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Global X SuperDividend US ETF

91 hedge funds and large institutions have $119M invested in Global X SuperDividend US ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

1.64% less ownership

Funds ownership: 19.89%18.25% (-1.6%)

5% less funds holding

Funds holding: 9691 (-5)

14% less capital invested

Capital invested by funds: $138M → $119M (-$18.6M)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
26
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$19.1M +$522K +26,410 +3%
Bank of America
2
Bank of America
North Carolina
$16.3M -$1.45M -73,263 -8%
Morgan Stanley
3
Morgan Stanley
New York
$13.6M +$294K +14,876 +2%
LPL Financial
4
LPL Financial
California
$10.6M -$1.4M -70,976 -11%
SC
5
Scotia Capital
Ontario, Canada
$5.08M +$597K +30,191 +13%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$4.8M -$3.22M -162,591 -40%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.34M +$150K +7,560 +4%
Wells Fargo
8
Wells Fargo
California
$4.32M +$104K +5,251 +2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$2.88M -$3.79M -191,628 -57%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.82M +$196K +9,910 +7%
Lido Advisors
11
Lido Advisors
California
$2.4M -$239K -12,071 -9%
TSW
12
Thompson Siegel & Walmsley
Virginia
$1.94M
EE
13
EWG Elevate
California
$1.92M +$184K +9,296 +10%
CAN
14
Cetera Advisor Networks
California
$1.9M +$144K +7,289 +8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.86M +$198K +9,993 +12%
FTUS
16
Flow Traders U.S.
New York
$1.78M +$1.58M +79,895 +675%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.61M +$38.1K +1,929 +2%
CI
18
Cavalier Investments
Georgia
$1.43M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.26M +$204K +10,303 +19%
BRWA
20
B. Riley Wealth Advisors
Florida
$1.18M +$891K +45,069 +289%
NRI
21
NFP Retirement Inc
California
$991K -$249K -12,571 -20%
WS
22
Wedbush Securities
California
$890K +$38.4K +1,944 +4%
KAS
23
Kestra Advisory Services
Texas
$863K -$906K -45,836 -51%
TCM
24
Triumph Capital Management
Colorado
$831K -$7.73K -391 -0.9%
JPLA
25
Joseph P. Lucia & Associates
New York
$809K -$58K -2,935 -7%

DIV Hedge Fund Activity: Q3 2021 in Review

91 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2021, worth a combined $119M — down 14% from $138M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of DIV and 14 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 34 added.

The largest buyer was Flow Traders U.S., adding an estimated $1.58M. The largest seller was Bank of Montreal, cutting an estimated $3.79M.

  • 91 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2021, down from 96 in Q2 2021.
  • Funds reported $119M of Global X SuperDividend US ETF stock for Q3 2021, down 14% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend US ETF positions in Q3 2021 and 17 closed out, a net change of -3 holders.
  • The largest Global X SuperDividend US ETF buyer in Q3 2021 was Flow Traders U.S., an estimated $1.58M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2021 was Bank of Montreal, an estimated $3.79M sold.

Based on aggregated 13F filings for Q3 2021.