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Global X SuperDividend US ETF

121 hedge funds and large institutions have $156M invested in Global X SuperDividend US ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $83K | Put options by funds: $40K

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 117121 (+4)

6.04% less ownership

Funds ownership: 31.08%25.04% (-6%)

17% less capital invested

Capital invested by funds: $188M → $156M (-$32.2M)

43% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
29
Reduced
51
Closed
11
Calls
$83K
Puts
$40K
Net Calls
+$43K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
51
M Holdings Securities
Oregon
$284K -$108K -6,371 -28%
MML Investors Services
52
MML Investors Services
Massachusetts
$277K +$7.77K +458 +3%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$268K +$262K +15,424 New
CA
54
Cetera Advisors
Colorado
$268K +$261K +15,408 New
SC
55
Scotia Capital
Ontario, Canada
$267K -$390K -23,021 -60%
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$267K +$4.42K +261 +2%
IAN
57
Integrated Advisors Network
Texas
$265K +$258K +15,219 New
BRWA
58
B. Riley Wealth Advisors
Florida
$261K -$5.43K -320 -2%
SP
59
Sequent Planning
Nebraska
$259K +$252K +14,867 New
LA
60
Lifeworks Advisors
Michigan
$257K
SIMC
61
Squire Investment Management Company
Utah
$239K
SF
62
Slagle Financial
Illinois
$234K -$283K -16,719 -55%
CAG
63
Csenge Advisory Group
Florida
$231K -$2.25K -133 -1%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$230K -$2.37K -140 -1%
CM
65
Cornerstone Management
Georgia
$229K -$7.97K -470 -3%
PI
66
PFG Investments
New York
$225K +$220K +12,965 New
IFG
67
Independent Financial Group
California
$223K -$1.02K -60 -0.5%
PWM
68
Perigon Wealth Management
California
$214K -$54.4K -3,210 -21%
JWCA
69
J.W. Cole Advisors
Florida
$212K -$3.49K -206 -2%
KFG
70
Kingdom Financial Group
Arizona
$202K +$23.3K +1,377 +13%
AWM
71
Apollon Wealth Management
South Carolina
$202K
ASN
72
Advisory Services Network
Georgia
$190K -$1.46M -86,191 -89%
MA
73
Mutual Advisors
Nebraska
$188K +$11.9K +702 +7%
KPWS
74
Kestra Private Wealth Services
Texas
$187K +$5.88K +347 +3%
LNC
75
Lincoln National Corp
Pennsylvania
$180K +$176K +10,353 New

DIV Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2024, worth a combined $156M — down 17% from $188M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DIV positions and 11 closed out — a net gain of 4 holders — while 29 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.47M. The largest seller was Morgan Stanley, cutting an estimated $26.2M.

  • 121 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2024, up from 117 in Q4 2023.
  • Funds reported $156M of Global X SuperDividend US ETF stock for Q1 2024, down 17% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend US ETF positions in Q1 2024 and 11 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2024 was Wells Fargo, an estimated $5.47M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2024 was Morgan Stanley, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2024.