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Global X SuperDividend ETF

111 hedge funds and large institutions have $71.5M invested in Global X SuperDividend ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $69.9M → $71.5M (+$1.59M)

0.49% more ownership

Funds ownership: 3.18%3.67% (+0.49%)

3% less funds holding

Funds holding: 115111 (-4)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $308K

Holders
111
Holders Change
-4
Holders Change %
-3.48%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
44
Reduced
21
Closed
22
Calls
Puts
$308K
Net Calls
-$308K
Net Calls Change
-$156K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.5M -$825K -30,891 -6%
Bank of America
2
Bank of America
North Carolina
$8.69M +$2.66M +99,380 +35%
LPL Financial
3
LPL Financial
California
$8.56M +$1.07M +40,159 +12%
Ameriprise
4
Ameriprise
Minnesota
$6.5M +$5.75M +215,131 +298%
Wells Fargo
5
Wells Fargo
California
$4.4M -$522K -19,535 -9%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.92M +$324K +12,133 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.63M +$421K +15,742 +16%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$2.48M -$232K -8,666 -7%
UBS Group
9
UBS Group
Switzerland
$1.78M -$12.8K -478 -0.6%
PAG
10
Private Advisor Group
New Jersey
$1.34M +$64.8K +2,424 +4%
OMC
11
Old Mission Capital
Illinois
$1.34M +$1.58M +59,152 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.24M +$1.07M +39,880 +265%
Citadel Advisors
13
Citadel Advisors
Florida
$1.2M +$1.42M +53,159 New
RW
14
RVW Wealth
California
$1.15M +$1.36M +51,030 New
Jane Street
15
Jane Street
New York
$923K +$1.09M +40,810 New
HWA
16
Heartwood Wealth Advisors
Virginia
$858K +$149K +5,565 +17%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$789K +$100K +3,755 +12%
JP Morgan Chase
18
JP Morgan Chase
New York
$781K +$275K +10,300 +42%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$645K +$23.4K +874 +3%
AAS
20
Ameritas Advisory Services
Nebraska
$576K +$20.1K +754 +3%
WANY
21
Wealthspire Advisors (New York)
New York
$509K
PFS
22
Prospera Financial Services
Texas
$484K +$26.7K +1,000 +5%
SIC
23
Samalin Investment Counsel
New York
$460K +$43.7K +1,637 +9%
HIS
24
Harvest Investment Services
Illinois
$452K -$43.1K -1,613 -7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$450K +$64.4K +2,409 +14%

SDIV Hedge Fund Activity: Q3 2022 in Review

111 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2022, worth a combined $71.5M — up 2.3% from $69.9M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SDIV and 19 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 44 added.

The largest buyer was Ameriprise, adding an estimated $5.75M. The largest seller was Morgan Stanley, cutting an estimated $825K.

  • 111 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2022, down from 115 in Q2 2022.
  • Funds reported $71.5M of Global X SuperDividend ETF stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 19 funds opened new Global X SuperDividend ETF positions in Q3 2022 and 22 closed out, a net change of -3 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2022 was Ameriprise, an estimated $5.75M added.
  • The largest Global X SuperDividend ETF seller in Q3 2022 was Morgan Stanley, an estimated $825K sold.

Based on aggregated 13F filings for Q3 2022.