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Global X SuperDividend US ETF

96 hedge funds and large institutions have $138M invested in Global X SuperDividend US ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

19% more funds holding

Funds holding: 8196 (+15)

10% more capital invested

Capital invested by funds: $125M → $138M (+$13M)

0.55% more ownership

Funds ownership: 19.34%19.89% (+0.55%)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
36
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$891K -$137K -6,875 -13%
WS
27
Wedbush Securities
California
$876K +$65.1K +3,262 +8%
TCM
28
Triumph Capital Management
Colorado
$854K +$862K +43,179 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$800K +$799K +40,033 New
PI
30
PFS Investments
Georgia
$763K -$3.15M -157,902 -80%
VC
31
Vicus Capital
Pennsylvania
$720K -$21.4K -1,072 -3%
Osaic Holdings
32
Osaic Holdings
Arizona
$656K +$36.9K +1,850 +6%
AWS
33
Arkfeld Wealth Strategies
Nebraska
$627K
FFA
34
Founders Financial Alliance
North Carolina
$576K +$8.92K +447 +2%
RJA
35
Raymond James & Associates
Florida
$559K +$79K +3,957 +16%
Truist Financial
36
Truist Financial
North Carolina
$517K +$16.6K +833 +3%
Jane Street
37
Jane Street
New York
$509K +$509K +25,484 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$507K +$18.1K +906 +4%
Stifel Financial
39
Stifel Financial
Missouri
$485K -$91K -4,558 -16%
CF
40
Centaurus Financial
California
$466K +$44.3K +2,219 +11%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$392K +$44.4K +2,222 +13%
PG
42
Patten Group
Tennessee
$373K +$20.4K +1,020 +6%
PWM
43
PRW Wealth Management
Massachusetts
$373K +$373K +18,660 New
BW
44
Bison Wealth
Georgia
$352K +$80.3K +4,021 +30%
JP Morgan Chase
45
JP Morgan Chase
New York
$330K +$231K +11,552 +232%
BRWA
46
B. Riley Wealth Advisors
Florida
$312K +$311K +15,568 New
NA
47
NewEdge Advisors
Louisiana
$294K -$58.7K -2,942 -17%
CM
48
Cornerstone Management
Georgia
$289K
Creative Planning
49
Creative Planning
Kansas
$282K +$25.2K +1,263 +10%
PMFA
50
Plante Moran Financial Advisors
Michigan
$280K +$280K +14,000 New

DIV Hedge Fund Activity: Q2 2021 in Review

96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2021, worth a combined $138M — up 10% from $125M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DIV positions and 11 closed out — a net gain of 15 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $6.73M. The largest seller was QS Investors, exiting entirely with an estimated $8.13M sold.

  • 96 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2021, up from 81 in Q1 2021.
  • Funds reported $138M of Global X SuperDividend US ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 26 funds opened new Global X SuperDividend US ETF positions in Q2 2021 and 11 closed out, a net change of +15 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2021 was Bank of Montreal, an estimated $6.73M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2021 was QS Investors, an estimated $8.13M sold.

Based on aggregated 13F filings for Q2 2021.