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Global X SuperDividend US ETF
DIV

100 hedge funds and large institutions have $141M invested in Global X SuperDividend US ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

19% more capital invested

Capital invested by funds: $119M → $141M (+$22.2M)

10% more funds holding

Funds holding: 91 → 100 (+9)

1.73% more ownership

Funds ownership: 18.25% → 19.99% (+1.7%)

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
37
Reduced
24
Closed
13
Calls
$639K
Puts
–
Net Calls
+$639K
Net Calls Change
+$639K

Top Buyers

Rank Fund Capital Flow
1
MIAN
Mariner Independent Advisor Network
Kansas
+$3.87M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.16M
3
Wells Fargo
Wells Fargo
California
+$2.14M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.95M
5
SWP
Stratos Wealth Partners
Ohio
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.43M
3
CI
Cavalier Investments
Georgia
-$1.43M
4
FTUS
Flow Traders U.S.
New York
-$1.27M
5
CAN
Cetera Advisor Networks
California
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
76
Global Wealth Management Investment Advisory
Florida
$47K -$42.6K -2,100 -48%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$43K +$42.4K +2,089 New
CWS
78
Confluence Wealth Services
Pennsylvania
$42K +$41.4K +2,040 New
RIA
79
Richwood Investment Advisors
Ohio
$35K +$33.7K +1,660 New
GWM
80
Geneos Wealth Management
Colorado
$31K – – –
TC
81
TAP Consulting
Missouri
$27K +$25.9K +1,277 New
CAL
82
Capital Analysts LLC
Pennsylvania
$25K +$24.4K +1,200 New
BWL
83
Bogart Wealth LLC
Virginia
$23K +$305 +15 +1%
LAS
84
Lloyd Advisory Services
Georgia
$22K +$183 +9 +0.8%
FPS
85
Fieldpoint Private Securities
Connecticut
$21K – – –
TIM
86
Tortoise Investment Management
New York
$21K – – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$20K +$6.46K +318 +50%
DWMG
88
DB Wealth Management Group
California
$19K – – –
TC
89
Truvestments Capital
Florida
$16K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$15K -$4.47K -220 -23%
LFG
91
Larson Financial Group
Missouri
$11K -$318K -15,669 -97%
HI
92
Harbour Investments
Wisconsin
$10K – – –
T2I
93
Turim 21 Investimentos
Brazil
$7K – – –
PA
94
Parallel Advisors
California
$4K – – –
SIS
95
Sound Income Strategies
Florida
$4K – – –
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$4K +$61 +3 +1%
TFGT
97
TS Financial Group (TSFG)
Illinois
$4K +$61 +3 +1%
FGAM
98
Financial Gravity Asset Management
Texas
$2.32K -$548 -27 -24%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$1K – – –
BFEC
100
Benjamin F. Edwards & Company
Missouri
$1K +$1.01K +50 New
1 2 3
4
5

DIV Hedge Fund Activity: Q4 2021 in Review

100 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2021, worth a combined $141M — up 19% from $119M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DIV positions and 13 closed out — a net gain of 10 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $3.87M. The largest seller was Bank of Montreal, exiting entirely with an estimated $2.88M sold.

  • 100 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2021, up from 91 in Q3 2021.
  • Funds reported $141M of Global X SuperDividend US ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 23 funds opened new Global X SuperDividend US ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2021 was Mariner Independent Advisor Network, an estimated $3.87M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2021 was Bank of Montreal, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2021.