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Global X SuperDividend ETF

78 hedge funds and large institutions have $80.9M invested in Global X SuperDividend ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

13% more capital invested

Capital invested by funds: $71.5M → $80.9M (+$9.41M)

7.84% more ownership

Funds ownership: 3.67%11.51% (+7.8%)

30% less funds holding

Funds holding: 11178 (-33)

67% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 45

89% less call options, than puts

Call options by funds: $128K | Put options by funds: $1.19M

Holders
78
Holders Change
-33
Holders Change %
-29.73%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
26
Closed
45
Calls
$128K
Puts
$1.19M
Net Calls
-$1.06M
Net Calls Change
-$752K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
51
Private Trust Company
Ohio
$48K +$2.11K +88 +5%
IA
52
IFP Advisors
Florida
$45K +$31.9K +1,329 +181%
AIM
53
Anchor Investment Management
South Carolina
$38.5K
BAM
54
Belpointe Asset Management
Nevada
$37.8K +$37.8K +1,573 New
FCA
55
Fortis Capital Advisors
Kansas
$37.4K +$37.4K +1,558 New
SPIA
56
Steward Partners Investment Advisory
New York
$36.4K -$48 -2 -0.1%
MCC
57
Money Concepts Capital
Florida
$34.3K +$34.3K +1,427 New
GC
58
Gould Capital
Washington
$31.9K +$984 +41 +3%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.4K -$48 -2 -0.2%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$22K -$24 -1 -0.1%
HIM
61
Hillsdale Investment Management
Ontario, Canada
$21.9K -$10K -417 -31%
MRC
62
Millburn Ridgefield Corp
New York
$20K -$5.04K -210 -20%
NA
63
NewEdge Advisors
Louisiana
$14.9K -$150K -6,228 -71%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +499 New
CA
65
CoreCap Advisors
Michigan
$8.94K +$8.93K +372 New
CAS
66
Coppell Advisory Solutions
Texas
$4.4K +$4.39K +183 New
CASC
67
Coppell Advisory Solutions Corp
Texas
$4.4K +$4.39K +183 New
CAL
68
Capital Advisors Ltd
Ohio
$4K
AWM
69
Accurate Wealth Management
Florida
$3.03K +$2.9K +121 New
AF
70
Allworth Financial
California
$2.69K
BWP
71
Baldwin Wealth Partners
Massachusetts
$2.19K -$24 -1 -1%
FWM
72
Focused Wealth Management
New York
$1.99K
PAG
73
Private Advisor Group
New Jersey
$1.61K +$185K +7,723 +13%
CFGS
74
Concourse Financial Group Securities
Alabama
$1.12K -$1.61K -67 -59%
TRCT
75
Tower Research Capital (TRC)
New York
$1K -$48 -2 -3%

SDIV Hedge Fund Activity: Q4 2022 in Review

78 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2022, worth a combined $80.9M — up 13% from $71.5M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SDIV and 15 opened new positions — a net loss of 30 holders — while 26 trimmed existing stakes and 32 added.

The largest buyer was Bank of America, adding an estimated $4.49M. The largest seller was Ameriprise, cutting an estimated $4.74M.

  • 78 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2022, down from 111 in Q3 2022.
  • Funds reported $80.9M of Global X SuperDividend ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend ETF positions in Q4 2022 and 45 closed out, a net change of -30 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2022 was Bank of America, an estimated $4.49M added.
  • The largest Global X SuperDividend ETF seller in Q4 2022 was Ameriprise, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2022.