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Global X SuperDividend US ETF

111 hedge funds and large institutions have $154M invested in Global X SuperDividend US ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,143% more call options, than puts

Call options by funds: $609K | Put options by funds: $49K

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

33% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 33

9% more funds holding

Funds holding: 102111 (+9)

9% more capital invested

Capital invested by funds: $141M → $154M (+$12.4M)

0.36% more ownership

Funds ownership: 22.23%22.6% (+0.36%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
44
Reduced
33
Closed
11
Calls
$609K
Puts
$49K
Net Calls
+$560K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$22.8M +$176K +9,346 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$14.9M +$504K +26,749 +3%
LPL Financial
3
LPL Financial
California
$14.9M +$962K +51,008 +7%
Wells Fargo
4
Wells Fargo
California
$12.1M +$1.4M +74,463 +13%
Bank of America
5
Bank of America
North Carolina
$11.9M +$1.55M +82,033 +15%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.47M -$9.63K -511 -0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.64M +$873K +46,287 +23%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.56M -$59.7K -3,169 -1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.16M +$146K +7,727 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.63M +$122K +6,473 +3%
RJA
11
Raymond James & Associates
Florida
$3.51M +$145K +7,694 +4%
Wealthfront Advisers
12
Wealthfront Advisers
California
$3.35M +$202K +10,692 +6%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.29M +$160K +8,483 +5%
CFP
14
Curran Financial Partners
South Carolina
$3.2M +$488K +25,900 +18%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$3.03M +$434K +23,000 +17%
Lido Advisors
16
Lido Advisors
California
$2.82M -$379K -20,087 -12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.06M -$126K -6,670 -6%
VFM
18
Valley Financial Management
New York
$1.65M +$61.6K +3,270 +4%
DADC
19
D.A. Davidson & Co
Montana
$1.48M +$936K +49,660 +170%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$1.4M +$381K +20,191 +37%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.32M +$50.7K +2,692 +4%
NAM
22
NTV Asset Management
West Virginia
$1.09M -$37.7K -2,000 -3%
UBS Group
23
UBS Group
Switzerland
$1.02M +$65.6K +3,480 +7%
CAN
24
Cetera Advisor Networks
California
$991K -$72.2K -3,830 -7%
Goldman Sachs
25
Goldman Sachs
New York
$931K +$934K +49,571 New

DIV Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2022, worth a combined $154M — up 8.8% from $141M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DIV positions and 11 closed out — a net gain of 12 holders — while 44 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $1.55M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $960K sold.

  • 111 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2022, up from 102 in Q3 2022.
  • Funds reported $154M of Global X SuperDividend US ETF stock for Q4 2022, up 8.8% quarter-over-quarter.
  • 23 funds opened new Global X SuperDividend US ETF positions in Q4 2022 and 11 closed out, a net change of +12 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2022 was Bank of America, an estimated $1.55M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2022 was Arete Wealth Advisors, an estimated $960K sold.

Based on aggregated 13F filings for Q4 2022.