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Global X SuperDividend US ETF

100 hedge funds and large institutions have $141M invested in Global X SuperDividend US ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

19% more capital invested

Capital invested by funds: $119M → $141M (+$22.2M)

10% more funds holding

Funds holding: 91100 (+9)

1.73% more ownership

Funds ownership: 18.25%19.99% (+1.7%)

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
37
Reduced
24
Closed
13
Calls
$639K
Puts
Net Calls
+$639K
Net Calls Change
+$639K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$317K +$71.7K +3,529 +30%
NA
52
NewEdge Advisors
Louisiana
$312K +$7.37K +363 +2%
William Blair & Company
53
William Blair & Company
Illinois
$312K +$193K +9,500 +173%
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$311K +$303K +14,914 New
KPWS
55
Kestra Private Wealth Services
Texas
$293K +$1.08K +53 +0.4%
KAS
56
Kestra Advisory Services
Texas
$289K -$620K -30,514 -69%
BAM
57
Belpointe Asset Management
Nevada
$289K
LAM
58
LifePro Asset Management
California
$271K +$4.65K +229 +2%
AAS
59
Avantax Advisory Services
Texas
$269K +$263K +12,942 New
NFG
60
Next Financial Group
Texas
$268K +$58.2K +2,865 +29%
CF
61
Centaurus Financial
California
$264K +$141K +6,928 +121%
Mariner
62
Mariner
Kansas
$254K -$162K -8,000 -40%
CPA
63
Clear Perspective Advisors
Illinois
$231K +$16.2K +800 +8%
AAS
64
Ameritas Advisory Services
Nebraska
$227K +$222K +10,919 New
SF
65
Synovus Financial
Georgia
$209K +$204K +10,052 New
AWA
66
Arete Wealth Advisors
Illinois
$203K +$197K +9,724 New
MA
67
MJP Associates
Connecticut
$203K +$197K +9,724 New
APA
68
American Portfolios Advisors
New York
$175K -$52.4K -2,583 -24%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$133K -$41.5K -2,042 -24%
TWM
70
Tradition Wealth Management
Minnesota
$116K
IA
71
IFP Advisors
Florida
$114K
RG
72
Retirement Group
California
$106K +$50.8K +2,500 +96%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$83K +$80.7K +3,975 New
FPWM
74
FSB Premier Wealth Management
Iowa
$67K +$65.5K +3,227 New
MA
75
MUFG Americas
New York
$66K

DIV Hedge Fund Activity: Q4 2021 in Review

100 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2021, worth a combined $141M — up 19% from $119M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DIV positions and 13 closed out — a net gain of 10 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $3.87M. The largest seller was Bank of Montreal, exiting entirely with an estimated $2.88M sold.

  • 100 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2021, up from 91 in Q3 2021.
  • Funds reported $141M of Global X SuperDividend US ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 23 funds opened new Global X SuperDividend US ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2021 was Mariner Independent Advisor Network, an estimated $3.87M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2021 was Bank of Montreal, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2021.