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Global X SuperDividend ETF

112 hedge funds and large institutions have $114M invested in Global X SuperDividend ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

4% more funds holding

Funds holding: 108112 (+4)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0.53% less ownership

Funds ownership: 4.54%4% (-0.53%)

17% less capital invested

Capital invested by funds: $137M → $114M (-$23.3M)

73% less call options, than puts

Call options by funds: $450K | Put options by funds: $1.65M

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
32
Closed
9
Calls
$450K
Puts
$1.65M
Net Calls
-$1.2M
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$14M
Wells Fargo
2
Wells Fargo
California
$13.9M -$1.76M -43,747 -11%
Morgan Stanley
3
Morgan Stanley
New York
$13.5M -$3.29M -81,524 -19%
Bank of America
4
Bank of America
North Carolina
$11.6M +$1.69M +42,013 +17%
LPL Financial
5
LPL Financial
California
$11.3M +$1.06M +26,372 +10%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$7.96M +$804K +19,933 +11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.13M -$1.46M -36,299 -31%
OMC
8
Old Mission Capital
Illinois
$3.06M -$1.27M -31,571 -29%
UBS Group
9
UBS Group
Switzerland
$2.44M -$605K -15,001 -20%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.39M +$461K +11,428 +23%
OA
11
Oxbow Advisors
Texas
$2.21M -$299K -7,423 -12%
PAG
12
Private Advisor Group
New Jersey
$1.88M +$147K +3,654 +8%
SWP
13
Stratos Wealth Partners
Ohio
$1.81M -$278K -6,906 -13%
CI
14
Cavalier Investments
Georgia
$1.38M
Ameriprise
15
Ameriprise
Minnesota
$1.13M +$89.4K +2,217 +8%
AIC
16
Ameritas Investment Company
Nebraska
$1.1M +$1.07M +26,567 +2,530%
PFS
17
Prospera Financial Services
Texas
$1.04M -$9.56K -237 -0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$910K +$84K +2,084 +10%
LWA
19
Lenox Wealth Advisors
New York
$893K
WANY
20
Wealthspire Advisors (New York)
New York
$893K +$907K +22,500 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$735K +$158K +3,931 +27%
CF
22
Centaurus Financial
California
$721K -$268K -6,651 -27%
HH
23
Hilltop Holdings
Texas
$640K +$125K +3,103 +24%
HWA
24
Heartwood Wealth Advisors
Virginia
$633K +$21.5K +534 +3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$563K +$90.6K +2,246 +19%

SDIV Hedge Fund Activity: Q3 2021 in Review

112 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2021, worth a combined $114M — down 17% from $137M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SDIV positions and 9 closed out — a net gain of 5 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $1.69M. The largest seller was Credit Suisse, exiting entirely with an estimated $5.65M sold.

  • 112 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2021, up from 108 in Q2 2021.
  • Funds reported $114M of Global X SuperDividend ETF stock for Q3 2021, down 17% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend ETF positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2021 was Bank of America, an estimated $1.69M added.
  • The largest Global X SuperDividend ETF seller in Q3 2021 was Credit Suisse, an estimated $5.65M sold.

Based on aggregated 13F filings for Q3 2021.