Global X SuperDividend US ETF
DIV
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.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
12% more funds holding
Funds holding: 109 → 122 (+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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.71M |
| 2 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$1.55M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.07M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$765K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$734K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$65.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.98M |
| 3 |
EE
EWG Elevate
Roseville,
California
|
-$1.53M |
| 4 |
Two Sigma Investments
New York
|
-$1.23M |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$447K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EE
126
EWG Elevate
Roseville,
California
| – | -$1.53M | -81,934 | Closed |
|
|
KDA
127
Kraft Davis & Associates
St. Louis,
Missouri
| – | -$402K | -21,605 | Closed |
|
|
SW
128
Simplicity Wealth
Summit,
New Jersey
| – | -$373K | -19,979 | Closed |
|
|
SP
129
Sequent Planning
Omaha,
Nebraska
| – | -$263K | -14,070 | Closed |
|
|
CAG
130
Csenge Advisory Group
Clearwater,
Florida
| – | -$244K | -13,151 | Closed |
|
|
ASN
131
Advisory Services Network
Atlanta,
Georgia
| – | -$201K | -11,637 | Closed |
|
|
MHS
132
M Holdings Securities
Portland,
Oregon
| – | -$215K | -11,493 | Closed |
|
133
Citadel Advisors
Miami,
Florida
| – | -$15.8K | -844 | Closed |
|
|
TFGT
134
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$6K | -310 | Closed |
|
|
CA
135
Crewe Advisors
Salt Lake City,
Utah
| – | -$1.87K | -100 | Closed |
|
|
CAS
136
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.75K | -94 | 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.