We are live on ! Find out more
DIV icon

Global X SuperDividend US ETF
DIV

75 hedge funds and large institutions have $199M invested in Global X SuperDividend US ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

14% more funds holding

Funds holding: 66 → 75 (+9)

4% more capital invested

Capital invested by funds: $192M → $199M (+$6.74M)

1.92% less ownership

Funds ownership: 36.42% → 34.5% (-1.9%)

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
21
Closed
6
Calls
$117K
Puts
–
Net Calls
+$117K
Net Calls Change
+$117K

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$4.05M
2
SS
Simplicity Solutions
Minnesota
+$3.67M
3
Truist Financial
Truist Financial
North Carolina
+$1.76M
4
PI
PFS Investments
Georgia
+$1.35M
5
Morgan Stanley
Morgan Stanley
New York
+$971K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.44M
2
QI
QS Investors
New York
-$3.85M
3
FIM
Freedom Investment Management
Connecticut
-$2.33M
4
UBS Group
UBS Group
Switzerland
-$500K
5
HighTower Advisors
HighTower Advisors
Illinois
-$452K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RFG Advisory
Alabama
$831K -$74.9K -3,200 -8%
WS
27
Wedbush Securities
California
$769K +$23.4K +1,000 +3%
RJA
28
Raymond James & Associates
Florida
$748K +$109K +4,671 +17%
AWS
29
Arkfeld Wealth Strategies
Nebraska
$660K +$655K +28,011 New
AG
30
Advisor Group
Arizona
$644K +$41.7K +1,784 +7%
Creative Planning
31
Creative Planning
Kansas
$640K +$142K +6,070 +29%
SWP
32
Stratos Wealth Partners
Ohio
$621K +$259K +11,051 +73%
VC
33
Vicus Capital
Pennsylvania
$525K +$17.5K +747 +3%
AWS
34
AJ Wealth Strategies
New York
$424K – – –
SFPG
35
Stonebridge Financial Planning Group
Florida
$415K +$409K +17,500 New
Citadel Advisors
36
Citadel Advisors
Florida
$413K +$408K +17,423 New
Renaissance Technologies
37
Renaissance Technologies
New York
$384K +$379K +16,187 New
MML Investors Services
38
MML Investors Services
Massachusetts
$346K -$118K -5,064 -26%
FAAS
39
First Allied Advisory Services
California
$342K +$18.3K +783 +6%
GWM
40
Geneos Wealth Management
Colorado
$287K -$3.42K -146 -1%
NRI
41
NFP Retirement Inc
California
$273K +$270K +11,540 New
TFA
42
Tobias Financial Advisors
Florida
$259K +$256K +10,929 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$254K -$37.1K -1,584 -13%
SPC
44
Sigma Planning Corp
Michigan
$250K +$38.7K +1,653 +19%
Citigroup
45
Citigroup
New York
$237K – – –
PFS
46
Prospera Financial Services
Texas
$231K -$84.4K -3,605 -27%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$219K +$398 +17 +0.2%
MA
48
MONECO Advisors
Connecticut
$211K +$206K +8,824 New
CM
49
Cornerstone Management
Georgia
$209K – – –
BAM
50
Belpointe Asset Management
Nevada
$185K -$2.34K -100 -1%
1
2
3 4

DIV Hedge Fund Activity: Q4 2019 in Review

75 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2019, worth a combined $199M — up 3.5% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DIV positions and 6 closed out — a net gain of 11 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $4.05M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $6.44M.

  • 75 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2019, up from 66 in Q3 2019.
  • Funds reported $199M of Global X SuperDividend US ETF stock for Q4 2019, up 3.5% quarter-over-quarter.
  • 17 funds opened new Global X SuperDividend US ETF positions in Q4 2019 and 6 closed out, a net change of +11 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2019 was AE Wealth Management, an estimated $4.05M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2019 was Cambridge Investment Research Advisors, an estimated $6.44M sold.

Based on aggregated 13F filings for Q4 2019.