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Global X SuperDividend US ETF

121 hedge funds and large institutions have $156M invested in Global X SuperDividend US ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $83K | Put options by funds: $40K

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 117121 (+4)

6.04% less ownership

Funds ownership: 31.08%25.04% (-6%)

17% less capital invested

Capital invested by funds: $188M → $156M (-$32.2M)

43% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
29
Reduced
51
Closed
11
Calls
$83K
Puts
$40K
Net Calls
+$43K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
Nordwand Advisors
Pennsylvania
$11.4K
VWM
102
Venturi Wealth Management
Texas
$10.8K -$13.1K -770 -55%
SWM
103
Sanctuary Wealth Management
Idaho
$9.22K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$8.95K -$23.1K -1,362 -73%
CTA
105
Colonial Trust Advisors
South Carolina
$8.7K
AssetMark Inc
106
AssetMark Inc
California
$6.17K
IGWM
107
ICA Group Wealth Management
Colorado
$6.09K
CAM
108
Creekmur Asset Management
Illinois
$5.92K -$8.92K -526 -61%
FWM
109
FSA Wealth Management
Massachusetts
$5.88K +$102 +6 +2%
FGA
110
Fortis Group Advisors
New Jersey
$5.22K -$5.09K -300 -50%
TFGT
111
TS Financial Group (TSFG)
Illinois
$4K +$68 +4 +2%
VL
112
Vima LLC
Michigan
$3.63K
CSC
113
Caldwell Sutter Capital
California
$1.74K
WT
114
Whittier Trust
California
$1.74K +$1.7K +100 New
AF
115
Allworth Financial
California
$1.44K +$1.41K +83 New
AAP
116
Arax Advisory Partners
Colorado
$1.11K
BIM
117
Breakwater Investment Management
Washington
$574 +$560 +33 New
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$309 +$305 +18 New
FFA
119
Farther Finance Advisors
California
$189 -$55.6K -3,279 -100%
WAG
120
Wiser Advisor Group
Arizona
$92
VWM
121
Valley Wealth Managers
New Jersey
$12
BOSSRA
122
B.O.S.S. Retirement Advisors
Utah
-$1.52M -88,424 Closed
Jane Street
123
Jane Street
New York
-$751K -43,735 Closed
FTUS
124
Flow Traders U.S.
New York
-$405K -23,555 Closed
ES
125
Eagle Strategies
New York
-$333K -19,392 Closed

DIV Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2024, worth a combined $156M — down 17% from $188M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DIV positions and 11 closed out — a net gain of 4 holders — while 29 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.47M. The largest seller was Morgan Stanley, cutting an estimated $26.2M.

  • 121 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2024, up from 117 in Q4 2023.
  • Funds reported $156M of Global X SuperDividend US ETF stock for Q1 2024, down 17% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend US ETF positions in Q1 2024 and 11 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2024 was Wells Fargo, an estimated $5.47M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2024 was Morgan Stanley, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2024.