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Global X SuperDividend ETF
SDIV

80 hedge funds and large institutions have $89.4M invested in Global X SuperDividend ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $80.9M → $89.4M (+$8.51M)

3% more funds holding

Funds holding: 78 → 80 (+2)

0.33% more ownership

Funds ownership: 11.51% → 11.83% (+0.33%)

67% less call options, than puts

Call options by funds: $339K | Put options by funds: $1.02M

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
29
Reduced
19
Closed
14
Calls
$339K
Puts
$1.02M
Net Calls
-$685K
Net Calls Change
+$375K

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$15.9M
2
Bank of America
Bank of America
North Carolina
+$4.4M
3
Morgan Stanley
Morgan Stanley
New York
+$1.62M
4
UBS Group
UBS Group
Switzerland
+$1.08M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.32M
2
OMC
Old Mission Capital
Illinois
-$3.65M
3
EE
EWG Elevate
California
-$2.94M
4
Ameriprise
Ameriprise
Minnesota
-$1.58M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
51
Retirement Group
California
$54K – – –
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.5K +$17.3K +706 +56%
AWM
53
Atticus Wealth Management
Florida
$44.9K +$55.8K +2,278 New
AIM
54
Anchor Investment Management
South Carolina
$36.9K – – –
GC
55
Gould Capital
Washington
$36.2K +$5.93K +242 +18%
MRC
56
Millburn Ridgefield Corp
New York
$36.2K +$17.9K +731 +87%
SPIA
57
Steward Partners Investment Advisory
New York
$34.9K – – –
HGERS
58
Householder Group Estate & Retirement Specialist
Arizona
$32K +$34.6K +1,410 New
HIM
59
Hillsdale Investment Management
Ontario, Canada
$30.9K +$10.5K +430 +47%
PTC
60
Private Trust Company
Ohio
$26.9K -$20.6K -840 -42%
TRCT
61
Tower Research Capital (TRC)
New York
$20K +$20.1K +818 +1,410%
AIP
62
Ahrens Investment Partners
Louisiana
$18.8K +$20K +815 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$15.3K +$16.3K +666 New
US Bancorp
64
US Bancorp
Minnesota
$12.9K +$13.7K +558 New
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$7.58K +$8.16K +333 New
IA
66
IFP Advisors
Florida
$7.22K -$43.2K -1,763 -85%
WP
67
WealthPLAN Partners
Nebraska
$4.61K +$4.9K +200 New
WIM
68
Westside Investment Management
California
$3.98K – – –
CTC
69
Central Trust Company
Missouri
$3.83K +$4.07K +166 New
CAL
70
Capital Advisors Ltd
Ohio
$3K – – –
AF
71
Allworth Financial
California
$2.58K – – –
BWP
72
Baldwin Wealth Partners
Massachusetts
$2.1K – – –
FWM
73
Focused Wealth Management
New York
$1.91K – – –
WIM
74
WealthPlan Investment Management
Nebraska
$1.82K +$1.94K +79 New
BAM
75
Belpointe Asset Management
Nevada
$1.69K -$36.8K -1,500 -95%
1 2
3
4

SDIV Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2023, worth a combined $89.4M — up 11% from $80.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SDIV positions and 14 closed out — a net gain of 4 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Credit Suisse, adding an estimated $15.9M. The largest seller was Jane Street, exiting entirely with an estimated $4.32M sold.

  • 80 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2023, up from 78 in Q4 2022.
  • Funds reported $89.4M of Global X SuperDividend ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 18 funds opened new Global X SuperDividend ETF positions in Q1 2023 and 14 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2023 was Credit Suisse, an estimated $15.9M added.
  • The largest Global X SuperDividend ETF seller in Q1 2023 was Jane Street, an estimated $4.32M sold.

Based on aggregated 13F filings for Q1 2023.