We are live on ! Find out more
DIV icon

Global X SuperDividend US ETF
DIV

81 hedge funds and large institutions have $125M invested in Global X SuperDividend US ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

11% more funds holding

Funds holding: 73 → 81 (+8)

9% more capital invested

Capital invested by funds: $114M → $125M (+$10.4M)

4.13% less ownership

Funds ownership: 23.46% → 19.34% (-4.1%)

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
29
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$7.58M
2
Bank of America
Bank of America
North Carolina
+$4.05M
3
PI
PFS Investments
Georgia
+$3.6M
4
Morgan Stanley
Morgan Stanley
New York
+$2.93M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$15.5M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.28M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.05M
4
QI
QS Investors
New York
-$1.72M
5
AWM
AE Wealth Management
Kansas
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Next Financial Group
Texas
$131K +$58K +3,162 +88%
IA
52
IFP Advisors
Florida
$115K +$67.4K +3,673 +162%
JP Morgan Chase
53
JP Morgan Chase
New York
$97K +$78.3K +4,266 +591%
GWMIA
54
Global Wealth Management Investment Advisory
Florida
$86K -$19.7K -1,071 -19%
MA
55
MUFG Americas
New York
$62K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$59K – – –
SFSIG
57
San Francisco Sentry Investment Group
California
$57K – – –
SWM
58
Spire Wealth Management
Virginia
$50K +$66.1K +3,600 New
AIC
59
Ameritas Investment Company
Nebraska
$43K +$40.7K +2,220 New
AIM
60
Anchor Investment Management
South Carolina
$33.1K -$9.18K -500 -23%
Citigroup
61
Citigroup
New York
$25K +$5.05K +275 +27%
LAS
62
Lloyd Advisory Services
Georgia
$23K -$7.69K -419 -26%
TC
63
Truvestments Capital
Florida
$23K +$21.4K +1,165 New
DWMG
64
DB Wealth Management Group
California
$20K – – –
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.4K – – –
FPS
66
Fieldpoint Private Securities
Connecticut
$19K – – –
EP
67
Eudaimonia Partners
Tennessee
$19K +$18.4K +1,000 New
EI
68
Ellevest Inc
New York
$14K +$13.3K +724 New
SFPG
69
Stonebridge Financial Planning Group
Florida
$12K – – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$12K +$11.6K +630 New
AWA
71
Arkadios Wealth Advisors
Georgia
$11K -$3.21K -175 -23%
HI
72
Harbour Investments
Wisconsin
$11K +$10.3K +560 New
GRP
73
Global Retirement Partners
California
$6K – – –
APWA
74
Atlas Private Wealth Advisors
New Jersey
$5K – – –
APA
75
American Portfolios Advisors
New York
$3.88K – – –
1 2
3
4

DIV Hedge Fund Activity: Q1 2021 in Review

81 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2021, worth a combined $125M — up 9.1% from $114M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DIV positions and 7 closed out — a net gain of 8 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.58M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $15.5M sold.

  • 81 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2021, up from 73 in Q4 2020.
  • Funds reported $125M of Global X SuperDividend US ETF stock for Q1 2021, up 9.1% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend US ETF positions in Q1 2021 and 7 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2021 was LPL Financial, an estimated $7.58M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2021 was Simplicity Solutions, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2021.