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Global X SuperDividend US ETF

73 hedge funds and large institutions have $114M invested in Global X SuperDividend US ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

16% more funds holding

Funds holding: 6373 (+10)

13% more capital invested

Capital invested by funds: $101M → $114M (+$12.7M)

1.51% less ownership

Funds ownership: 24.98%23.46% (-1.5%)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
22
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$16.5M -$1.03M -63,730 -6%
SS
2
Simplicity Solutions
Minnesota
$15.5M -$1.28M -79,054 -8%
Bank of America
3
Bank of America
North Carolina
$13.7M +$1.72M +106,031 +15%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$12.8M +$7.46M +460,606 +153%
QI
5
QS Investors
New York
$8.65M -$5.16M -318,630 -38%
Morgan Stanley
6
Morgan Stanley
New York
$7.75M +$315K +19,432 +4%
KAS
7
Kestra Advisory Services
Texas
$3.94M +$482K +29,766 +14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.32M +$1.42M +87,595 +80%
SC
9
Scotia Capital
Ontario, Canada
$2.66M -$70.7K -4,365 -3%
LPL Financial
10
LPL Financial
California
$2.44M -$128K -7,921 -5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.05M +$177K +10,902 +10%
Wells Fargo
12
Wells Fargo
California
$1.91M +$521K +32,156 +40%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.64M -$382K -23,598 -20%
EE
14
EWG Elevate
California
$1.47M +$697K +43,037 +97%
CI
15
Cavalier Investments
Georgia
$1.44M +$1.38M +85,300 New
SWP
16
Stratos Wealth Partners
Ohio
$1.39M -$212K -13,102 -14%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.31M -$255K -15,759 -17%
CAN
18
Cetera Advisor Networks
California
$1.29M -$39.2K -2,420 -3%
UBS Group
19
UBS Group
Switzerland
$1.24M +$188K +11,591 +19%
NRI
20
NFP Retirement Inc
California
$1.22M +$70.7K +4,367 +6%
JPLA
21
Joseph P. Lucia & Associates
New York
$1.06M -$231K -14,235 -18%
SWA
22
Sightline Wealth Advisors
Connecticut
$963K +$1.75M +108,316 New
Truist Financial
23
Truist Financial
North Carolina
$856K -$320K -19,759 -28%
VC
24
Vicus Capital
Pennsylvania
$670K -$3.24K -200 -0.5%
JWCA
25
J.W. Cole Advisors
Florida
$648K +$83.8K +5,174 +16%

DIV Hedge Fund Activity: Q4 2020 in Review

73 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2020, worth a combined $114M — up 13% from $101M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DIV positions and 5 closed out — a net gain of 11 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $7.46M. The largest seller was QS Investors, cutting an estimated $5.16M.

  • 73 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2020, up from 63 in Q3 2020.
  • Funds reported $114M of Global X SuperDividend US ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 16 funds opened new Global X SuperDividend US ETF positions in Q4 2020 and 5 closed out, a net change of +11 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2020 was Mirae Asset Global Investments, an estimated $7.46M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2020 was QS Investors, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2020.