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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
Mariner
51
Mariner
Kansas
$234K -$35.1K -1,640 -14%
SL
52
SWMG LLC
Texas
$231K -$168K -7,857 -43%
GRP
53
Global Retirement Partners
California
$227K +$1.18K +55 +0.5%
NW
54
NewEdge Wealth
Pennsylvania
$211K +$200K +9,350 New
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$201K
OP
56
ORG Partners
Indiana
$185K
NFSG
57
Newbridge Financial Services Group
Florida
$178K +$10.5K +492 +7%
HI
58
Harbour Investments
Wisconsin
$118K
RG
59
Retirement Group
California
$77.7K
Comerica Bank
60
Comerica Bank
Texas
$55.1K +$1.5K +70 +3%
HIM
61
Hillsdale Investment Management
Ontario, Canada
$42.7K
GC
62
Gould Capital
Washington
$38.2K +$899 +42 +3%
PTC
63
Private Trust Company
Ohio
$26.3K
BTI
64
Blue Trust Inc
Georgia
$23K
OIA
65
Optimum Investment Advisors
Illinois
$22.6K
CFGS
66
Concourse Financial Group Securities
Alabama
$19.3K +$1.28K +60 +8%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.4K -$24.8K -1,157 -59%
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
$13K
LA
69
LM Advisors
California
$11.3K +$10.7K +500 New
SPIA
70
Steward Partners Investment Advisory
New York
$11.3K
PS
71
Principal Securities
Iowa
$10.2K +$9.65K +451 New
MIA
72
MeadowBrook Investment Advisors
Michigan
$9.99K +$9.48K +443 New
BFPW
73
BOK Financial Private Wealth
Colorado
$9.1K +$8.56K +400 New
IA
74
IFP Advisors
Florida
$9K
ACA
75
Aptus Capital Advisors
Alabama
$8.12K

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.