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Global X SuperDividend US ETF

63 hedge funds and large institutions have $101M invested in Global X SuperDividend US ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 6263 (+1)

4% less capital invested

Capital invested by funds: $106M → $101M (-$4.24M)

1.35% less ownership

Funds ownership: 26.33%24.98% (-1.4%)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$15.8M -$3.66M -236,426 -18%
SS
2
Simplicity Solutions
Minnesota
$15.1M -$2.74M -177,060 -15%
QI
3
QS Investors
New York
$12.6M -$814K -52,525 -6%
Bank of America
4
Bank of America
North Carolina
$10.7M +$6.44M +415,201 +141%
Morgan Stanley
5
Morgan Stanley
New York
$6.66M +$101K +6,524 +2%
PI
6
PFS Investments
Georgia
$4.65M -$232K -14,961 -5%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$4.54M -$3.64M -234,922 -44%
KAS
8
Kestra Advisory Services
Texas
$3.13M +$3.19M +205,505 New
SC
9
Scotia Capital
Ontario, Canada
$2.45M +$2.51M +162,169 New
LPL Financial
10
LPL Financial
California
$2.31M +$177K +11,400 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.83M +$709K +45,710 +61%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.67M +$206K +13,268 +14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.66M +$94.4K +6,089 +6%
SWP
14
Stratos Wealth Partners
Ohio
$1.45M -$239K -15,447 -14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.41M -$13.7K -881 -0.9%
Wells Fargo
16
Wells Fargo
California
$1.23M -$63K -4,062 -5%
CAN
17
Cetera Advisor Networks
California
$1.19M -$134K -8,622 -10%
JPLA
18
Joseph P. Lucia & Associates
New York
$1.17M -$53.3K -3,440 -4%
Truist Financial
19
Truist Financial
North Carolina
$1.07M -$105K -6,766 -9%
NRI
20
NFP Retirement Inc
California
$1.03M +$50.7K +3,269 +5%
UBS Group
21
UBS Group
Switzerland
$933K -$317K -20,435 -25%
Osaic Holdings
22
Osaic Holdings
Arizona
$750K +$5.47K +353 +0.7%
EE
23
EWG Elevate
California
$671K -$8.96K -578 -1%
VC
24
Vicus Capital
Pennsylvania
$604K -$149K -9,619 -19%
Stifel Financial
25
Stifel Financial
Missouri
$569K -$55.3K -3,565 -9%

DIV Hedge Fund Activity: Q3 2020 in Review

63 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2020, worth a combined $101M — down 4% from $106M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DIV positions and 10 closed out — a net gain of 1 holder — while 18 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $6.44M. The largest seller was Prudential plc, exiting entirely with an estimated $5.08M sold.

  • 63 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2020, up from 62 in Q2 2020.
  • Funds reported $101M of Global X SuperDividend US ETF stock for Q3 2020, down 4% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend US ETF positions in Q3 2020 and 10 closed out, a net change of +1 holder.
  • The largest Global X SuperDividend US ETF buyer in Q3 2020 was Bank of America, an estimated $6.44M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2020 was Prudential plc, an estimated $5.08M sold.

Based on aggregated 13F filings for Q3 2020.