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Global X SuperDividend ETF

91 hedge funds and large institutions have $216M invested in Global X SuperDividend ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $963K | Put options by funds: $520K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $183M → $216M (+$33.1M)

10% more funds holding

Funds holding: 8391 (+8)

3.9% more ownership

Funds ownership: 11.72%15.62% (+3.9%)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
26
Reduced
25
Closed
12
Calls
$963K
Puts
$520K
Net Calls
+$443K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
26
Harvest Investment Services
Illinois
$620K +$48.7K +2,276 +9%
AAS
27
Ameritas Advisory Services
Nebraska
$616K -$59.9K -2,801 -9%
Ameriprise
28
Ameriprise
Minnesota
$602K -$15.7K -732 -3%
ES
29
Eagle Strategies
New York
$521K -$2.27K -106 -0.5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$508K +$27.2K +1,270 +6%
WANY
31
Wealthspire Advisors (New York)
New York
$507K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$501K -$82.1K -3,838 -15%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$492K +$50.9K +2,379 +12%
GFG
34
Goldstone Financial Group
Illinois
$470K -$23.5K -1,099 -5%
ASN
35
Advisory Services Network
Georgia
$452K -$42.6K -1,991 -9%
Bank of Nova Scotia
36
Bank of Nova Scotia
Ontario, Canada
$449K +$428K +20,000 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$448K +$12.3K +577 +3%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$439K -$31.7K -1,482 -7%
AWM
39
AE Wealth Management
Kansas
$397K +$11.8K +553 +3%
HighTower Advisors
40
HighTower Advisors
Illinois
$378K +$358K +16,723 New
TCM
41
Triumph Capital Management
Colorado
$376K -$82.1K -3,837 -19%
PFS
42
Prospera Financial Services
Texas
$374K -$29.9K -1,398 -8%
MML Investors Services
43
MML Investors Services
Massachusetts
$373K -$211K -9,876 -37%
GLA
44
Good Life Advisors
Pennsylvania
$369K +$9.41K +440 +3%
WWM
45
Western Wealth Management
Colorado
$365K +$131K +6,121 +61%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$358K -$94.3K -4,406 -22%
IAIM
47
International Assets Investment Management
Florida
$316K +$300K +14,009 New
Stifel Financial
48
Stifel Financial
Missouri
$312K +$90.2K +4,214 +44%
DADC
49
D.A. Davidson & Co
Montana
$282K -$18.8K -880 -7%
FFA
50
Founders Financial Alliance
North Carolina
$268K +$41.7K +1,949 +20%

SDIV Hedge Fund Activity: Q4 2023 in Review

91 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2023, worth a combined $216M — up 18% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDIV positions and 12 closed out — a net gain of 8 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Credit Suisse, adding an estimated $13.2M. The largest seller was Bank of America, cutting an estimated $1.4M.

  • 91 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2023, up from 83 in Q3 2023.
  • Funds reported $216M of Global X SuperDividend ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 20 funds opened new Global X SuperDividend ETF positions in Q4 2023 and 12 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2023 was Credit Suisse, an estimated $13.2M added.
  • The largest Global X SuperDividend ETF seller in Q4 2023 was Bank of America, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2023.