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Global X SuperDividend US ETF
DIV

122 hedge funds and large institutions have $167M invested in Global X SuperDividend US ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

12% more funds holding

Funds holding: 109 → 122 (+13)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

3.66% less ownership

Funds ownership: 29.94% → 26.28% (-3.7%)

29% less capital invested

Capital invested by funds: $235M → $167M (-$68.6M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
34
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.71M
2
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$1.55M
3
LPL Financial
LPL Financial
California
+$1.07M
4
Wells Fargo
Wells Fargo
California
+$765K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$734K

Top Sellers

Rank Fund Capital Flow
1
ECM
Evergreen Capital Management
Washington
-$65.7M
2
AWM
AE Wealth Management
Kansas
-$3.98M
3
EE
EWG Elevate
California
-$1.53M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.23M
5
GLA
Good Life Advisors
Pennsylvania
-$447K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
51
PFG Investments
New York
$292K -$24.8K -1,333 -8%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$290K – – –
KPWS
53
Kestra Private Wealth Services
Texas
$285K +$73.4K +3,951 +33%
LI
54
LifeWealth Investments
Florida
$282K +$291K +15,631 New
PG
55
Patten Group
Tennessee
$277K -$46.2K -2,484 -14%
JWCA
56
J.W. Cole Advisors
Florida
$276K -$7.01K -377 -2%
TPWA
57
TRUE Private Wealth Advisors
Oregon
$270K +$278K +14,983 New
KAS
58
Kestra Advisory Services
Texas
$264K +$272K +14,639 New
SC
59
Scotia Capital
Ontario, Canada
$255K +$263K +14,136 New
AWA
60
Arete Wealth Advisors
Illinois
$253K +$261K +14,055 New
FPAS
61
Focus Partners Advisor Solutions
Missouri
$249K +$19 +1 +0%
SIMC
62
Squire Investment Management Company
Utah
$248K – – –
AWS
63
Atria Wealth Solutions
New York
$233K – – –
TFA
64
Teamwork Financial Advisors
Texas
$233K -$3.08K -166 -1%
IFG
65
Independent Financial Group
California
$229K -$1.04K -56 -0.4%
CM
66
Cornerstone Management
Georgia
$222K -$576 -31 -0.3%
MA
67
Mutual Advisors
Nebraska
$220K -$49.8K -2,682 -18%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$213K +$82.1K +4,415 +59%
SF
69
Slagle Financial
Illinois
$198K -$51.9K -2,790 -20%
FFA
70
Founders Financial Alliance
North Carolina
$193K +$5.04K +271 +3%
Creative Planning
71
Creative Planning
Kansas
$193K +$199K +10,694 New
PSFG
72
Park Square Financial Group
Georgia
$192K +$198K +10,635 New
PAG
73
Private Advisor Group
New Jersey
$190K -$147K -7,932 -43%
Goldman Sachs
74
Goldman Sachs
New York
$190K +$195K +10,510 New
PWM
75
Perigon Wealth Management
California
$189K – – –
1 2
3
4 5

DIV Hedge Fund Activity: Q4 2024 in Review

122 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2024, worth a combined $167M — down 29% from $235M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIV positions and 12 closed out — a net gain of 15 holders — while 34 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.71M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $65.7M sold.

  • 122 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2024, up from 109 in Q3 2024.
  • Funds reported $167M of Global X SuperDividend US ETF stock for Q4 2024, down 29% quarter-over-quarter.
  • 27 funds opened new Global X SuperDividend US ETF positions in Q4 2024 and 12 closed out, a net change of +15 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2024 was Morgan Stanley, an estimated $2.71M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2024 was Evergreen Capital Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q4 2024.