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Global X SuperDividend US ETF

104 hedge funds and large institutions have $144M invested in Global X SuperDividend US ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 102104 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

81% less capital invested

Capital invested by funds: $775M → $144M (-$630M)

89.12% less ownership

Funds ownership: 109.61%20.49% (-89%)

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
49
Reduced
25
Closed
12
Calls
$395K
Puts
Net Calls
+$395K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Triumph Capital Management
Colorado
$851K +$18.7K +912 +2%
Stifel Financial
27
Stifel Financial
Missouri
$768K +$340K +16,596 +72%
MHS
28
M Holdings Securities
Oregon
$763K -$471K -22,971 -37%
SC
29
Scotia Capital
Ontario, Canada
$760K -$2.89M -141,091 -78%
Goldman Sachs
30
Goldman Sachs
New York
$754K +$523K +25,534 +193%
NRI
31
NFP Retirement Inc
California
$681K -$230K -11,208 -24%
CRWM
32
Castle Rock Wealth Management
California
$641K +$12.7K +619 +2%
PG
33
Patten Group
Tennessee
$637K +$29.7K +1,452 +5%
AWS
34
Atria Wealth Solutions
New York
$634K +$129K +6,305 +24%
JWCA
35
J.W. Cole Advisors
Florida
$620K -$673K -32,854 -51%
AWS
36
Arkfeld Wealth Strategies
Nebraska
$615K
FFA
37
Founders Financial Alliance
North Carolina
$611K +$30.3K +1,478 +5%
JPLA
38
Joseph P. Lucia & Associates
New York
$599K -$26.2K -1,280 -4%
1WM
39
1900 Wealth Management
Texas
$583K +$239K +11,676 +64%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$578K +$10.1K +493 +2%
RA
41
RFG Advisory
Alabama
$557K +$149K +7,276 +36%
DAS
42
Dynamic Advisor Solutions
Arizona
$548K +$577K +28,154 New
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$530K +$558K +27,226 New
Financial Engines Advisors
44
Financial Engines Advisors
California
$483K -$697 -34 -0.1%
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$483K +$509K +24,851 New
CWM
46
C2C Wealth Management
Arizona
$433K
BW
47
Bison Wealth
Georgia
$423K +$13.3K +648 +3%
CG
48
Clarus Group
Texas
$411K -$61 -3 -0%
JP Morgan Chase
49
JP Morgan Chase
New York
$388K -$30.9K -1,508 -7%
AAS
50
Avantax Advisory Services
Texas
$352K +$63.9K +3,117 +21%

DIV Hedge Fund Activity: Q2 2022 in Review

104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2022, worth a combined $144M — down 81% from $775M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DIV positions and 12 closed out — a net gain of 2 holders — while 49 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $8M. The largest seller was Stonegate Investment Group, exiting entirely with an estimated $625M sold.

  • 104 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2022, up from 102 in Q1 2022.
  • Funds reported $144M of Global X SuperDividend US ETF stock for Q2 2022, down 81% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend US ETF positions in Q2 2022 and 12 closed out, a net change of +2 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2022 was LPL Financial, an estimated $8M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2022 was Stonegate Investment Group, an estimated $625M sold.

Based on aggregated 13F filings for Q2 2022.