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Global X SuperDividend ETF
SDIV

108 hedge funds and large institutions have $137M invested in Global X SuperDividend ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

57% more capital invested

Capital invested by funds: $87.7M → $137M (+$49.8M)

10% more funds holding

Funds holding: 98 → 108 (+10)

1.24% more ownership

Funds ownership: 3.3% → 4.54% (+1.2%)

66% less call options, than puts

Call options by funds: $406K | Put options by funds: $1.2M

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
43
Reduced
21
Closed
8
Calls
$406K
Puts
$1.2M
Net Calls
-$794K
Net Calls Change
-$528K

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.7M
2
CS
Credit Suisse
Switzerland
+$5.69M
3
OMC
Old Mission Capital
Illinois
+$4.64M
4
Morgan Stanley
Morgan Stanley
New York
+$3.79M
5
Wells Fargo
Wells Fargo
California
+$3.41M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$397K
2
NRI
NFP Retirement Inc
California
-$279K
3
KAS
Kestra Advisory Services
Texas
-$271K
4
CAAS
Capital Asset Advisory Services
Michigan
-$247K
5
Renaissance Technologies
Renaissance Technologies
New York
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCWA
26
Vanguard Capital Wealth Advisors
Colorado
$800K -$166K -3,889 -17%
KWM
27
Kingsview Wealth Management
Oregon
$776K +$779K +18,269 New
HWA
28
Heartwood Wealth Advisors
Virginia
$653K +$424K +9,927 +181%
Jane Street
29
Jane Street
New York
$634K +$638K +14,965 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$619K -$64.5K -1,511 -9%
MML Investors Services
31
MML Investors Services
Massachusetts
$616K +$150K +3,505 +32%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$592K -$33.7K -791 -5%
NRI
33
NFP Retirement Inc
California
$557K -$279K -6,536 -33%
HH
34
Hilltop Holdings
Texas
$552K +$338K +7,912 +155%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$547K +$550K +12,898 New
WS
36
Wedbush Securities
California
$527K -$31.4K -735 -6%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$506K +$107K +2,518 +27%
HIS
38
Harvest Investment Services
Illinois
$467K -$26.5K -620 -5%
BSW
39
Buckingham Strategic Wealth
Missouri
$465K – – –
KAS
40
Kestra Advisory Services
Texas
$456K -$271K -6,341 -37%
US Bancorp
41
US Bancorp
Minnesota
$424K – – –
HWM
42
Hohimer Wealth Management
Washington
$417K +$114K +2,667 +37%
AWM
43
AE Wealth Management
Kansas
$406K +$220K +5,147 +116%
Truist Financial
44
Truist Financial
North Carolina
$387K +$390K +9,137 New
SIC
45
Samalin Investment Counsel
New York
$384K -$39.2K -918 -9%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$381K +$384K +8,991 New
EWM
47
Empirical Wealth Management
Washington
$371K +$374K +8,762 New
BRWA
48
B. Riley Wealth Advisors
Florida
$364K +$200K +4,686 +120%
WP
49
WealthShield Partners
North Carolina
$349K +$351K +8,224 New
Stifel Financial
50
Stifel Financial
Missouri
$335K +$15.7K +367 +5%
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SDIV Hedge Fund Activity: Q2 2021 in Review

108 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2021, worth a combined $137M — up 57% from $87.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SDIV positions and 8 closed out — a net gain of 10 holders — while 43 added to existing stakes and 21 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $14.7M. The largest seller was Creative Planning, exiting entirely with an estimated $397K sold.

  • 108 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2021, up from 98 in Q1 2021.
  • Funds reported $137M of Global X SuperDividend ETF stock for Q2 2021, up 57% quarter-over-quarter.
  • 18 funds opened new Global X SuperDividend ETF positions in Q2 2021 and 8 closed out, a net change of +10 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2021 was Bank of Montreal, an estimated $14.7M added.
  • The largest Global X SuperDividend ETF seller in Q2 2021 was Creative Planning, an estimated $397K sold.

Based on aggregated 13F filings for Q2 2021.