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Global X SuperDividend US ETF

103 hedge funds and large institutions have $138M invested in Global X SuperDividend US ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

0.01% more ownership

Funds ownership: 22.6%22.61% (+0.01%)

7% less funds holding

Funds holding: 111103 (-8)

10% less capital invested

Capital invested by funds: $154M → $138M (-$15.5M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $566K

Holders
103
Holders Change
-8
Holders Change %
-7.21%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
34
Closed
18
Calls
$70K
Puts
$566K
Net Calls
-$496K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$23M +$1.87M +101,468 +8%
LPL Financial
2
LPL Financial
California
$19.4M +$5.88M +318,872 +40%
Bank of America
3
Bank of America
North Carolina
$16.1M +$5.37M +291,069 +46%
Morgan Stanley
4
Morgan Stanley
New York
$13M -$928K -50,344 -6%
Wells Fargo
5
Wells Fargo
California
$9.42M -$1.9M -102,768 -16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.9M -$115K -6,239 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.02M -$311K -16,873 -7%
CFP
8
Curran Financial Partners
South Carolina
$3.48M +$545K +29,558 +17%
RJA
9
Raymond James & Associates
Florida
$3.4M +$151K +8,184 +4%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$3.14M +$350K +19,000 +12%
Wealthfront Advisers
11
Wealthfront Advisers
California
$3.1M -$11.5K -621 -0.3%
EE
12
EWG Elevate
California
$2.79M +$2.94M +159,664 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.67M -$258K -13,979 -13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.41M +$195K +10,592 +15%
DADC
15
D.A. Davidson & Co
Montana
$1.38M +$8.3K +450 +0.6%
TCM
16
Triumph Capital Management
Colorado
$1.37M +$550K +29,828 +61%
VFM
17
Valley Financial Management
New York
$1.16M -$385K -20,857 -24%
NAM
18
NTV Asset Management
West Virginia
$1.02M +$3.69K +200 +0.3%
UBS Group
19
UBS Group
Switzerland
$967K +$17.6K +953 +2%
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
$942K +$132K +7,182 +15%
Citadel Advisors
21
Citadel Advisors
Florida
$942K +$931K +50,467 +1,433%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$877K -$2.64M -143,068 -74%
AWA
23
Arete Wealth Advisors
Illinois
$856K +$905K +49,069 New
WS
24
Wedbush Securities
California
$849K +$44.4K +2,406 +5%
CAN
25
Cetera Advisor Networks
California
$848K -$77.1K -4,180 -8%

DIV Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2023, worth a combined $138M — down 10% from $154M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of DIV and 12 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 42 added.

The largest buyer was LPL Financial, adding an estimated $5.88M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $4.16M sold.

  • 103 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $138M of Global X SuperDividend US ETF stock for Q1 2023, down 10% quarter-over-quarter.
  • 12 funds opened new Global X SuperDividend US ETF positions in Q1 2023 and 18 closed out, a net change of -6 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2023 was LPL Financial, an estimated $5.88M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2023 was Janney Montgomery Scott, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2023.