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Global X SuperDividend US ETF

81 hedge funds and large institutions have $125M invested in Global X SuperDividend US ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

11% more funds holding

Funds holding: 7381 (+8)

9% more capital invested

Capital invested by funds: $114M → $125M (+$10.4M)

4.13% less ownership

Funds ownership: 23.46%19.34% (-4.1%)

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
29
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.1M +$4.05M +220,855 +27%
AWM
2
AE Wealth Management
Kansas
$17.8M -$1.2M -65,458 -7%
Morgan Stanley
3
Morgan Stanley
New York
$12M +$2.93M +159,432 +35%
LPL Financial
4
LPL Financial
California
$10.8M +$7.58M +412,905 +285%
QI
5
QS Investors
New York
$8.13M -$1.72M -93,790 -18%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$8.11M -$6.28M -342,204 -45%
KAS
7
Kestra Advisory Services
Texas
$4.27M -$278K -15,155 -6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.98M +$151K +8,246 +4%
PI
9
PFS Investments
Georgia
$3.8M +$3.6M +196,159 New
SC
10
Scotia Capital
Ontario, Canada
$3.65M +$555K +30,253 +19%
Wells Fargo
11
Wells Fargo
California
$2.7M +$475K +25,872 +23%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.68M +$748K +40,770 +42%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.83M +$311K +16,954 +22%
EE
14
EWG Elevate
California
$1.71M +$10.9K +596 +0.7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.63M +$1.54M +84,111 New
SWP
16
Stratos Wealth Partners
Ohio
$1.59M -$13.6K -743 -0.9%
CAN
17
Cetera Advisor Networks
California
$1.58M +$90.9K +4,952 +6%
UBS Group
18
UBS Group
Switzerland
$1.38M -$34.2K -1,863 -3%
NRI
19
NFP Retirement Inc
California
$1.34M -$58.9K -3,208 -4%
CI
20
Cavalier Investments
Georgia
$1.33M -$304K -16,578 -19%
JWCA
21
J.W. Cole Advisors
Florida
$1.1M +$340K +18,500 +48%
JPLA
22
Joseph P. Lucia & Associates
New York
$997K -$212K -11,530 -18%
WS
23
Wedbush Securities
California
$786K +$53.8K +2,931 +8%
RFC
24
Regions Financial Corp
Alabama
$727K
VC
25
Vicus Capital
Pennsylvania
$719K -$49.2K -2,681 -7%

DIV Hedge Fund Activity: Q1 2021 in Review

81 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2021, worth a combined $125M — up 9.1% from $114M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DIV positions and 7 closed out — a net gain of 8 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.58M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $15.5M sold.

  • 81 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2021, up from 73 in Q4 2020.
  • Funds reported $125M of Global X SuperDividend US ETF stock for Q1 2021, up 9.1% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend US ETF positions in Q1 2021 and 7 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2021 was LPL Financial, an estimated $7.58M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2021 was Simplicity Solutions, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2021.