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Global X SuperDividend US ETF
DIV

117 hedge funds and large institutions have $188M invested in Global X SuperDividend US ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $110K | Put options by funds: $62K

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

22% more capital invested

Capital invested by funds: $155M → $188M (+$33.8M)

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

6% more funds holding

Funds holding: 110 → 117 (+7)

5.09% more ownership

Funds ownership: 25.99% → 31.08% (+5.1%)

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
41
Reduced
34
Closed
15
Calls
$110K
Puts
$62K
Net Calls
+$48K
Net Calls Change
+$170K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.8M
2
FMLI
Fukoku Mutual Life Insurance
Japan
+$6.92M
3
SWP
Stratos Wealth Partners
Ohio
+$1.22M
4
RA
RFG Advisory
Alabama
+$925K
5
Jane Street
Jane Street
New York
+$712K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$6.21M
2
VWM
Valley Wealth Managers
New Jersey
-$631K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$521K
4
AWA
Arete Wealth Advisors
Illinois
-$517K
5
Osaic Holdings
Osaic Holdings
Arizona
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42M +$18.8M +1,153,079 +89%
AWM
2
AE Wealth Management
Kansas
$27.7M +$29.1K +1,789 +0.1%
FMLI
3
Fukoku Mutual Life Insurance
Japan
$25.3M +$6.92M +425,000 +40%
Bank of America
4
Bank of America
North Carolina
$14.7M -$314K -19,305 -2%
Wells Fargo
5
Wells Fargo
California
$10M +$234K +14,380 +3%
LPL Financial
6
LPL Financial
California
$9.86M -$6.21M -381,825 -40%
CFP
7
Curran Financial Partners
South Carolina
$4.34M +$310K +19,063 +8%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.3M -$3.58K -220 -0.1%
Wealthfront Advisers
9
Wealthfront Advisers
California
$3.75M +$190K +11,698 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.27M -$100K -6,142 -3%
EE
11
EWG Elevate
California
$2.79M -$142K -8,716 -5%
GXJ
12
Global X Japan
Japan
$2.49M +$2.36M +144,800 New
RJA
13
Raymond James & Associates
Florida
$2.42M -$417K -25,620 -15%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$2.27M +$65.1K +4,000 +3%
ASN
15
Advisory Services Network
Georgia
$1.67M -$9.8K -602 -0.6%
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$1.52M +$154K +9,447 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.43M +$53.5K +3,289 +4%
SWP
18
Stratos Wealth Partners
Ohio
$1.28M +$1.22M +74,742 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.19M -$196K -12,056 -15%
TCM
20
Triumph Capital Management
Colorado
$1.11M -$464K -28,485 -31%
RA
21
RFG Advisory
Alabama
$977K +$925K +56,853 New
NAM
22
NTV Asset Management
West Virginia
$947K +$4.88K +300 +0.5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$919K -$521K -31,989 -37%
WS
24
Wedbush Securities
California
$828K -$19.7K -1,210 -2%
UBS Group
25
UBS Group
Switzerland
$775K +$72.5K +4,455 +11%
1
2 3 4 5

DIV Hedge Fund Activity: Q4 2023 in Review

117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2023, worth a combined $188M — up 22% from $155M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DIV positions and 15 closed out — a net gain of 8 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was LPL Financial, cutting an estimated $6.21M.

  • 117 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $188M of Global X SuperDividend US ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 23 funds opened new Global X SuperDividend US ETF positions in Q4 2023 and 15 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2023 was LPL Financial, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2023.