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Global X SuperDividend US ETF
DIV

117 hedge funds and large institutions have $188M invested in Global X SuperDividend US ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $110K | Put options by funds: $62K

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

22% more capital invested

Capital invested by funds: $155M → $188M (+$33.8M)

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

6% more funds holding

Funds holding: 110 → 117 (+7)

5.09% more ownership

Funds ownership: 25.99% → 31.08% (+5.1%)

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
41
Reduced
34
Closed
15
Calls
$110K
Puts
$62K
Net Calls
+$48K
Net Calls Change
+$170K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.8M
2
FMLI
Fukoku Mutual Life Insurance
Japan
+$6.92M
3
SWP
Stratos Wealth Partners
Ohio
+$1.22M
4
RA
RFG Advisory
Alabama
+$925K
5
Jane Street
Jane Street
New York
+$712K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$6.21M
2
VWM
Valley Wealth Managers
New Jersey
-$631K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$521K
4
AWA
Arete Wealth Advisors
Illinois
-$517K
5
Osaic Holdings
Osaic Holdings
Arizona
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
101
Fortis Group Advisors
New Jersey
$10.3K +$4.88K +300 +100%
SWM
102
Sanctuary Wealth Management
Idaho
$9.11K +$7.81K +480 +960%
CTA
103
Colonial Trust Advisors
South Carolina
$8.59K – – –
AssetMark Inc
104
AssetMark Inc
California
$6.1K – – –
IGWM
105
ICA Group Wealth Management
Colorado
$6.01K +$5.7K +350 New
FWM
106
FSA Wealth Management
Massachusetts
$6K +$5.4K +332 New
TFGT
107
TS Financial Group (TSFG)
Illinois
$4K +$81 +5 +2%
FGAM
108
Financial Gravity Asset Management
Texas
$3.64K +$1.82K +112 +100%
VL
109
Vima LLC
Michigan
$3.57K +$3.39K +208 New
GWMIA
110
Global Wealth Management Investment Advisory
Florida
$3.46K +$16 +1 +0.5%
CSC
111
Caldwell Sutter Capital
California
$1.72K – – –
AAP
112
Arax Advisory Partners
Colorado
$1.1K +$1.04K +64 New
IAIM
113
International Assets Investment Management
Florida
$582 +$163K +10,002 New
WAG
114
Wiser Advisor Group
Arizona
$89 +$81 +5 New
AWM
115
Atticus Wealth Management
Florida
$52 -$15.7K -962 -100%
VWM
116
Valley Wealth Managers
New Jersey
$12 -$631K -38,772 -100%
AWA
117
Arete Wealth Advisors
Illinois
– -$517K -31,948 Closed
DADC
118
D.A. Davidson & Co
Montana
– -$274K -16,900 Closed
AWAG
119
ARS Wealth Advisors Group
Florida
– -$267K -16,495 Closed
CAM
120
Cresset Asset Management
Illinois
– -$242K -14,943 Closed
SPC
121
Sigma Planning Corp
Michigan
– -$197K -12,141 Closed
LAM
122
LifePro Asset Management
California
– -$177K -10,933 Closed
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
– -$165K -10,199 Closed
BCM
124
BluePath Capital Management
Georgia
– -$44.3K -2,734 Closed
TWM
125
Tradition Wealth Management
Minnesota
– -$31K -1,895 Closed
2 3 4
5
6

DIV Hedge Fund Activity: Q4 2023 in Review

117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2023, worth a combined $188M — up 22% from $155M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DIV positions and 15 closed out — a net gain of 8 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was LPL Financial, cutting an estimated $6.21M.

  • 117 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $188M of Global X SuperDividend US ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 23 funds opened new Global X SuperDividend US ETF positions in Q4 2023 and 15 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2023 was LPL Financial, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2023.