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Global X SuperDividend US ETF

104 hedge funds and large institutions have $144M invested in Global X SuperDividend US ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 102104 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

81% less capital invested

Capital invested by funds: $775M → $144M (-$630M)

89.12% less ownership

Funds ownership: 109.61%20.49% (-89%)

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
49
Reduced
25
Closed
12
Calls
$395K
Puts
Net Calls
+$395K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$21.7M +$1.93M +94,389 +9%
LPL Financial
2
LPL Financial
California
$20M +$8M +390,475 +61%
Morgan Stanley
3
Morgan Stanley
New York
$13.6M +$753K +36,775 +6%
Bank of America
4
Bank of America
North Carolina
$9.19M -$8.32M -406,292 -46%
Wells Fargo
5
Wells Fargo
California
$7.05M -$2.05M -100,093 -22%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.33M +$1.46M +71,145 +28%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.04M +$1.11M +54,041 +26%
FCMA
8
Foresight Capital Management Advisors
Michigan
$4.04M -$48.5K -2,365 -1%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$4.03M +$2.19M +107,000 +107%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.72M +$227K +11,073 +6%
Lido Advisors
11
Lido Advisors
California
$3.52M +$899K +43,874 +32%
RJA
12
Raymond James & Associates
Florida
$3.33M +$2.17M +105,851 +162%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.15M +$839K +40,975 +34%
Wealthfront Advisers
14
Wealthfront Advisers
California
$2.84M +$1.08M +52,931 +57%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.36M +$1.91M +93,299 +333%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.35M +$650K +31,722 +36%
CFP
17
Curran Financial Partners
South Carolina
$2.06M +$765K +37,362 +54%
OMC
18
Old Mission Capital
Illinois
$1.34M +$1.41M +68,838 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.3M +$41.2K +2,011 +3%
NAM
20
NTV Asset Management
West Virginia
$1.17M +$66.1K +3,225 +6%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.08M +$1.58K +77 +0.1%
UBS Group
22
UBS Group
Switzerland
$1.06M +$273K +13,348 +33%
APA
23
American Portfolios Advisors
New York
$981K -$143K -6,985 -12%
CAN
24
Cetera Advisor Networks
California
$978K +$105K +5,125 +11%
WS
25
Wedbush Securities
California
$903K -$9.04K -441 -0.9%

DIV Hedge Fund Activity: Q2 2022 in Review

104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2022, worth a combined $144M — down 81% from $775M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DIV positions and 12 closed out — a net gain of 2 holders — while 49 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $8M. The largest seller was Stonegate Investment Group, exiting entirely with an estimated $625M sold.

  • 104 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2022, up from 102 in Q1 2022.
  • Funds reported $144M of Global X SuperDividend US ETF stock for Q2 2022, down 81% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend US ETF positions in Q2 2022 and 12 closed out, a net change of +2 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2022 was LPL Financial, an estimated $8M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2022 was Stonegate Investment Group, an estimated $625M sold.

Based on aggregated 13F filings for Q2 2022.