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Global X SuperDividend US ETF

105 hedge funds and large institutions have $145M invested in Global X SuperDividend US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $264K | Put options by funds: $82K

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $138M → $145M (+$6.96M)

2% more funds holding

Funds holding: 103105 (+2)

1.41% more ownership

Funds ownership: 22.61%24.02% (+1.4%)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
30
Reduced
35
Closed
18
Calls
$264K
Puts
$82K
Net Calls
+$182K
Net Calls Change
+$678K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$89.3K +$185 +11 +0.2%
TRCT
77
Tower Research Capital (TRC)
New York
$82.3K -$540K -32,129 -87%
SS
78
Sunbelt Securities
Texas
$80.4K +$202 +12 +0.2%
FFA
79
Farther Finance Advisors
California
$54.9K +$55.1K +3,279 +32,790%
US Bancorp
80
US Bancorp
Minnesota
$53.3K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$33.5K -$4.52K -269 -12%
PTC
82
Private Trust Company
Ohio
$33.4K
TWM
83
Tradition Wealth Management
Minnesota
$32K -$62.2K -3,700 -66%
Simplex Trading
84
Simplex Trading
Illinois
$24K +$24.2K +1,440 New
VWM
85
Venturi Wealth Management
Texas
$23.2K
BWL
86
Bogart Wealth LLC
Virginia
$19.9K +$336 +20 +2%
AWM
87
Atticus Wealth Management
Florida
$17.6K +$17.7K +1,054 New
BFEC
88
Benjamin F. Edwards & Company
Missouri
$17K
TIM
89
Tortoise Investment Management
New York
$16.7K
DWMG
90
DB Wealth Management Group
California
$14.9K
AF
91
Advisornet Financial
Minnesota
$11.7K +$11.8K +700 New
HI
92
Harbour Investments
Wisconsin
$11K
NA
93
Nordwand Advisors
Pennsylvania
$10.9K
CTA
94
Colonial Trust Advisors
South Carolina
$8.35K
OLVIG
95
Oliver Lagore Vanvalin Investment Group
Michigan
$7.95K +$8K +476 New
AssetMark Inc
96
AssetMark Inc
California
$5.93K +$5.96K +355 New
IGWM
97
ICA Group Wealth Management
Colorado
$5.84K +$5.88K +350 New
TC
98
Truvestments Capital
Florida
$4.59K -$5.46K -325 -54%
TFGT
99
TS Financial Group (TSFG)
Illinois
$4K +$67 +4 +2%
GWMIA
100
Global Wealth Management Investment Advisory
Florida
$3.35K +$3.38K +201 New

DIV Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2023, worth a combined $145M — up 5% from $138M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIV positions and 18 closed out — a net gain of 2 holders — while 30 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.4M. The largest seller was Envestnet Asset Management, cutting an estimated $4.04M.

  • 105 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2023, up from 103 in Q1 2023.
  • Funds reported $145M of Global X SuperDividend US ETF stock for Q2 2023, up 5% quarter-over-quarter.
  • 20 funds opened new Global X SuperDividend US ETF positions in Q2 2023 and 18 closed out, a net change of +2 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2023 was Morgan Stanley, an estimated $8.4M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2023.