We are live on ! Find out more
DIV icon

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
CSC
101
Caldwell Sutter Capital
California
$1.67K
CAS
102
Coppell Advisory Solutions
Texas
$1.57K +$1.58K +94 New
SWM
103
Sanctuary Wealth Management
Idaho
$835 +$840 +50 New
LFG
104
Larson Financial Group
Missouri
$830
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$374 -$8.38K -499 -98%
Citadel Advisors
106
Citadel Advisors
Florida
-$907K -53,988 Closed
WAP
107
Wealthcare Advisory Partners
Pennsylvania
-$630K -36,126 Closed
CG
108
Clarus Group
Texas
-$318K -18,199 Closed
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
-$306K -17,554 Closed
BAM
110
BTS Asset Management
Massachusetts
-$248K -14,218 Closed
AAS
111
Ameritas Advisory Services
Nebraska
-$215K -12,376 Closed
SF
112
Synovus Financial
Georgia
-$190K -10,867 Closed
SW
113
Simplicity Wealth
New Jersey
-$182K -10,407 Closed
ASN
114
Advisory Services Network
Georgia
-$137K -7,854 Closed
BAM
115
Belpointe Asset Management
Nevada
-$133K -7,629 Closed
GWM
116
Geneos Wealth Management
Colorado
-$32.2K -1,843 Closed
CAM
117
Chesapeake Asset Management
New York
-$9.09K -521 Closed
NFSG
118
Newbridge Financial Services Group
Florida
-$3.36K -200 Closed
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
-$3.49K -200 Closed
CAL
120
Capital Analysts LLC
Pennsylvania
-$3K -148 Closed
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
-$2.06K -108 Closed
FGAM
122
Financial Gravity Asset Management
Texas
-$1.94K -17 Closed

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.