We are live on ! Find out more
DIV icon

Global X SuperDividend US ETF

122 hedge funds and large institutions have $167M invested in Global X SuperDividend US ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

12% more funds holding

Funds holding: 109122 (+13)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

3.66% less ownership

Funds ownership: 29.94%26.28% (-3.7%)

29% less capital invested

Capital invested by funds: $235M → $167M (-$68.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
34
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
1
Fukoku Mutual Life Insurance
Japan
$26.6M
Morgan Stanley
2
Morgan Stanley
New York
$20.9M +$2.71M +145,722 +14%
AWM
3
AE Wealth Management
Kansas
$17.4M -$3.98M -214,282 -18%
LPL Financial
4
LPL Financial
California
$15.6M +$1.07M +57,622 +7%
Bank of America
5
Bank of America
North Carolina
$15M +$263K +14,156 +2%
Wells Fargo
6
Wells Fargo
California
$11.9M +$765K +41,147 +7%
CFP
7
Curran Financial Partners
South Carolina
$5.71M +$509K +27,381 +9%
GXJ
8
Global X Japan
Japan
$5.32M +$729K +39,226 +15%
Wealthfront Advisers
9
Wealthfront Advisers
California
$4.89M +$129K +6,966 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.45M +$92K +4,951 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$2.69M +$2.77M +149,264 New
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$2.4M -$37.2K -2,000 -1%
SW
13
SMART Wealth
Nebraska
$2.39M +$164K +8,831 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.09M +$38.9K +2,095 +2%
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$1.94M +$1.55M +83,431 +344%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.91M +$161K +8,663 +9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.67M +$158K +8,524 +10%
SWP
18
Stratos Wealth Partners
Ohio
$1.28M +$91.7K +4,935 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.07M -$48.8K -2,628 -4%
UBS Group
20
UBS Group
Switzerland
$767K -$52.2K -2,807 -6%
WS
21
Wedbush Securities
California
$743K -$56.7K -3,053 -7%
JP Morgan Chase
22
JP Morgan Chase
New York
$718K +$140K +7,506 +23%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$712K +$734K +39,480 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$678K -$156K -8,388 -18%
Two Sigma Investments
25
Two Sigma Investments
New York
$653K -$1.23M -66,300 -65%

DIV Hedge Fund Activity: Q4 2024 in Review

122 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2024, worth a combined $167M — down 29% from $235M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIV positions and 12 closed out — a net gain of 15 holders — while 34 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.71M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $65.7M sold.

  • 122 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2024, up from 109 in Q3 2024.
  • Funds reported $167M of Global X SuperDividend US ETF stock for Q4 2024, down 29% quarter-over-quarter.
  • 27 funds opened new Global X SuperDividend US ETF positions in Q4 2024 and 12 closed out, a net change of +15 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2024 was Morgan Stanley, an estimated $2.71M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2024 was Evergreen Capital Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q4 2024.