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Global X SuperDividend US ETF

122 hedge funds and large institutions have $167M invested in Global X SuperDividend US ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

12% more funds holding

Funds holding: 109122 (+13)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

3.66% less ownership

Funds ownership: 29.94%26.28% (-3.7%)

29% less capital invested

Capital invested by funds: $235M → $167M (-$68.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
34
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Apollon Wealth Management
South Carolina
$611K -$29.3K -1,579 -4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$543K -$6.65K -358 -1%
TCM
28
Triumph Capital Management
Colorado
$532K -$223 -12 -0%
KWM
29
Kingsview Wealth Management
Oregon
$522K +$538K +28,937 New
GRP
30
Global Retirement Partners
California
$516K -$26.6K -1,432 -5%
NAM
31
NTV Asset Management
West Virginia
$504K -$186K -10,000 -26%
Mariner
32
Mariner
Kansas
$497K -$32.5K -1,751 -6%
AIM
33
Advyzon Investment Management
Illinois
$458K +$472K +25,418 New
SPIA
34
Steward Partners Investment Advisory
New York
$454K +$31.5K +1,696 +7%
GLA
35
Good Life Advisors
Pennsylvania
$445K -$447K -24,045 -49%
FFA
36
Farther Finance Advisors
California
$433K +$51.6K +2,776 +13%
ES
37
Eagle Strategies
New York
$416K +$24.1K +1,297 +6%
Q1WB
38
Quest 10 Wealth Builders
Virginia
$406K +$419K +22,531 New
CJ
39
Caitlin John
Michigan
$398K +$1.88K +101 +0.5%
Truist Financial
40
Truist Financial
North Carolina
$386K -$97.7K -5,254 -20%
RA
41
RFG Advisory
Alabama
$385K -$94.3K -5,076 -19%
AWA
42
Authentikos Wealth Advisory
California
$366K -$126K -6,776 -25%
FIA
43
Foundations Investment Advisors
Arizona
$366K -$13.7K -739 -4%
CWM
44
C2C Wealth Management
Arizona
$343K
JPLA
45
Joseph P. Lucia & Associates
New York
$340K -$29.7K -1,600 -8%
AAS
46
Avantax Advisory Services
Texas
$340K -$131K -7,065 -27%
Stifel Financial
47
Stifel Financial
Missouri
$329K +$9.42K +507 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$324K +$10.3K +554 +3%
WAS
49
Wealth Advisory Solutions
Indiana
$314K +$2.79K +150 +0.9%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$294K +$4.09K +220 +1%

DIV Hedge Fund Activity: Q4 2024 in Review

122 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2024, worth a combined $167M — down 29% from $235M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIV positions and 12 closed out — a net gain of 15 holders — while 34 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.71M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $65.7M sold.

  • 122 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2024, up from 109 in Q3 2024.
  • Funds reported $167M of Global X SuperDividend US ETF stock for Q4 2024, down 29% quarter-over-quarter.
  • 27 funds opened new Global X SuperDividend US ETF positions in Q4 2024 and 12 closed out, a net change of +15 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2024 was Morgan Stanley, an estimated $2.71M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2024 was Evergreen Capital Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q4 2024.