand new position + 14 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SRET holders?

Elite ownership — 63% AUM from top-100 funds: 10 of 38 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in SRET. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SRET?

59% of holders stayed for 2+ years: 23 out of 39 hedge funds have held SRET for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Global X Fds (SRET) following the 2026 Q1 hedge fund 13F filings?

As of today, SRET has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.5%. Since the quarter end (March 31, 2026), SRET has gained +5.8% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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