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Global X SuperDividend ETF

78 hedge funds and large institutions have $80.9M invested in Global X SuperDividend ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

13% more capital invested

Capital invested by funds: $71.5M → $80.9M (+$9.41M)

7.84% more ownership

Funds ownership: 3.67%11.51% (+7.8%)

30% less funds holding

Funds holding: 11178 (-33)

67% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 45

89% less call options, than puts

Call options by funds: $128K | Put options by funds: $1.19M

Holders
78
Holders Change
-33
Holders Change %
-29.73%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
26
Closed
45
Calls
$128K
Puts
$1.19M
Net Calls
-$1.06M
Net Calls Change
-$752K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.7M +$4.49M +186,960 +49%
Morgan Stanley
2
Morgan Stanley
New York
$12.5M +$1.29M +53,717 +12%
LPL Financial
3
LPL Financial
California
$8.51M -$585K -24,368 -6%
Jane Street
4
Jane Street
New York
$4.32M +$3.34M +139,084 +341%
Wells Fargo
5
Wells Fargo
California
$3.99M -$689K -28,706 -15%
OMC
6
Old Mission Capital
Illinois
$3.65M +$2.23M +92,735 +157%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.51M +$406K +16,927 +13%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.33M +$531K +22,111 +19%
EE
9
EWG Elevate
California
$2.94M +$3.76M +156,649 New
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$2.64M -$24 -1 -0%
Ameriprise
11
Ameriprise
Minnesota
$2.15M -$4.74M -197,420 -69%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.06M +$740K +30,815 +56%
RW
13
RVW Wealth
California
$1.26M +$33.6K +1,399 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.02M +$195K +8,119 +24%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$961K +$960K +40,000 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$954K +$116K +4,836 +14%
UBS Group
17
UBS Group
Switzerland
$847K -$1.05M -43,533 -55%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$745K +$744K +30,984 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$655K -$30.7K -1,279 -4%
AAS
20
Ameritas Advisory Services
Nebraska
$636K +$24.1K +1,002 +4%
HIS
21
Harvest Investment Services
Illinois
$620K +$140K +5,819 +29%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$588K +$110K +4,563 +23%
ASN
23
Advisory Services Network
Georgia
$582K +$180K +7,500 +45%
SL
24
SWMG LLC
Texas
$551K +$227K +9,440 +70%
TCM
25
Triumph Capital Management
Colorado
$544K +$89.8K +3,738 +20%

SDIV Hedge Fund Activity: Q4 2022 in Review

78 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2022, worth a combined $80.9M — up 13% from $71.5M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SDIV and 15 opened new positions — a net loss of 30 holders — while 26 trimmed existing stakes and 32 added.

The largest buyer was Bank of America, adding an estimated $4.49M. The largest seller was Ameriprise, cutting an estimated $4.74M.

  • 78 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2022, down from 111 in Q3 2022.
  • Funds reported $80.9M of Global X SuperDividend ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend ETF positions in Q4 2022 and 45 closed out, a net change of -30 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2022 was Bank of America, an estimated $4.49M added.
  • The largest Global X SuperDividend ETF seller in Q4 2022 was Ameriprise, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2022.