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Global X SuperDividend US ETF

117 hedge funds and large institutions have $188M invested in Global X SuperDividend US ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $110K | Put options by funds: $62K

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

22% more capital invested

Capital invested by funds: $155M → $188M (+$33.8M)

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

6% more funds holding

Funds holding: 110117 (+7)

5.09% more ownership

Funds ownership: 25.99%31.08% (+5.1%)

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
41
Reduced
34
Closed
15
Calls
$110K
Puts
$62K
Net Calls
+$48K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$344K -$192K -11,795 -37%
TFA
52
Teamwork Financial Advisors
Texas
$335K -$20.8K -1,276 -6%
ES
53
Eagle Strategies
New York
$333K +$40.5K +2,490 +15%
CRWM
54
Castle Rock Wealth Management
California
$306K -$258K -15,864 -47%
BRWA
55
B. Riley Wealth Advisors
Florida
$284K +$5.21K +320 +2%
GLA
56
Good Life Advisors
Pennsylvania
$275K +$46.4K +2,849 +22%
PWM
57
Perigon Wealth Management
California
$267K
MML Investors Services
58
MML Investors Services
Massachusetts
$266K +$39.4K +2,423 +19%
SF
59
Slagle Financial
Illinois
$259K +$248K +15,208 +102%
WCFA
60
Walkner Condon Financial Advisors
Wisconsin
$259K +$4.64K +285 +2%
Stifel Financial
61
Stifel Financial
Missouri
$258K -$34.8K -2,136 -12%
LA
62
Lifeworks Advisors
Michigan
$254K
FPAS
63
Focus Partners Advisor Solutions
Missouri
$237K +$16 +1 +0%
SIMC
64
Squire Investment Management Company
Utah
$236K +$223K +13,729 New
CM
65
Cornerstone Management
Georgia
$234K +$222K +13,625 New
CAG
66
Csenge Advisory Group
Florida
$231K +$2.73K +168 +1%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$229K +$217K +13,338 New
IFG
68
Independent Financial Group
California
$221K -$24.4K -1,500 -10%
JWCA
69
J.W. Cole Advisors
Florida
$213K +$202K +12,403 New
SW
70
Simplicity Wealth
New Jersey
$209K +$23.4K +1,439 +13%
William Blair & Company
71
William Blair & Company
Illinois
$201K -$53.6K -3,291 -22%
AWM
72
Apollon Wealth Management
South Carolina
$199K
1WM
73
1900 Wealth Management
Texas
$182K -$73.5K -4,513 -30%
KPWS
74
Kestra Private Wealth Services
Texas
$178K -$36.8K -2,262 -18%
FFA
75
Founders Financial Alliance
North Carolina
$178K -$328K -20,156 -66%

DIV Hedge Fund Activity: Q4 2023 in Review

117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2023, worth a combined $188M — up 22% from $155M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DIV positions and 15 closed out — a net gain of 8 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was LPL Financial, cutting an estimated $6.21M.

  • 117 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $188M of Global X SuperDividend US ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 23 funds opened new Global X SuperDividend US ETF positions in Q4 2023 and 15 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2023 was LPL Financial, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2023.