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Global X SuperDividend US ETF

102 hedge funds and large institutions have $141M invested in Global X SuperDividend US ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

1.74% more ownership

Funds ownership: 20.49%22.23% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $144M → $141M (-$3.28M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 104102 (-2)

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
45
Reduced
26
Closed
16
Calls
$390K
Puts
Net Calls
+$390K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$21.2M +$1.75M +88,140 +8%
Morgan Stanley
2
Morgan Stanley
New York
$13.5M +$1.34M +67,685 +10%
LPL Financial
3
LPL Financial
California
$13.1M -$5.67M -286,113 -28%
Wells Fargo
4
Wells Fargo
California
$10M +$4.08M +205,891 +57%
Bank of America
5
Bank of America
North Carolina
$9.7M +$1.54M +77,432 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.08M +$387K +19,522 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.33M -$266K -13,397 -5%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.77M +$4.24M +213,583 New
FCMA
9
Foresight Capital Management Advisors
Michigan
$3.73M +$79K +3,986 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.54M +$1.57M +79,345 +65%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.29M -$83K -4,186 -2%
RJA
12
Raymond James & Associates
Florida
$3.15M +$158K +7,947 +5%
Lido Advisors
13
Lido Advisors
California
$3M -$213K -10,742 -6%
Wealthfront Advisers
14
Wealthfront Advisers
California
$2.96M +$430K +21,698 +15%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.93M +$86.7K +4,373 +3%
CFP
16
Curran Financial Partners
South Carolina
$2.54M +$757K +38,200 +36%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$2.43M -$1.37M -69,000 -33%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.05M -$87K -4,387 -4%
VFM
19
Valley Financial Management
New York
$1.48M +$1.67M +84,143 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.19M +$15.5K +782 +1%
NAM
21
NTV Asset Management
West Virginia
$1.06M
CAN
22
Cetera Advisor Networks
California
$998K +$126K +6,344 +13%
AWA
23
Arete Wealth Advisors
Illinois
$960K +$1.08M +54,464 New
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$959K +$539K +27,188 +100%
APA
25
American Portfolios Advisors
New York
$955K +$74.7K +3,767 +7%

DIV Hedge Fund Activity: Q3 2022 in Review

102 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2022, worth a combined $141M — down 2.3% from $144M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DIV and 15 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 45 added.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $4.24M. The largest seller was LPL Financial, cutting an estimated $5.67M.

  • 102 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2022, down from 104 in Q2 2022.
  • Funds reported $141M of Global X SuperDividend US ETF stock for Q3 2022, down 2.3% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend US ETF positions in Q3 2022 and 16 closed out, a net change of -1 holder.
  • The largest Global X SuperDividend US ETF buyer in Q3 2022 was Janney Montgomery Scott, an estimated $4.24M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2022 was LPL Financial, an estimated $5.67M sold.

Based on aggregated 13F filings for Q3 2022.