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Global X SuperDividend ETF

98 hedge funds and large institutions have $87.7M invested in Global X SuperDividend ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

19% more capital invested

Capital invested by funds: $73.4M → $87.7M (+$14.3M)

0.09% more ownership

Funds ownership: 3.21%3.3% (+0.09%)

3% less funds holding

Funds holding: 10198 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

24% less call options, than puts

Call options by funds: $834K | Put options by funds: $1.1M

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
23
Closed
15
Calls
$834K
Puts
$1.1M
Net Calls
-$266K
Net Calls Change
+$186K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.9M +$2.31M +57,203 +21%
Wells Fargo
2
Wells Fargo
California
$13.1M +$2.63M +65,130 +26%
Bank of America
3
Bank of America
North Carolina
$10.3M +$2.97M +73,412 +42%
LPL Financial
4
LPL Financial
California
$7.5M +$1.33M +32,852 +22%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$5.89M +$677K +16,746 +13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.14M +$1.99M +49,160 +98%
OA
7
Oxbow Advisors
Texas
$2.64M -$23.6K -585 -0.9%
UBS Group
8
UBS Group
Switzerland
$2.31M -$83.6K -2,069 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.02M +$20.5K +508 +1%
BCM
10
Brookstone Capital Management
Illinois
$1.83M +$1.77M +43,801 New
PAG
11
Private Advisor Group
New Jersey
$1.72M +$1.67M +41,328 New
SWP
12
Stratos Wealth Partners
Ohio
$1.5M +$1.06M +26,105 +267%
CI
13
Cavalier Investments
Georgia
$1.29M +$170K +4,214 +16%
CF
14
Centaurus Financial
California
$1.07M +$225K +5,568 +28%
PFS
15
Prospera Financial Services
Texas
$997K +$203K +5,025 +27%
Ameriprise
16
Ameriprise
Minnesota
$977K +$27.1K +671 +3%
VCWA
17
Vanguard Capital Wealth Advisors
Colorado
$947K +$423K +10,456 +85%
SPC
18
Sigma Planning Corp
Michigan
$927K +$581K +14,360 +182%
NRI
19
NFP Retirement Inc
California
$821K -$365K -9,018 -31%
KAS
20
Kestra Advisory Services
Texas
$713K +$191K +4,724 +38%
Citadel Advisors
21
Citadel Advisors
Florida
$703K -$3.9M -96,393 -85%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$672K -$1.52M -37,528 -70%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$670K +$96.8K +2,394 +17%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$615K +$173K +4,288 +41%
WS
25
Wedbush Securities
California
$549K +$10.6K +262 +2%

SDIV Hedge Fund Activity: Q1 2021 in Review

98 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2021, worth a combined $87.7M — up 19% from $73.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SDIV and 12 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 43 added.

The largest buyer was Bank of America, adding an estimated $2.97M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.14M sold.

  • 98 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2021, down from 101 in Q4 2020.
  • Funds reported $87.7M of Global X SuperDividend ETF stock for Q1 2021, up 19% quarter-over-quarter.
  • 12 funds opened new Global X SuperDividend ETF positions in Q1 2021 and 15 closed out, a net change of -3 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2021 was Bank of America, an estimated $2.97M added.
  • The largest Global X SuperDividend ETF seller in Q1 2021 was Susquehanna International Group, an estimated $4.14M sold.

Based on aggregated 13F filings for Q1 2021.