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Global X SuperDividend US ETF

117 hedge funds and large institutions have $188M invested in Global X SuperDividend US ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $110K | Put options by funds: $62K

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

22% more capital invested

Capital invested by funds: $155M → $188M (+$33.8M)

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

6% more funds holding

Funds holding: 110117 (+7)

5.09% more ownership

Funds ownership: 25.99%31.08% (+5.1%)

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
41
Reduced
34
Closed
15
Calls
$110K
Puts
$62K
Net Calls
+$48K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
26
Prevail Innovative Wealth Advisors
Kansas
$772K +$248K +15,212 +51%
JP Morgan Chase
27
JP Morgan Chase
New York
$766K +$159K +9,796 +28%
Jane Street
28
Jane Street
New York
$751K +$712K +43,735 New
Osaic Holdings
29
Osaic Holdings
Arizona
$728K -$507K -31,162 -42%
CAN
30
Cetera Advisor Networks
California
$701K -$205K -12,602 -24%
SC
31
Scotia Capital
Ontario, Canada
$660K +$1.14K +70 +0.2%
Citadel Advisors
32
Citadel Advisors
Florida
$628K +$443K +27,191 +290%
AAS
33
Avantax Advisory Services
Texas
$628K +$124K +7,624 +26%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$620K +$25.1K +1,544 +4%
GRP
35
Global Retirement Partners
California
$493K +$10.6K +650 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$471K -$85.2K -5,232 -16%
Truist Financial
37
Truist Financial
North Carolina
$437K +$116K +7,116 +39%
AWA
38
Authentikos Wealth Advisory
California
$436K -$56.1K -3,449 -12%
Mariner
39
Mariner
Kansas
$434K +$237K +14,571 +136%
JPLA
40
Joseph P. Lucia & Associates
New York
$408K -$40.8K -2,505 -10%
FTUS
41
Flow Traders U.S.
New York
$405K +$383K +23,555 New
MHS
42
M Holdings Securities
Oregon
$390K -$52.2K -3,210 -12%
SPIS
43
Steward Partners Investment Solutions
Oregon
$374K +$354K +21,765 New
FIA
44
Foundations Investment Advisors
Arizona
$366K -$150K -9,239 -30%
PAG
45
Private Advisor Group
New Jersey
$364K +$135K +8,282 +64%
TRCT
46
Tower Research Capital (TRC)
New York
$362K +$213K +13,057 +162%
CJ
47
Caitlin John
Michigan
$358K +$337K +20,729 New
PG
48
Patten Group
Tennessee
$350K -$137K -8,420 -29%
CWM
49
C2C Wealth Management
Arizona
$346K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$346K

DIV Hedge Fund Activity: Q4 2023 in Review

117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2023, worth a combined $188M — up 22% from $155M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DIV positions and 15 closed out — a net gain of 8 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was LPL Financial, cutting an estimated $6.21M.

  • 117 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $188M of Global X SuperDividend US ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 23 funds opened new Global X SuperDividend US ETF positions in Q4 2023 and 15 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2023 was LPL Financial, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2023.