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Global X SuperDividend US ETF

102 hedge funds and large institutions have $775M invested in Global X SuperDividend US ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

449% more capital invested

Capital invested by funds: $141M → $775M (+$634M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89.62% more ownership

Funds ownership: 19.99%109.61% (+90%)

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

2% more funds holding

Funds holding: 100102 (+2)

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
39
Reduced
27
Closed
14
Calls
$391K
Puts
Net Calls
+$391K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1
Stonegate Investment Group
Alabama
$625M +$616M +29,823,677 New
AWM
2
AE Wealth Management
Kansas
$21.6M +$234K +11,318 +1%
Bank of America
3
Bank of America
North Carolina
$18.6M +$736K +35,629 +4%
Morgan Stanley
4
Morgan Stanley
New York
$14M +$732K +35,446 +6%
LPL Financial
5
LPL Financial
California
$13.4M +$1.29M +62,654 +11%
Wells Fargo
6
Wells Fargo
California
$9.76M +$2.78M +134,535 +41%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.36M +$58.5K +2,831 +1%
FCMA
8
Foresight Capital Management Advisors
Michigan
$4.43M +$147K +7,119 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.33M +$272K +13,187 +7%
SC
10
Scotia Capital
Ontario, Canada
$3.8M -$2.71M -131,083 -42%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.8M +$1.52M +73,504 +69%
Lido Advisors
12
Lido Advisors
California
$2.89M +$525K +25,410 +23%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.56M +$260K +12,566 +12%
EE
14
EWG Elevate
California
$2.48M +$248K +12,009 +11%
TSW
15
Thompson Siegel & Walmsley
Virginia
$2.11M
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$2.11M -$2.33M -113,000 -53%
Wealthfront Advisers
17
Wealthfront Advisers
California
$1.96M +$1.23M +59,453 +177%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.88M -$21.5K -1,039 -1%
CFP
19
Curran Financial Partners
South Carolina
$1.45M +$766K +37,104 +118%
RJA
20
Raymond James & Associates
Florida
$1.38M -$59.9K -2,898 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.37M -$35.1K -1,697 -3%
DWM
22
Doyle Wealth Management
Florida
$1.37M +$1.34M +64,734 New
JWCA
23
J.W. Cole Advisors
Florida
$1.37M +$21.8K +1,053 +2%
MHS
24
M Holdings Securities
Oregon
$1.31M +$1.28M +62,177 New
APA
25
American Portfolios Advisors
New York
$1.21M +$1.01M +49,012 +585%

DIV Hedge Fund Activity: Q1 2022 in Review

102 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2022, worth a combined $775M — up 449% from $141M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DIV positions and 14 closed out — a net gain of 5 holders — while 39 added to existing stakes and 27 trimmed.

The largest buyer was Stonegate Investment Group, opening a new position worth an estimated $616M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $3.59M.

  • 102 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2022, up from 100 in Q4 2021.
  • Funds reported $775M of Global X SuperDividend US ETF stock for Q1 2022, up 449% quarter-over-quarter.
  • 19 funds opened new Global X SuperDividend US ETF positions in Q1 2022 and 14 closed out, a net change of +5 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2022 was Stonegate Investment Group, an estimated $616M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2022 was Mariner Independent Advisor Network, an estimated $3.59M sold.

Based on aggregated 13F filings for Q1 2022.