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Global X SuperDividend ETF

117 hedge funds and large institutions have $91M invested in Global X SuperDividend ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

11% more call options, than puts

Call options by funds: $406K | Put options by funds: $366K

4% more funds holding

Funds holding: 112117 (+5)

0.61% less ownership

Funds ownership: 4%3.39% (-0.61%)

20% less capital invested

Capital invested by funds: $114M → $91M (-$23.1M)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
30
Reduced
38
Closed
16
Calls
$406K
Puts
$366K
Net Calls
+$40K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11M -$1.6M -41,796 -12%
Wells Fargo
2
Wells Fargo
California
$10.5M -$2.51M -65,519 -19%
Bank of America
3
Bank of America
North Carolina
$10M -$767K -19,987 -7%
LPL Financial
4
LPL Financial
California
$8.78M -$1.81M -47,211 -17%
Jane Street
5
Jane Street
New York
$6.86M +$7.15M +186,342 New
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$6.47M -$956K -24,917 -12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.08M +$176K +4,592 +6%
UBS Group
8
UBS Group
Switzerland
$2.93M +$696K +18,148 +29%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.84M +$653K +17,021 +28%
PAG
10
Private Advisor Group
New Jersey
$2.01M +$275K +7,168 +15%
SWP
11
Stratos Wealth Partners
Ohio
$1.8M +$124K +3,245 +7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.74M +$1.46M +38,033 +417%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.53M +$886K +23,104 +125%
Ameriprise
14
Ameriprise
Minnesota
$1.38M +$357K +9,311 +33%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.19M +$356K +9,282 +40%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.03M +$824K +21,476 +332%
PFS
17
Prospera Financial Services
Texas
$952K -$13.3K -346 -1%
AAS
18
Ameritas Advisory Services
Nebraska
$874K +$911K +23,753 New
LWA
19
Lenox Wealth Advisors
New York
$828K
HIS
20
Harvest Investment Services
Illinois
$782K +$407K +10,598 +99%
CF
21
Centaurus Financial
California
$675K +$6.56K +171 +0.9%
HWA
22
Heartwood Wealth Advisors
Virginia
$643K +$58.7K +1,529 +10%
AWM
23
AE Wealth Management
Kansas
$626K +$279K +7,268 +75%
NRI
24
NFP Retirement Inc
California
$548K +$27.7K +723 +5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$522K -$192 -5 -0%

SDIV Hedge Fund Activity: Q4 2021 in Review

117 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2021, worth a combined $91M — down 20% from $114M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SDIV positions and 16 closed out — a net gain of 6 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.15M. The largest seller was Bank of Montreal, cutting an estimated $13.1M.

  • 117 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2021, up from 112 in Q3 2021.
  • Funds reported $91M of Global X SuperDividend ETF stock for Q4 2021, down 20% quarter-over-quarter.
  • 22 funds opened new Global X SuperDividend ETF positions in Q4 2021 and 16 closed out, a net change of +6 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2021 was Jane Street, an estimated $7.15M added.
  • The largest Global X SuperDividend ETF seller in Q4 2021 was Bank of Montreal, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2021.