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Global X SuperDividend US ETF

121 hedge funds and large institutions have $156M invested in Global X SuperDividend US ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $83K | Put options by funds: $40K

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 117121 (+4)

6.04% less ownership

Funds ownership: 31.08%25.04% (-6%)

17% less capital invested

Capital invested by funds: $188M → $156M (-$32.2M)

43% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
29
Reduced
51
Closed
11
Calls
$83K
Puts
$40K
Net Calls
+$43K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$870K +$31.5K +1,856 +4%
JP Morgan Chase
27
JP Morgan Chase
New York
$775K -$119 -7 -0%
UBS Group
28
UBS Group
Switzerland
$732K -$51.4K -3,033 -7%
Osaic Holdings
29
Osaic Holdings
Arizona
$701K -$35.1K -2,070 -5%
CAN
30
Cetera Advisor Networks
California
$684K -$25.2K -1,488 -4%
AAS
31
Avantax Advisory Services
Texas
$635K -$560 -33 -0.1%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$609K -$18.3K -1,081 -3%
GRP
33
Global Retirement Partners
California
$509K +$4.85K +286 +1%
Mariner
34
Mariner
Kansas
$499K +$57.6K +3,400 +13%
Truist Financial
35
Truist Financial
North Carolina
$468K +$25.2K +1,488 +6%
AWA
36
Authentikos Wealth Advisory
California
$440K -$1.12K -66 -0.3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$419K -$56.4K -3,324 -12%
GLA
38
Good Life Advisors
Pennsylvania
$418K +$136K +8,003 +50%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$407K +$57.6K +3,396 +17%
JPLA
40
Joseph P. Lucia & Associates
New York
$401K -$10.9K -645 -3%
CJ
41
Caitlin John
Michigan
$381K +$19.9K +1,174 +6%
SPIS
42
Steward Partners Investment Solutions
Oregon
$376K -$2.19K -129 -0.6%
FIA
43
Foundations Investment Advisors
Arizona
$369K -$2.95K -174 -0.8%
PAG
44
Private Advisor Group
New Jersey
$367K -$1.34K -79 -0.4%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$351K
CWM
46
C2C Wealth Management
Arizona
$348K
TFA
47
Teamwork Financial Advisors
Texas
$339K +$17 +1 +0%
PG
48
Patten Group
Tennessee
$323K -$30.7K -1,810 -9%
CRWM
49
Castle Rock Wealth Management
California
$313K +$6.9K +407 +2%
Stifel Financial
50
Stifel Financial
Missouri
$297K +$35.4K +2,089 +14%

DIV Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2024, worth a combined $156M — down 17% from $188M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DIV positions and 11 closed out — a net gain of 4 holders — while 29 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.47M. The largest seller was Morgan Stanley, cutting an estimated $26.2M.

  • 121 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2024, up from 117 in Q4 2023.
  • Funds reported $156M of Global X SuperDividend US ETF stock for Q1 2024, down 17% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend US ETF positions in Q1 2024 and 11 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2024 was Wells Fargo, an estimated $5.47M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2024 was Morgan Stanley, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2024.