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Global X SuperDividend US ETF

105 hedge funds and large institutions have $145M invested in Global X SuperDividend US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $264K | Put options by funds: $82K

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $138M → $145M (+$6.96M)

2% more funds holding

Funds holding: 103105 (+2)

1.41% more ownership

Funds ownership: 22.61%24.02% (+1.4%)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
30
Reduced
35
Closed
18
Calls
$264K
Puts
$82K
Net Calls
+$182K
Net Calls Change
+$678K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$25.8M +$3.89M +231,502 +18%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M +$8.4M +499,728 +67%
LPL Financial
3
LPL Financial
California
$15.9M -$2.68M -159,425 -14%
Bank of America
4
Bank of America
North Carolina
$13.4M -$2.06M -122,520 -13%
Wells Fargo
5
Wells Fargo
California
$9M -$16K -955 -0.2%
FMLI
6
Fukoku Mutual Life Insurance
Japan
$7.23M +$7.28M +433,000 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.96M -$98K -5,833 -2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.87M +$3.89M +231,770 New
CFP
9
Curran Financial Partners
South Carolina
$3.69M +$356K +21,214 +11%
Wealthfront Advisers
10
Wealthfront Advisers
California
$3.23M +$265K +15,765 +9%
RJA
11
Raymond James & Associates
Florida
$3.02M -$232K -13,797 -7%
EE
12
EWG Elevate
California
$2.86M +$198K +11,766 +7%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$2.04M -$975K -58,000 -32%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.63M -$4.04M -240,438 -71%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.49M -$114K -6,760 -7%
TCM
16
Triumph Capital Management
Colorado
$1.29M -$21.8K -1,298 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.24M -$111K -6,586 -8%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.19M -$2.67M -158,810 -69%
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$1.19M +$290K +17,251 +32%
NAM
20
NTV Asset Management
West Virginia
$974K
CAN
21
Cetera Advisor Networks
California
$878K +$67.6K +4,021 +8%
RA
22
RFG Advisory
Alabama
$820K +$84.3K +5,018 +11%
WS
23
Wedbush Securities
California
$809K -$2.84K -169 -0.3%
AWA
24
Arete Wealth Advisors
Illinois
$780K -$39.7K -2,362 -5%
VFM
25
Valley Financial Management
New York
$736K -$378K -22,488 -34%

DIV Hedge Fund Activity: Q2 2023 in Review

105 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2023, worth a combined $145M — up 5% from $138M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIV positions and 18 closed out — a net gain of 2 holders — while 30 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.4M. The largest seller was Envestnet Asset Management, cutting an estimated $4.04M.

  • 105 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2023, up from 103 in Q1 2023.
  • Funds reported $145M of Global X SuperDividend US ETF stock for Q2 2023, up 5% quarter-over-quarter.
  • 20 funds opened new Global X SuperDividend US ETF positions in Q2 2023 and 18 closed out, a net change of +2 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2023 was Morgan Stanley, an estimated $8.4M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2023.