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Global X SuperDividend US ETF

105 hedge funds and large institutions have $145M invested in Global X SuperDividend US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $264K | Put options by funds: $82K

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $138M → $145M (+$6.96M)

2% more funds holding

Funds holding: 103105 (+2)

1.41% more ownership

Funds ownership: 22.61%24.02% (+1.4%)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
30
Reduced
35
Closed
18
Calls
$264K
Puts
$82K
Net Calls
+$182K
Net Calls Change
+$678K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$259K
PAG
52
Private Advisor Group
New Jersey
$259K +$53.4K +3,176 +26%
SF
53
Slagle Financial
Illinois
$254K +$256K +15,216 New
IFG
54
Independent Financial Group
California
$252K +$38.6K +2,300 +18%
William Blair & Company
55
William Blair & Company
Illinois
$251K
CAM
56
Cresset Asset Management
Illinois
$250K
ES
57
Eagle Strategies
New York
$245K -$17.4K -1,036 -7%
WCFA
58
Walkner Condon Financial Advisors
Wisconsin
$242K +$2.57K +153 +1%
AWS
59
Atria Wealth Solutions
New York
$238K -$46.9K -2,792 -16%
KPWS
60
Kestra Private Wealth Services
Texas
$236K +$15K +891 +7%
CM
61
Cornerstone Management
Georgia
$228K
CAG
62
Csenge Advisory Group
Florida
$223K +$224K +13,343 New
GLA
63
Good Life Advisors
Pennsylvania
$216K +$218K +12,964 New
MML Investors Services
64
MML Investors Services
Massachusetts
$214K +$215K +12,814 New
AWM
65
Apollon Wealth Management
South Carolina
$195K -$21.9K -1,302 -10%
LAM
66
LifePro Asset Management
California
$194K -$12.4K -739 -6%
SPC
67
Sigma Planning Corp
Michigan
$190K -$37.7K -2,242 -16%
NW
68
Naviter Wealth
Arkansas
$188K +$189K +11,274 New
JMPWA
69
JP Morgan Private Wealth Advisors
California
$169K
MA
70
Mutual Advisors
Nebraska
$169K -$8.28K -493 -5%
RG
71
Retirement Group
California
$122K +$8.4K +500 +7%
PG
72
Prostatis Group
Maryland
$105K +$178K +10,595 New
CIAS
73
Capital Investment Advisory Services
North Carolina
$101K
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$93.3K +$13.4K +800 +17%
IA
75
IFP Advisors
Florida
$89.4K +$857 +51 +1%

DIV Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2023, worth a combined $145M — up 5% from $138M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIV positions and 18 closed out — a net gain of 2 holders — while 30 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.4M. The largest seller was Envestnet Asset Management, cutting an estimated $4.04M.

  • 105 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2023, up from 103 in Q1 2023.
  • Funds reported $145M of Global X SuperDividend US ETF stock for Q2 2023, up 5% quarter-over-quarter.
  • 20 funds opened new Global X SuperDividend US ETF positions in Q2 2023 and 18 closed out, a net change of +2 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2023 was Morgan Stanley, an estimated $8.4M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2023.