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Global X SuperDividend US ETF

122 hedge funds and large institutions have $167M invested in Global X SuperDividend US ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

12% more funds holding

Funds holding: 109122 (+13)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

3.66% less ownership

Funds ownership: 29.94%26.28% (-3.7%)

29% less capital invested

Capital invested by funds: $235M → $167M (-$68.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
34
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
101
Venturi Wealth Management
Texas
$11.2K -$1.43K -77 -11%
Citigroup
102
Citigroup
New York
$10.8K
CTA
103
Colonial Trust Advisors
South Carolina
$9.02K
AG
104
AmeriFlex Group
Nevada
$6.86K +$6.82K +367 New
FWM
105
FSA Wealth Management
Massachusetts
$6.36K +$93 +5 +1%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$5.72K
FGA
107
Fortis Group Advisors
New Jersey
$5.41K
AF
108
Allworth Financial
California
$4.82K +$74 +4 +2%
BTI
109
Blue Trust Inc
Georgia
$4.51K +$4.65K +250 New
BlackRock
110
BlackRock
New York
$3.27K +$3.38K +182 New
CSC
111
Caldwell Sutter Capital
California
$1.8K
NMG
112
New Millennium Group
Utah
$1.64K +$1.69K +91 New
GWSG
113
GPS Wealth Strategies Group
Colorado
$1.62K -$1.06K -57 -39%
AAP
114
Arax Advisory Partners
Colorado
$1.15K
SWM
115
Sanctuary Wealth Management
Idaho
$902
WT
116
Whittier Trust
California
$901 -$1.86K -100 -67%
SCM
117
Sterling Capital Management
North Carolina
$884 -$279 -15 -23%
BIM
118
Breakwater Investment Management
Washington
$596
TRCT
119
Tower Research Capital (TRC)
New York
$451 -$82.1K -4,417 -99%
WAG
120
Wiser Advisor Group
Arizona
$99 +$19 +1 +20%
AssetMark Inc
121
AssetMark Inc
California
$90 +$93 +5 New
DWM
122
Darwin Wealth Management
Florida
$18
VWM
123
Valley Wealth Managers
New Jersey
$13
CAM
124
Creekmur Asset Management
Illinois
$1
ECM
125
Evergreen Capital Management
Washington
-$65.7M -1,380,977 Closed

DIV Hedge Fund Activity: Q4 2024 in Review

122 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2024, worth a combined $167M — down 29% from $235M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIV positions and 12 closed out — a net gain of 15 holders — while 34 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.71M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $65.7M sold.

  • 122 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2024, up from 109 in Q3 2024.
  • Funds reported $167M of Global X SuperDividend US ETF stock for Q4 2024, down 29% quarter-over-quarter.
  • 27 funds opened new Global X SuperDividend US ETF positions in Q4 2024 and 12 closed out, a net change of +15 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2024 was Morgan Stanley, an estimated $2.71M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2024 was Evergreen Capital Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q4 2024.