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Global X S&P 500 Quality Dividend ETF

21 hedge funds and large institutions have $7.58M invested in Global X S&P 500 Quality Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2.54% less ownership

Funds ownership: 32.48%29.93% (-2.5%)

38% less capital invested

Capital invested by funds: $12.2M → $7.58M (-$4.58M)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.21M +$201K +6,146 +11%
LPL Financial
2
LPL Financial
California
$2.01M -$127K -3,889 -6%
HI
3
Harbour Investments
Wisconsin
$1.04M +$198K +6,066 +25%
SHJ
4
Sharkey, Howes & Javer
Colorado
$430K -$160K -4,889 -28%
AFG
5
Atomi Financial Group
New York
$329K +$15.3K +467 +5%
Stifel Financial
6
Stifel Financial
Missouri
$323K +$6.11K +187 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$275K +$259K +7,918 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$249K +$3.95K +121 +2%
KPWS
9
Kestra Private Wealth Services
Texas
$217K +$204K +6,250 New
Creative Planning
10
Creative Planning
Kansas
$215K +$203K +6,203 New
Osaic Holdings
11
Osaic Holdings
Arizona
$160K -$32.8K -1,004 -18%
NA
12
NewEdge Advisors
Louisiana
$49.8K +$2.51K +77 +6%
Bank of America
13
Bank of America
North Carolina
$46.5K +$43.8K +1,340 New
S
14
SignatureFD
Georgia
$8.19K
ACA
15
Aptus Capital Advisors
Alabama
$7.22K
CIAS
16
Capital Investment Advisory Services
North Carolina
$4.54K
CAL
17
Capital Advisors Ltd
Ohio
$4K
UBS Group
18
UBS Group
Switzerland
$2.5K -$41.4K -1,267 -95%
BTI
19
Blue Trust Inc
Georgia
$173 +$163 +5 New
Morgan Stanley
20
Morgan Stanley
New York
$38 +$33 +1 New
Wells Fargo
21
Wells Fargo
California
$27
RJA
22
Raymond James & Associates
Florida
-$3.56M -110,290 Closed
WI
23
WBI Investments
New Jersey
-$1.48M -45,730 Closed
FFS
24
Founders Financial Securities
Maryland
-$397K -12,311 Closed
SFC
25
Strategic Financial Concepts
Texas
-$221K -6,843 Closed

QDIV Hedge Fund Activity: Q1 2024 in Review

21 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Quality Dividend ETF (QDIV) for Q1 2024, worth a combined $7.58M — down 38% from $12.2M a quarter earlier.

Fund positioning in QDIV was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 6 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $259K. The largest seller was Raymond James & Associates, exiting entirely with an estimated $3.56M sold.

  • 21 institutional investors held Global X S&P 500 Quality Dividend ETF (QDIV) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $7.58M of Global X S&P 500 Quality Dividend ETF stock for Q1 2024, down 38% quarter-over-quarter.
  • 6 funds opened new Global X S&P 500 Quality Dividend ETF positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Global X S&P 500 Quality Dividend ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $259K added.
  • The largest Global X S&P 500 Quality Dividend ETF seller in Q1 2024 was Raymond James & Associates, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2024.