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Global X SuperDividend US ETF

110 hedge funds and large institutions have $155M invested in Global X SuperDividend US ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

7% more capital invested

Capital invested by funds: $145M → $155M (+$9.77M)

5% more funds holding

Funds holding: 105110 (+5)

1.97% more ownership

Funds ownership: 24.02%25.99% (+2%)

71% less call options, than puts

Call options by funds: $50K | Put options by funds: $172K

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
41
Reduced
29
Closed
13
Calls
$50K
Puts
$172K
Net Calls
-$122K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$251K
1WM
52
1900 Wealth Management
Texas
$244K -$28.6K -1,705 -10%
William Blair & Company
53
William Blair & Company
Illinois
$243K
SF
54
Slagle Financial
Illinois
$242K -$4.46K -266 -2%
CAM
55
Cresset Asset Management
Illinois
$242K
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$239K +$4.58K +273 +2%
LA
57
Lifeworks Advisors
Michigan
$239K +$248K +14,759 New
IFG
58
Independent Financial Group
California
$233K -$12.1K -720 -5%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$223K +$231K +13,779 New
CAG
60
Csenge Advisory Group
Florida
$215K -$1.38K -82 -0.6%
GLA
61
Good Life Advisors
Pennsylvania
$213K +$3.66K +218 +2%
MML Investors Services
62
MML Investors Services
Massachusetts
$212K +$4.4K +262 +2%
PAG
63
Private Advisor Group
New Jersey
$209K -$43.6K -2,599 -17%
KPWS
64
Kestra Private Wealth Services
Texas
$205K -$25K -1,490 -11%
SPC
65
Sigma Planning Corp
Michigan
$197K +$12.4K +740 +6%
AWM
66
Apollon Wealth Management
South Carolina
$188K -$1.58K -94 -0.8%
KFG
67
Kingdom Financial Group
Arizona
$186K +$193K +11,484 New
LAM
68
LifePro Asset Management
California
$177K -$11.5K -684 -6%
SW
69
Simplicity Wealth
New Jersey
$174K +$180K +10,721 New
Mariner
70
Mariner
Kansas
$173K -$339K -20,189 -65%
RG
71
Retirement Group
California
$166K +$49.5K +2,951 +40%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$165K +$171K +10,199 New
MA
73
Mutual Advisors
Nebraska
$164K
JMPWA
74
JP Morgan Private Wealth Advisors
California
$162K -$2.17K -129 -1%
Citadel Advisors
75
Citadel Advisors
Florida
$152K +$157K +9,383 New

DIV Hedge Fund Activity: Q3 2023 in Review

110 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2023, worth a combined $155M — up 6.7% from $145M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DIV positions and 13 closed out — a net gain of 6 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Fukoku Mutual Life Insurance, adding an estimated $10.4M. The largest seller was RFG Advisory, exiting entirely with an estimated $820K sold.

  • 110 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2023, up from 105 in Q2 2023.
  • Funds reported $155M of Global X SuperDividend US ETF stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 19 funds opened new Global X SuperDividend US ETF positions in Q3 2023 and 13 closed out, a net change of +6 holders.
  • The largest Global X SuperDividend US ETF buyer in Q3 2023 was Fukoku Mutual Life Insurance, an estimated $10.4M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2023 was RFG Advisory, an estimated $820K sold.

Based on aggregated 13F filings for Q3 2023.