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Global X S&P 500 Quality Dividend ETF

18 hedge funds and large institutions have $32M invested in Global X S&P 500 Quality Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

13% more funds holding

Funds holding: 1618 (+2)

6% more capital invested

Capital invested by funds: $30.1M → $32M (+$1.9M)

1.02% more ownership

Funds ownership: 42.89%43.91% (+1%)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$12M
SHJ
2
Sharkey, Howes & Javer
Colorado
$9.8M +$428K +13,775 +5%
RJA
3
Raymond James & Associates
Florida
$3.55M -$13.9K -446 -0.4%
LPL Financial
4
LPL Financial
California
$1.75M +$310K +9,968 +22%
WI
5
WBI Investments
New Jersey
$1.32M +$282K +9,067 +28%
DF
6
Donoghue Forlines
Massachusetts
$1.03M -$55.5K -1,784 -5%
HI
7
Harbour Investments
Wisconsin
$575K +$145K +4,673 +34%
Osaic Holdings
8
Osaic Holdings
Arizona
$488K +$95.1K +3,056 +25%
Goldman Sachs
9
Goldman Sachs
New York
$455K +$449K +14,440 New
SFC
10
Strategic Financial Concepts
Texas
$303K +$299K +9,602 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$269K +$266K +8,538 New
Stifel Financial
12
Stifel Financial
Missouri
$235K -$9.33K -300 -4%
FCAG
13
First Capital Advisors Group
New Jersey
$101K
NA
14
NewEdge Advisors
Louisiana
$42.6K +$1.52K +49 +4%
UBS Group
15
UBS Group
Switzerland
$40.5K +$40K +1,285 New
CIAS
16
Capital Investment Advisory Services
North Carolina
$16.9K
ACA
17
Aptus Capital Advisors
Alabama
$6.56K
CAL
18
Capital Advisors Ltd
Ohio
$3K
Wells Fargo
19
Wells Fargo
California
$6
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
-$33.1K -1,039 Closed
LWP
21
Lumature Wealth Partners
Georgia
-$3.19K -100 Closed

QDIV Hedge Fund Activity: Q2 2023 in Review

18 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Quality Dividend ETF (QDIV) for Q2 2023, worth a combined $32M — up 6.3% from $30.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new QDIV positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $449K. The largest seller was Donoghue Forlines, cutting an estimated $55.5K.

  • 18 institutional investors held Global X S&P 500 Quality Dividend ETF (QDIV) as of Q2 2023, up from 16 in Q1 2023.
  • Funds reported $32M of Global X S&P 500 Quality Dividend ETF stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 4 funds opened new Global X S&P 500 Quality Dividend ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest Global X S&P 500 Quality Dividend ETF buyer in Q2 2023 was Goldman Sachs, an estimated $449K added.
  • The largest Global X S&P 500 Quality Dividend ETF seller in Q2 2023 was Donoghue Forlines, an estimated $55.5K sold.

Based on aggregated 13F filings for Q2 2023.