Global X Fds (SRET) Hedge Fund Ownership (Q2 2026)

Global X Fds (SRET)

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

Smart Money Signals — SRET

Based on 43 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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

43 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.

🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 61% buying

23 buying15 selling

Last quarter: 23 funds were net buyers (11 opened a brand new position + 12 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 6 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 26% medium ■ 19% new

24 out of 43 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.

📈

Growing discovery — still being found

5 → 7 → 6 → 8 → 11 new funds/Q

New funds entering each quarter: 7 → 6 → 8 → 11. A growing number of institutions are discovering SRET each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 14% 1-2yr ■ 23% new

Entry-cohort mix of 43 holders: 27 (63%) are 2+ year veterans, 6 entered 1–2 years ago, and 10 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

8 of 42 holders are among the 100 largest funds by AUM, controlling 65% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	42	39	7.69%
13F Shares	2M	2M	4.18%
Total Value	$48M	$44M	9.71%
New Positions	11	8	+3
Increased Positions	12	13	-1
Closed Positions	7	5	+2
Reduced Positions	8	8	-
Total Calls	0	1	-100.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

7.69%

13F Shares

4.18%

Total Value

$48M

$44M

9.71%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

Total Calls

-100.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

42 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SRET holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Investors Research Corp	0.08%	20,631	$468K
2	Sykon Capital LLC	0.06%	9,206	$209K
3	Advyzon Investment Management, LLC	0.04%	23,585	$535K
4	SBI Securities Co., Ltd.	0.02%	47,946	$1.1M
5	Regatta Research & Money Management	0.01%	561	$13K
6	Stratos Wealth Partners, LTD.	0.01%	49,451	$1.1M
7	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0.01%	416,828	$9.4M
8	Gill Capital Partners, LLC	0.01%	1,766	$40K
9	Crews Bank & Trust	0.01%	3,180	$72K
10	Founders Financial Alliance, LLC	0.01%	2,138	$48K
11	Global Retirement Partners, LLC	0.01%	17,678	$401K
12	Synergy Investment Management, LLC	0.00%	600	$14K
13	LPL Financial LLC	0.00%	544,833	$12.4M
14	Triumph Capital Management	0.00%	500	$11K
15	Wealth Enhancement Advisory Services, LLC	0.00%	48,028	$1.1M
16	Bank of America Corp /de/	0.00%	659,462	$14.9M
17	Osaic Holdings, INC.	0.00%	29,818	$676K
18	Mml Investors Services, LLC	0.00%	16,445	$373K
19	LifeSteps Financial, Inc.	0.00%	66	$1K
20	Huntington National Bank	0.00%	4,750	$108K
21	SHP Wealth Management	0.00%	228	$5K
22	Sei Investments Co	0.00%	13,746	$312K
23	Noble Wealth Management PBC	0.00%	25	—
24	HighTower Advisors, LLC	0.00%	9,889	$224K
25	Citadel Advisors LLC	0.00%	61,707	$1.4M

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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 61% buying: Last quarter: 23 funds were net buyers (11 opened a brand new position + 12 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SRET holders?

Elite ownership — 65% AUM from top-100 funds: 8 of 42 holders are among the 100 largest funds by AUM, controlling 65% 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?

56% of holders stayed for 2+ years: 24 out of 43 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.

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.

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Global X Fds (SRET)

Smart Money Signals — SRET

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~11 new funds per quarter

56% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 63% veterans vs 23% newcomers

Elite ownership — 65% AUM from top-100 funds

Institutional Sentiment Summary — SRET

Hedge Fund Ownership: SRET

Market Analysis: SRET

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SRET

Hedge Fund Positioning: SRET

Statistics: SRET

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Global X Fds (SRET)

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