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Global X SuperDividend US ETF
DIV

96 hedge funds and large institutions have $138M invested in Global X SuperDividend US ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

19% more funds holding

Funds holding: 81 → 96 (+15)

10% more capital invested

Capital invested by funds: $125M → $138M (+$13M)

0.55% more ownership

Funds ownership: 19.34% → 19.89% (+0.55%)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
36
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.73M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$3.45M
3
Lido Advisors
Lido Advisors
California
+$2.7M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$2M
5
Wells Fargo
Wells Fargo
California
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
QI
QS Investors
New York
-$8.13M
2
PI
PFS Investments
Georgia
-$3.15M
3
KAS
Kestra Advisory Services
Texas
-$2.59M
4
Bank of America
Bank of America
North Carolina
-$2.45M
5
RFC
Regions Financial Corp
Alabama
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$33K +$7.03K +352 +28%
TWM
77
Tradition Wealth Management
Minnesota
$30K +$29.9K +1,500 New
GWM
78
Geneos Wealth Management
Colorado
$30K +$30.2K +1,513 New
TC
79
Truvestments Capital
Florida
$23K -$399 -20 -2%
LAS
80
Lloyd Advisory Services
Georgia
$21K -$2.73K -137 -11%
DWMG
81
DB Wealth Management Group
California
$21K – – –
ASN
82
Advisory Services Network
Georgia
$21K +$20.6K +1,033 New
BWL
83
Bogart Wealth LLC
Virginia
$21K +$21K +1,054 New
FPS
84
Fieldpoint Private Securities
Connecticut
$20K – – –
TIM
85
Tortoise Investment Management
New York
$20K +$20K +1,000 New
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20K – – –
Simplex Trading
87
Simplex Trading
Illinois
$14K +$14.9K +745 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$13K – – –
HI
89
Harbour Investments
Wisconsin
$9K -$2K -100 -18%
T2I
90
Turim 21 Investimentos
Brazil
$7K +$6.55K +328 New
GRP
91
Global Retirement Partners
California
$6K – – –
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$4K +$4.01K +201 New
SIS
93
Sound Income Strategies
Florida
$4K +$4.19K +210 New
APA
94
American Portfolios Advisors
New York
$4K – – –
TRCT
95
Tower Research Capital (TRC)
New York
$3K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$1K – – –
QI
97
QS Investors
New York
– -$8.13M -419,617 Closed
RFC
98
Regions Financial Corp
Alabama
– -$727K -37,500 Closed
CWM
99
Centric Wealth Management
Illinois
– -$348K -17,943 Closed
EAM
100
Evanson Asset Management
California
– -$293K -15,114 Closed
1 2 3
4
5

DIV Hedge Fund Activity: Q2 2021 in Review

96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2021, worth a combined $138M — up 10% from $125M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DIV positions and 11 closed out — a net gain of 15 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $6.73M. The largest seller was QS Investors, exiting entirely with an estimated $8.13M sold.

  • 96 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2021, up from 81 in Q1 2021.
  • Funds reported $138M of Global X SuperDividend US ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 26 funds opened new Global X SuperDividend US ETF positions in Q2 2021 and 11 closed out, a net change of +15 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2021 was Bank of Montreal, an estimated $6.73M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2021 was QS Investors, an estimated $8.13M sold.

Based on aggregated 13F filings for Q2 2021.