We are live on ! Find out more
DIV icon

Global X SuperDividend US ETF

111 hedge funds and large institutions have $154M invested in Global X SuperDividend US ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,143% more call options, than puts

Call options by funds: $609K | Put options by funds: $49K

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

33% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 33

9% more funds holding

Funds holding: 102111 (+9)

9% more capital invested

Capital invested by funds: $141M → $154M (+$12.4M)

0.36% more ownership

Funds ownership: 22.23%22.6% (+0.36%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
44
Reduced
33
Closed
11
Calls
$609K
Puts
$49K
Net Calls
+$560K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
51
Foundations Investment Advisors
Arizona
$360K +$361K +19,158 New
CG
52
Clarus Group
Texas
$343K -$56.8K -3,014 -14%
William Blair & Company
53
William Blair & Company
Illinois
$338K
Financial Engines Advisors
54
Financial Engines Advisors
California
$333K -$136K -7,210 -29%
TFA
55
Teamwork Financial Advisors
Texas
$320K +$321K +17,020 New
PWM
56
Perigon Wealth Management
California
$306K +$307K +16,280 New
ES
57
Eagle Strategies
New York
$289K +$290K +15,363 New
BAM
58
BTS Asset Management
Massachusetts
$286K -$22.3K -1,182 -8%
JWCA
59
J.W. Cole Advisors
Florida
$285K -$16.5K -873 -5%
AAS
60
Ameritas Advisory Services
Nebraska
$281K -$490 -26 -0.2%
SW
61
Simplicity Wealth
New Jersey
$277K +$277K +14,718 New
CM
62
Cornerstone Management
Georgia
$267K
BAM
63
Belpointe Asset Management
Nevada
$266K +$75 +4 +0%
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$266K +$4.51K +239 +2%
KPWS
65
Kestra Private Wealth Services
Texas
$260K -$566 -30 -0.2%
SPC
66
Sigma Planning Corp
Michigan
$246K -$45.8K -2,432 -16%
AWM
67
Apollon Wealth Management
South Carolina
$245K +$245K +13,022 New
IA
68
IFP Advisors
Florida
$242K +$4.26K +226 +2%
MCC
69
Money Concepts Capital
Florida
$237K +$220K +11,655 +1,209%
GRP
70
Global Retirement Partners
California
$212K +$76.1K +4,039 +56%
IFG
71
Independent Financial Group
California
$209K +$210K +11,147 New
SF
72
Synovus Financial
Georgia
$201K +$3.45K +183 +2%
PFS
73
Prospera Financial Services
Texas
$199K
BRWA
74
B. Riley Wealth Advisors
Florida
$194K +$1.7K +90 +0.9%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$179K -$5.43K -288 -3%

DIV Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2022, worth a combined $154M — up 8.8% from $141M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DIV positions and 11 closed out — a net gain of 12 holders — while 44 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $1.55M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $960K sold.

  • 111 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2022, up from 102 in Q3 2022.
  • Funds reported $154M of Global X SuperDividend US ETF stock for Q4 2022, up 8.8% quarter-over-quarter.
  • 23 funds opened new Global X SuperDividend US ETF positions in Q4 2022 and 11 closed out, a net change of +12 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2022 was Bank of America, an estimated $1.55M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2022 was Arete Wealth Advisors, an estimated $960K sold.

Based on aggregated 13F filings for Q4 2022.