We are live on ! Find out more
DIV icon

Global X SuperDividend US ETF

100 hedge funds and large institutions have $141M invested in Global X SuperDividend US ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

19% more capital invested

Capital invested by funds: $119M → $141M (+$22.2M)

10% more funds holding

Funds holding: 91100 (+9)

1.73% more ownership

Funds ownership: 18.25%19.99% (+1.7%)

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
37
Reduced
24
Closed
13
Calls
$639K
Puts
Net Calls
+$639K
Net Calls Change
+$639K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$21.1M +$594K +29,269 +3%
Bank of America
2
Bank of America
North Carolina
$17.6M +$62K +3,055 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M -$1.43M -70,570 -10%
LPL Financial
4
LPL Financial
California
$11.9M +$531K +26,138 +5%
Wells Fargo
5
Wells Fargo
California
$6.83M +$2.14M +105,637 +48%
SC
6
Scotia Capital
Ontario, Canada
$6.48M +$1.01M +49,510 +19%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.23M +$2.16M +106,140 +73%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$4.43M -$688K -33,900 -14%
FCMA
9
Foresight Capital Management Advisors
Michigan
$4.22M +$4.12M +202,675 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4M -$638K -31,426 -14%
MIAN
11
Mariner Independent Advisor Network
Kansas
$3.99M +$3.87M +190,784 New
Lido Advisors
12
Lido Advisors
California
$2.32M -$239K -11,788 -10%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.26M +$1.95M +96,165 +780%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.22M +$213K +10,500 +11%
EE
15
EWG Elevate
California
$2.19M +$127K +6,239 +6%
TSW
16
Thompson Siegel & Walmsley
Virginia
$2.08M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.88M +$150K +7,369 +9%
SWP
18
Stratos Wealth Partners
Ohio
$1.78M +$1.73M +85,371 New
RJA
19
Raymond James & Associates
Florida
$1.42M +$776K +38,229 +128%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.39M +$40.5K +1,997 +3%
JWCA
21
J.W. Cole Advisors
Florida
$1.33M +$1.29M +63,672 New
BRWA
22
B. Riley Wealth Advisors
Florida
$1.16M -$103K -5,095 -8%
TCM
23
Triumph Capital Management
Colorado
$946K +$54K +2,661 +6%
WS
24
Wedbush Securities
California
$931K -$22.1K -1,086 -2%
NRI
25
NFP Retirement Inc
California
$828K -$228K -11,248 -22%

DIV Hedge Fund Activity: Q4 2021 in Review

100 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2021, worth a combined $141M — up 19% from $119M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DIV positions and 13 closed out — a net gain of 10 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $3.87M. The largest seller was Bank of Montreal, exiting entirely with an estimated $2.88M sold.

  • 100 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2021, up from 91 in Q3 2021.
  • Funds reported $141M of Global X SuperDividend US ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 23 funds opened new Global X SuperDividend US ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2021 was Mariner Independent Advisor Network, an estimated $3.87M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2021 was Bank of Montreal, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2021.