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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
LFG
101
Larson Financial Group
Missouri
$867 +$18 +1 +2%
FFA
102
Farther Finance Advisors
California
$177 +$184 +10 New
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
-$4.16M -221,310 Closed
MML Investors Services
104
MML Investors Services
Massachusetts
-$3.29M -174,888 Closed
Lido Advisors
105
Lido Advisors
California
-$2.82M -149,976 Closed
Goldman Sachs
106
Goldman Sachs
New York
-$931K -49,571 Closed
AWS
107
Arkfeld Wealth Strategies
Nebraska
-$590K -30,655 Closed
DAS
108
Dynamic Advisor Solutions
Arizona
-$471K -25,066 Closed
MHS
109
M Holdings Securities
Oregon
-$456K -24,719 Closed
JWCA
110
J.W. Cole Advisors
Florida
-$285K -15,158 Closed
MCC
111
Money Concepts Capital
Florida
-$237K -12,619 Closed
PFS
112
Prospera Financial Services
Texas
-$199K -10,579 Closed
BRWA
113
B. Riley Wealth Advisors
Florida
-$194K -10,269 Closed
USCWA
114
U.S. Capital Wealth Advisors
Texas
-$29.6K -1,575 Closed
AF
115
Allworth Financial
California
-$23.8K -1,267 Closed
RFS
116
Retirement Financial Solutions
Tennessee
-$11K -587 Closed
GI
117
Gradient Investments
Minnesota
-$7.14K -380 Closed
BA
118
Bellwether Advisors
Nebraska
-$4.85K -258 Closed
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
-$4K -220 Closed
AWM
120
Accurate Wealth Management
Florida
-$3.23K -168 Closed
EWM
121
Endurance Wealth Management
Rhode Island
-$479 -26 -96%

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.