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Global X SuperDividend US ETF

105 hedge funds and large institutions have $145M invested in Global X SuperDividend US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $264K | Put options by funds: $82K

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $138M → $145M (+$6.96M)

2% more funds holding

Funds holding: 103105 (+2)

1.41% more ownership

Funds ownership: 22.61%24.02% (+1.4%)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
30
Reduced
35
Closed
18
Calls
$264K
Puts
$82K
Net Calls
+$182K
Net Calls Change
+$678K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$698K -$229K -13,624 -25%
Jane Street
27
Jane Street
New York
$639K +$643K +38,287 New
SC
28
Scotia Capital
Ontario, Canada
$626K +$5.06K +301 +0.8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$612K -$228K -13,596 -27%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$597K -$129K -7,659 -18%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$584K -$1.8K -107 -0.3%
FFA
32
Founders Financial Alliance
North Carolina
$568K +$23.9K +1,425 +4%
CRWM
33
Castle Rock Wealth Management
California
$561K -$16.8K -1,002 -3%
JP Morgan Chase
34
JP Morgan Chase
New York
$556K +$70.9K +4,221 +15%
PG
35
Patten Group
Tennessee
$550K -$59.6K -3,546 -10%
Mariner
36
Mariner
Kansas
$516K +$339K +20,189 +189%
AWA
37
Authentikos Wealth Advisory
California
$481K +$484K +28,817 New
GRP
38
Global Retirement Partners
California
$466K +$54.7K +3,253 +13%
FIA
39
Foundations Investment Advisors
Arizona
$452K +$158K +9,382 +53%
JPLA
40
Joseph P. Lucia & Associates
New York
$449K -$1.51K -90 -0.3%
AAS
41
Avantax Advisory Services
Texas
$365K +$22.1K +1,316 +6%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$337K +$20.9K +1,244 +7%
CWM
43
C2C Wealth Management
Arizona
$337K
TFA
44
Teamwork Financial Advisors
Texas
$328K +$35.8K +2,131 +12%
DADC
45
D.A. Davidson & Co
Montana
$303K -$1.03M -61,210 -77%
Truist Financial
46
Truist Financial
North Carolina
$301K -$12.8K -760 -4%
Stifel Financial
47
Stifel Financial
Missouri
$296K +$35.3K +2,101 +13%
Financial Engines Advisors
48
Financial Engines Advisors
California
$294K
PIWA
49
Prevail Innovative Wealth Advisors
Kansas
$289K +$291K +17,295 New
1WM
50
1900 Wealth Management
Texas
$280K -$356K -21,165 -56%

DIV Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2023, worth a combined $145M — up 5% from $138M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIV positions and 18 closed out — a net gain of 2 holders — while 30 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.4M. The largest seller was Envestnet Asset Management, cutting an estimated $4.04M.

  • 105 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2023, up from 103 in Q1 2023.
  • Funds reported $145M of Global X SuperDividend US ETF stock for Q2 2023, up 5% quarter-over-quarter.
  • 20 funds opened new Global X SuperDividend US ETF positions in Q2 2023 and 18 closed out, a net change of +2 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2023 was Morgan Stanley, an estimated $8.4M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2023.