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Global X SuperDividend US ETF

96 hedge funds and large institutions have $138M invested in Global X SuperDividend US ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

19% more funds holding

Funds holding: 8196 (+15)

10% more capital invested

Capital invested by funds: $125M → $138M (+$13M)

0.55% more ownership

Funds ownership: 19.34%19.89% (+0.55%)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
36
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$19.1M +$792K +39,693 +4%
Bank of America
2
Bank of America
North Carolina
$18.3M -$2.45M -122,906 -12%
Morgan Stanley
3
Morgan Stanley
New York
$13.6M +$1.28M +63,931 +10%
LPL Financial
4
LPL Financial
California
$12.4M +$1.21M +60,683 +11%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$8.18M -$181K -9,071 -2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$6.79M +$6.73M +336,931 New
SC
7
Scotia Capital
Ontario, Canada
$4.63M +$868K +43,476 +23%
Wells Fargo
8
Wells Fargo
California
$4.34M +$1.55M +77,697 +56%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.31M +$208K +10,413 +5%
MIAN
10
Mariner Independent Advisor Network
Kansas
$3.46M +$3.45M +172,989 New
Lido Advisors
11
Lido Advisors
California
$2.71M +$2.7M +135,380 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.7M -$57.2K -2,865 -2%
TSW
13
Thompson Siegel & Walmsley
Virginia
$2M +$2M +100,025 New
CAN
14
Cetera Advisor Networks
California
$1.8M +$178K +8,924 +11%
KAS
15
Kestra Advisory Services
Texas
$1.8M -$2.59M -129,876 -59%
EE
16
EWG Elevate
California
$1.8M +$34.4K +1,722 +2%
SWP
17
Stratos Wealth Partners
Ohio
$1.74M +$101K +5,051 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.72M +$36.9K +1,847 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.62M -$271K -13,558 -14%
CI
20
Cavalier Investments
Georgia
$1.47M +$97.8K +4,900 +7%
JWCA
21
J.W. Cole Advisors
Florida
$1.29M +$154K +7,703 +14%
Citadel Advisors
22
Citadel Advisors
Florida
$1.27M +$1.27M +63,648 New
NRI
23
NFP Retirement Inc
California
$1.27M -$114K -5,731 -8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.08M +$490K +24,552 +83%
UBS Group
25
UBS Group
Switzerland
$1.01M -$413K -20,692 -29%

DIV Hedge Fund Activity: Q2 2021 in Review

96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2021, worth a combined $138M — up 10% from $125M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DIV positions and 11 closed out — a net gain of 15 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $6.73M. The largest seller was QS Investors, exiting entirely with an estimated $8.13M sold.

  • 96 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2021, up from 81 in Q1 2021.
  • Funds reported $138M of Global X SuperDividend US ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 26 funds opened new Global X SuperDividend US ETF positions in Q2 2021 and 11 closed out, a net change of +15 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2021 was Bank of Montreal, an estimated $6.73M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2021 was QS Investors, an estimated $8.13M sold.

Based on aggregated 13F filings for Q2 2021.