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Global X SuperDividend US ETF

103 hedge funds and large institutions have $138M invested in Global X SuperDividend US ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

0.01% more ownership

Funds ownership: 22.6%22.61% (+0.01%)

7% less funds holding

Funds holding: 111103 (-8)

10% less capital invested

Capital invested by funds: $154M → $138M (-$15.5M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $566K

Holders
103
Holders Change
-8
Holders Change %
-7.21%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
34
Closed
18
Calls
$70K
Puts
$566K
Net Calls
-$496K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RFG Advisory
Alabama
$770K +$34.9K +1,890 +4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$758K +$124K +6,747 +18%
1WM
28
1900 Wealth Management
Texas
$663K +$28.4K +1,538 +4%
SC
29
Scotia Capital
Ontario, Canada
$649K
TRCT
30
Tower Research Capital (TRC)
New York
$647K +$683K +37,055 +926,375%
PG
31
Patten Group
Tennessee
$636K +$26.6K +1,443 +4%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$630K -$710K -38,479 -52%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$612K +$80.3K +4,353 +14%
CRWM
34
Castle Rock Wealth Management
California
$570K +$10.2K +554 +2%
FFA
35
Founders Financial Alliance
North Carolina
$569K +$29.7K +1,611 +5%
JP Morgan Chase
36
JP Morgan Chase
New York
$507K +$28.1K +1,523 +6%
JPLA
37
Joseph P. Lucia & Associates
New York
$470K -$25.8K -1,400 -5%
GRP
38
Global Retirement Partners
California
$408K +$246K +13,351 +118%
AAS
39
Avantax Advisory Services
Texas
$358K +$12.4K +672 +3%
CWM
40
C2C Wealth Management
Arizona
$350K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$330K +$173K +9,396 +99%
Truist Financial
42
Truist Financial
North Carolina
$327K -$41.4K -2,247 -11%
CG
43
Clarus Group
Texas
$318K -$1.25K -68 -0.4%
FIA
44
Foundations Investment Advisors
Arizona
$308K -$27.4K -1,488 -8%
Financial Engines Advisors
45
Financial Engines Advisors
California
$308K
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$306K -$273K -14,790 -46%
TFA
47
Teamwork Financial Advisors
Texas
$306K +$9.33K +506 +3%
AWS
48
Atria Wealth Solutions
New York
$298K -$218K -11,810 -41%
ES
49
Eagle Strategies
New York
$275K +$6.86K +372 +2%
Stifel Financial
50
Stifel Financial
Missouri
$273K -$166K -8,993 -37%

DIV Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2023, worth a combined $138M — down 10% from $154M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of DIV and 12 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 42 added.

The largest buyer was LPL Financial, adding an estimated $5.88M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $4.16M sold.

  • 103 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $138M of Global X SuperDividend US ETF stock for Q1 2023, down 10% quarter-over-quarter.
  • 12 funds opened new Global X SuperDividend US ETF positions in Q1 2023 and 18 closed out, a net change of -6 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2023 was LPL Financial, an estimated $5.88M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2023 was Janney Montgomery Scott, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2023.