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Global X SuperDividend US ETF

121 hedge funds and large institutions have $156M invested in Global X SuperDividend US ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $83K | Put options by funds: $40K

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 117121 (+4)

6.04% less ownership

Funds ownership: 31.08%25.04% (-6%)

17% less capital invested

Capital invested by funds: $188M → $156M (-$32.2M)

43% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
29
Reduced
51
Closed
11
Calls
$83K
Puts
$40K
Net Calls
+$43K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
1
Fukoku Mutual Life Insurance
Japan
$25.7M
AWM
2
AE Wealth Management
Kansas
$19.5M -$8.01M -472,140 -30%
Wells Fargo
3
Wells Fargo
California
$15.7M +$5.47M +322,592 +55%
Morgan Stanley
4
Morgan Stanley
New York
$15.6M -$26.2M -1,547,458 -63%
Bank of America
5
Bank of America
North Carolina
$13.7M -$1.14M -67,013 -8%
LPL Financial
6
LPL Financial
California
$8.81M -$1.14M -66,949 -12%
CFP
7
Curran Financial Partners
South Carolina
$4.57M +$143K +8,446 +3%
Wealthfront Advisers
8
Wealthfront Advisers
California
$4.13M +$332K +19,589 +9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.55M -$784K -46,234 -18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.5M +$180K +10,602 +6%
GXJ
11
Global X Japan
Japan
$2.51M
RJA
12
Raymond James & Associates
Florida
$2.35M -$95.8K -5,650 -4%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$1.98M -$305K -18,000 -14%
ACM
14
Arlington Capital Management
Illinois
$1.75M +$553K +32,593 New
EE
15
EWG Elevate
California
$1.52M -$1.26M -74,587 -46%
SW
16
SMART Wealth
Nebraska
$1.38M +$1.34M +79,253 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.37M +$169K +9,947 +14%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.37M -$72.6K -4,280 -5%
SWP
19
Stratos Wealth Partners
Ohio
$1.19M -$108K -6,353 -8%
TCM
20
Triumph Capital Management
Colorado
$1.09M -$21.1K -1,245 -2%
RA
21
RFG Advisory
Alabama
$1.01M +$16K +943 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1M +$72.4K +4,270 +8%
PIWA
23
Prevail Innovative Wealth Advisors
Kansas
$985K +$198K +11,681 +26%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$955K +$931K +54,893 New
NAM
25
NTV Asset Management
West Virginia
$912K -$45.8K -2,700 -5%

DIV Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2024, worth a combined $156M — down 17% from $188M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DIV positions and 11 closed out — a net gain of 4 holders — while 29 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.47M. The largest seller was Morgan Stanley, cutting an estimated $26.2M.

  • 121 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2024, up from 117 in Q4 2023.
  • Funds reported $156M of Global X SuperDividend US ETF stock for Q1 2024, down 17% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend US ETF positions in Q1 2024 and 11 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2024 was Wells Fargo, an estimated $5.47M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2024 was Morgan Stanley, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2024.