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Global X SuperDividend ETF

127 hedge funds and large institutions have $103M invested in Global X SuperDividend ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

13% more capital invested

Capital invested by funds: $91M → $103M (+$12M)

9% more funds holding

Funds holding: 117127 (+10)

0.43% more ownership

Funds ownership: 3.39%3.83% (+0.43%)

15% less call options, than puts

Call options by funds: $417K | Put options by funds: $493K

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
40
Reduced
32
Closed
19
Calls
$417K
Puts
$493K
Net Calls
-$76K
Net Calls Change
-$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.6M +$9.66M +272,811 +92%
Bank of America
2
Bank of America
North Carolina
$11.1M +$1.77M +50,012 +18%
Wells Fargo
3
Wells Fargo
California
$10.1M +$240K +6,778 +2%
LPL Financial
4
LPL Financial
California
$9.74M +$1.59M +44,787 +19%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$5.43M -$633K -17,866 -10%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.88M +$665K +18,774 +24%
Jane Street
7
Jane Street
New York
$4.79M -$1.66M -46,905 -25%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.43M +$570K +16,095 +19%
UBS Group
9
UBS Group
Switzerland
$2.76M +$19.3K +546 +0.7%
Ameriprise
10
Ameriprise
Minnesota
$2.65M +$1.39M +39,285 +104%
PAG
11
Private Advisor Group
New Jersey
$1.97M +$95.2K +2,690 +5%
SWP
12
Stratos Wealth Partners
Ohio
$1.34M -$353K -9,964 -20%
HWA
13
Heartwood Wealth Advisors
Virginia
$980K +$391K +11,045 +63%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$979K -$466K -13,150 -32%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$967K +$6.55K +185 +0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$952K -$160K -4,506 -14%
AAS
17
Ameritas Advisory Services
Nebraska
$867K +$52K +1,469 +6%
Truist Financial
18
Truist Financial
North Carolina
$829K +$560K +15,819 +191%
PFS
19
Prospera Financial Services
Texas
$825K -$66.1K -1,868 -7%
LWA
20
Lenox Wealth Advisors
New York
$778K
OMC
21
Old Mission Capital
Illinois
$759K +$781K +22,070 New
DWM
22
Doyle Wealth Management
Florida
$744K +$767K +21,653 New
HIS
23
Harvest Investment Services
Illinois
$737K +$6.51K +184 +0.9%
Creative Planning
24
Creative Planning
Kansas
$736K +$758K +21,410 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$680K -$969K -27,372 -58%

SDIV Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2022, worth a combined $103M — up 13% from $91M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SDIV positions and 19 closed out — a net gain of 12 holders — while 40 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.66M. The largest seller was Jane Street, cutting an estimated $1.66M.

  • 127 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2022, up from 117 in Q4 2021.
  • Funds reported $103M of Global X SuperDividend ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 31 funds opened new Global X SuperDividend ETF positions in Q1 2022 and 19 closed out, a net change of +12 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2022 was Morgan Stanley, an estimated $9.66M added.
  • The largest Global X SuperDividend ETF seller in Q1 2022 was Jane Street, an estimated $1.66M sold.

Based on aggregated 13F filings for Q1 2022.