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Global X SuperDividend US ETF

110 hedge funds and large institutions have $155M invested in Global X SuperDividend US ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

7% more capital invested

Capital invested by funds: $145M → $155M (+$9.77M)

5% more funds holding

Funds holding: 105110 (+5)

1.97% more ownership

Funds ownership: 24.02%25.99% (+2%)

71% less call options, than puts

Call options by funds: $50K | Put options by funds: $172K

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
41
Reduced
29
Closed
13
Calls
$50K
Puts
$172K
Net Calls
-$122K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$25.8M +$784K +46,685 +3%
Morgan Stanley
2
Morgan Stanley
New York
$20.9M +$794K +47,331 +4%
FMLI
3
Fukoku Mutual Life Insurance
Japan
$17M +$10.4M +617,000 +142%
LPL Financial
4
LPL Financial
California
$15.5M +$73.1K +4,357 +0.5%
Bank of America
5
Bank of America
North Carolina
$14.2M +$1.26M +74,997 +9%
Wells Fargo
6
Wells Fargo
California
$9.2M +$490K +29,223 +5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$4.06M +$317K +18,910 +8%
CFP
8
Curran Financial Partners
South Carolina
$3.81M +$241K +14,348 +6%
Wealthfront Advisers
9
Wealthfront Advisers
California
$3.34M +$218K +12,960 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.18M -$685K -40,811 -17%
EE
11
EWG Elevate
California
$2.77M -$8.64K -515 -0.3%
RJA
12
Raymond James & Associates
Florida
$2.69M -$249K -14,827 -8%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$2.07M +$101K +6,000 +5%
ASN
14
Advisory Services Network
Georgia
$1.58M +$1.64M +97,723 New
TCM
15
Triumph Capital Management
Colorado
$1.5M +$262K +15,599 +20%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.38M -$203K -12,083 -12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.31M +$112K +6,663 +9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.29M -$157K -9,360 -11%
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$1.28M +$130K +7,719 +11%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.19M +$38.4K +2,286 +3%
NAM
21
NTV Asset Management
West Virginia
$888K -$58.7K -3,500 -6%
CAN
22
Cetera Advisor Networks
California
$865K +$13.8K +823 +2%
WS
23
Wedbush Securities
California
$800K +$15.4K +920 +2%
UBS Group
24
UBS Group
Switzerland
$659K -$18.4K -1,099 -3%
VWM
25
Valley Wealth Managers
New Jersey
$628K +$651K +38,773 New

DIV Hedge Fund Activity: Q3 2023 in Review

110 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2023, worth a combined $155M — up 6.7% from $145M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DIV positions and 13 closed out — a net gain of 6 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Fukoku Mutual Life Insurance, adding an estimated $10.4M. The largest seller was RFG Advisory, exiting entirely with an estimated $820K sold.

  • 110 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2023, up from 105 in Q2 2023.
  • Funds reported $155M of Global X SuperDividend US ETF stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 19 funds opened new Global X SuperDividend US ETF positions in Q3 2023 and 13 closed out, a net change of +6 holders.
  • The largest Global X SuperDividend US ETF buyer in Q3 2023 was Fukoku Mutual Life Insurance, an estimated $10.4M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2023 was RFG Advisory, an estimated $820K sold.

Based on aggregated 13F filings for Q3 2023.