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Global X SuperDividend US ETF

110 hedge funds and large institutions have $155M invested in Global X SuperDividend US ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

7% more capital invested

Capital invested by funds: $145M → $155M (+$9.77M)

5% more funds holding

Funds holding: 105110 (+5)

1.97% more ownership

Funds ownership: 24.02%25.99% (+2%)

71% less call options, than puts

Call options by funds: $50K | Put options by funds: $172K

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
41
Reduced
29
Closed
13
Calls
$50K
Puts
$172K
Net Calls
-$122K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Scotia Capital
Ontario, Canada
$621K +$13.6K +809 +2%
JP Morgan Chase
27
JP Morgan Chase
New York
$563K +$25.3K +1,506 +5%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$559K -$6.85K -408 -1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$529K -$66.7K -3,977 -11%
CRWM
30
Castle Rock Wealth Management
California
$529K +$4.04K +241 +0.7%
AWA
31
Arete Wealth Advisors
Illinois
$517K -$248K -14,759 -32%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$515K -$66.4K -3,957 -11%
FIA
33
Foundations Investment Advisors
Arizona
$496K +$60.3K +3,595 +13%
FFA
34
Founders Financial Alliance
North Carolina
$494K -$58.8K -3,504 -10%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$482K +$209K +12,453 +72%
AAS
36
Avantax Advisory Services
Texas
$469K +$119K +7,110 +33%
AWA
37
Authentikos Wealth Advisory
California
$467K +$84 +5 +0%
PG
38
Patten Group
Tennessee
$466K -$69K -4,112 -12%
GRP
39
Global Retirement Partners
California
$440K +$7.77K +463 +2%
JPLA
40
Joseph P. Lucia & Associates
New York
$425K -$10.8K -645 -2%
MHS
41
M Holdings Securities
Oregon
$420K +$435K +25,914 New
TFA
42
Teamwork Financial Advisors
Texas
$336K +$18.7K +1,112 +6%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$327K
CWM
44
C2C Wealth Management
Arizona
$317K
Truist Financial
45
Truist Financial
North Carolina
$297K +$5.44K +324 +2%
Stifel Financial
46
Stifel Financial
Missouri
$277K -$10K -598 -3%
ES
47
Eagle Strategies
New York
$274K +$37K +2,203 +15%
DADC
48
D.A. Davidson & Co
Montana
$274K -$21K -1,250 -7%
AWAG
49
ARS Wealth Advisors Group
Florida
$267K +$277K +16,495 New
BRWA
50
B. Riley Wealth Advisors
Florida
$261K +$270K +16,108 New

DIV Hedge Fund Activity: Q3 2023 in Review

110 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2023, worth a combined $155M — up 6.7% from $145M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DIV positions and 13 closed out — a net gain of 6 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Fukoku Mutual Life Insurance, adding an estimated $10.4M. The largest seller was RFG Advisory, exiting entirely with an estimated $820K sold.

  • 110 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2023, up from 105 in Q2 2023.
  • Funds reported $155M of Global X SuperDividend US ETF stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 19 funds opened new Global X SuperDividend US ETF positions in Q3 2023 and 13 closed out, a net change of +6 holders.
  • The largest Global X SuperDividend US ETF buyer in Q3 2023 was Fukoku Mutual Life Insurance, an estimated $10.4M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2023 was RFG Advisory, an estimated $820K sold.

Based on aggregated 13F filings for Q3 2023.