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Global X S&P 500 Quality Dividend ETF

16 hedge funds and large institutions have $30.1M invested in Global X S&P 500 Quality Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

6% more capital invested

Capital invested by funds: $28.5M → $30.1M (+$1.61M)

4.15% less ownership

Funds ownership: 47.04%42.89% (-4.2%)

16% less funds holding

Funds holding: 1916 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
2
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$12.1M +$2.56M +80,000 +27%
SHJ
2
Sharkey, Howes & Javer
Colorado
$9.47M +$10K +314 +0.1%
RJA
3
Raymond James & Associates
Florida
$3.6M +$238K +7,444 +7%
LPL Financial
4
LPL Financial
California
$1.45M +$226K +7,088 +18%
DF
5
Donoghue Forlines
Massachusetts
$1.1M +$1.11M +34,603 New
WI
6
WBI Investments
New Jersey
$1.05M +$1.05M +32,938 New
HI
7
Harbour Investments
Wisconsin
$432K +$279K +8,733 +181%
Osaic Holdings
8
Osaic Holdings
Arizona
$396K +$68K +2,129 +21%
Stifel Financial
9
Stifel Financial
Missouri
$247K +$248K +7,756 New
FCAG
10
First Capital Advisors Group
New Jersey
$102K +$102K +3,191 New
NA
11
NewEdge Advisors
Louisiana
$41.5K -$2.56K -80 -6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$33.1K
CIAS
13
Capital Investment Advisory Services
North Carolina
$17.1K
ACA
14
Aptus Capital Advisors
Alabama
$6.63K
CAL
15
Capital Advisors Ltd
Ohio
$4K -$2.4K -75 -41%
LWP
16
Lumature Wealth Partners
Georgia
$3.19K +$3.19K +100 New
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
-$2.96M -93,360 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$519K -16,362 Closed
BW
19
Bison Wealth
Georgia
-$272K -8,350 Closed
MCC
20
Money Concepts Capital
Florida
-$87.1K -2,746 Closed
UBS Group
21
UBS Group
Switzerland
-$5.68K -179 Closed
AWM
22
Accurate Wealth Management
Florida
-$4.83K -148 Closed
Simplex Trading
23
Simplex Trading
Illinois
-$3K -100 Closed

QDIV Hedge Fund Activity: Q1 2023 in Review

16 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Quality Dividend ETF (QDIV) for Q1 2023, worth a combined $30.1M — up 5.7% from $28.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of QDIV and 5 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 6 added.

The largest buyer was Citigroup, adding an estimated $2.56M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $2.96M sold.

  • 16 institutional investors held Global X S&P 500 Quality Dividend ETF (QDIV) as of Q1 2023, down from 19 in Q4 2022.
  • Funds reported $30.1M of Global X S&P 500 Quality Dividend ETF stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 5 funds opened new Global X S&P 500 Quality Dividend ETF positions in Q1 2023 and 7 closed out, a net change of -2 holders.
  • The largest Global X S&P 500 Quality Dividend ETF buyer in Q1 2023 was Citigroup, an estimated $2.56M added.
  • The largest Global X S&P 500 Quality Dividend ETF seller in Q1 2023 was Mirae Asset Global Investments, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2023.