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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
IGWM
76
ICA Group Wealth Management
Colorado
$793 +$792 +33 New
CS
77
Credit Suisse
Switzerland
$48 +$48 +2 New
WIM
78
Westside Investment Management
California
$4 -$24 -1 -0.6%
HWA
79
Heartwood Wealth Advisors
Virginia
-$858K -37,944 Closed
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
-$957 -36,667 Closed
IAIM
81
International Assets Investment Management
Florida
-$231K -10,200 Closed
KAS
82
Kestra Advisory Services
Texas
-$210K -9,305 Closed
CA
83
Cetera Advisors
Colorado
-$193K -8,517 Closed
IFG
84
Independent Financial Group
California
-$183K -8,076 Closed
FFG
85
Ford Financial Group
California
-$173K -7,674 Closed
ICG
86
InterOcean Capital Group
Tennessee
-$168K -7,433 Closed
Stifel Financial
87
Stifel Financial
Missouri
-$162K -7,163 Closed
HAS
88
HBW Advisory Services
California
-$146K -7,091 Closed
TSS
89
Two Sigma Securities
New York
-$147K -6,492 Closed
HWM
90
Hohimer Wealth Management
Washington
-$142K -6,288 Closed
DBIA
91
Dumont & Blake Investment Advisors
New Jersey
-$134K -5,915 Closed
BPCE
92
Bank Pictet & Cie (Europe)
Germany
-$131K -5,800 Closed
WS
93
Wedbush Securities
California
-$130K -5,750 Closed
SF
94
Synovus Financial
Georgia
-$130K -5,737 Closed
SLWA
95
San Luis Wealth Advisors
California
-$128K -5,670 Closed
AWA
96
Arete Wealth Advisors
Illinois
-$121K -5,333 Closed
JMPWA
97
JP Morgan Private Wealth Advisors
California
-$117K -5,167 Closed
OA
98
Oxbow Advisors
Texas
-$117K -5,164 Closed
SFG
99
StrategIQ Financial Group
Indiana
-$104K -4,581 Closed
CIAS
100
Capital Investment Advisory Services
North Carolina
-$102K -4,505 Closed

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.