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Global X SuperDividend US ETF

103 hedge funds and large institutions have $138M invested in Global X SuperDividend US ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

0.01% more ownership

Funds ownership: 22.6%22.61% (+0.01%)

7% less funds holding

Funds holding: 111103 (-8)

10% less capital invested

Capital invested by funds: $154M → $138M (-$15.5M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $566K

Holders
103
Holders Change
-8
Holders Change %
-7.21%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
34
Closed
18
Calls
$70K
Puts
$566K
Net Calls
-$496K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$83.5K +$47.9K +2,600 +119%
SS
77
Sunbelt Securities
Texas
$82.9K +$88.5K +4,801 New
US Bancorp
78
US Bancorp
Minnesota
$55.7K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$39.7K +$9.76K +529 +30%
PTC
80
Private Trust Company
Ohio
$34.9K +$18.4K +1,000 +100%
GWM
81
Geneos Wealth Management
Colorado
$32.2K
VWM
82
Venturi Wealth Management
Texas
$24.3K +$25.6K +1,390 New
BWL
83
Bogart Wealth LLC
Virginia
$20.4K +$350 +19 +2%
TIM
84
Tortoise Investment Management
New York
$17.4K
BFEC
85
Benjamin F. Edwards & Company
Missouri
$17K +$18.4K +1,000 New
DWMG
86
DB Wealth Management Group
California
$15.6K
HI
87
Harbour Investments
Wisconsin
$11.5K
NA
88
Nordwand Advisors
Pennsylvania
$11.4K +$12.1K +655 New
TC
89
Truvestments Capital
Florida
$10.5K
CAM
90
Chesapeake Asset Management
New York
$9.09K +$9.61K +521 New
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$8.87K
CTA
92
Colonial Trust Advisors
South Carolina
$8.72K
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$4.24K +$9.16K +497 +0.2%
TFGT
94
TS Financial Group (TSFG)
Illinois
$4K +$55 +3 +1%
NFSG
95
Newbridge Financial Services Group
Florida
$3.49K -$27.7K -1,502 -88%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$3.49K
CAL
97
Capital Analysts LLC
Pennsylvania
$3K -$24.9K -1,352 -90%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$2.06K +$1.99K +108 New
FGAM
99
Financial Gravity Asset Management
Texas
$1.94K +$313 +17 New
CSC
100
Caldwell Sutter Capital
California
$1.75K +$1.84K +100 New

DIV Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2023, worth a combined $138M — down 10% from $154M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of DIV and 12 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 42 added.

The largest buyer was LPL Financial, adding an estimated $5.88M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $4.16M sold.

  • 103 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $138M of Global X SuperDividend US ETF stock for Q1 2023, down 10% quarter-over-quarter.
  • 12 funds opened new Global X SuperDividend US ETF positions in Q1 2023 and 18 closed out, a net change of -6 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2023 was LPL Financial, an estimated $5.88M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2023 was Janney Montgomery Scott, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2023.