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Global X SuperDividend ETF

108 hedge funds and large institutions have $137M invested in Global X SuperDividend ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

57% more capital invested

Capital invested by funds: $87.7M → $137M (+$49.8M)

10% more funds holding

Funds holding: 98108 (+10)

1.24% more ownership

Funds ownership: 3.3%4.54% (+1.2%)

66% less call options, than puts

Call options by funds: $406K | Put options by funds: $1.2M

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
43
Reduced
21
Closed
8
Calls
$406K
Puts
$1.2M
Net Calls
-$794K
Net Calls Change
-$528K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.9M +$3.79M +88,797 +27%
Wells Fargo
2
Wells Fargo
California
$16.8M +$3.41M +79,936 +25%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$14.6M +$14.7M +344,011 New
LPL Financial
4
LPL Financial
California
$11M +$3.39M +79,484 +44%
Bank of America
5
Bank of America
North Carolina
$10.6M +$144K +3,386 +1%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$7.66M +$1.68M +39,409 +28%
CS
7
Credit Suisse
Switzerland
$5.65M +$5.69M +133,333 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.89M +$684K +16,026 +16%
OMC
9
Old Mission Capital
Illinois
$4.61M +$4.64M +108,645 New
UBS Group
10
UBS Group
Switzerland
$3.25M +$900K +21,091 +38%
OA
11
Oxbow Advisors
Texas
$2.68M -$4.27K -100 -0.2%
SWP
12
Stratos Wealth Partners
Ohio
$2.23M +$710K +16,651 +46%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.06M +$6.14K +144 +0.3%
PAG
14
Private Advisor Group
New Jersey
$1.85M +$101K +2,372 +6%
BCM
15
Brookstone Capital Management
Illinois
$1.69M -$119K -2,781 -6%
WI
16
Wintrust Investments
Illinois
$1.56M +$558K +13,077 New
AIC
17
Ameritas Investment Company
Nebraska
$1.53M -$32.5K -761 -42%
CI
18
Cavalier Investments
Georgia
$1.47M +$163K +3,814 +12%
Citadel Advisors
19
Citadel Advisors
Florida
$1.19M +$478K +11,202 +66%
PFS
20
Prospera Financial Services
Texas
$1.12M +$108K +2,525 +11%
Ameriprise
21
Ameriprise
Minnesota
$1.09M +$116K +2,724 +12%
CF
22
Centaurus Financial
California
$1.05M -$32.4K -759 -3%
LWA
23
Lenox Wealth Advisors
New York
$954K +$960K +22,500 New
SPC
24
Sigma Planning Corp
Michigan
$946K +$3.63K +85 +0.4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$884K +$204K +4,782 +30%

SDIV Hedge Fund Activity: Q2 2021 in Review

108 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2021, worth a combined $137M — up 57% from $87.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SDIV positions and 8 closed out — a net gain of 10 holders — while 43 added to existing stakes and 21 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $14.7M. The largest seller was Creative Planning, exiting entirely with an estimated $397K sold.

  • 108 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2021, up from 98 in Q1 2021.
  • Funds reported $137M of Global X SuperDividend ETF stock for Q2 2021, up 57% quarter-over-quarter.
  • 18 funds opened new Global X SuperDividend ETF positions in Q2 2021 and 8 closed out, a net change of +10 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2021 was Bank of Montreal, an estimated $14.7M added.
  • The largest Global X SuperDividend ETF seller in Q2 2021 was Creative Planning, an estimated $397K sold.

Based on aggregated 13F filings for Q2 2021.