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Global X SuperDividend ETF

80 hedge funds and large institutions have $89.4M invested in Global X SuperDividend ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $80.9M → $89.4M (+$8.51M)

3% more funds holding

Funds holding: 7880 (+2)

0.33% more ownership

Funds ownership: 11.51%11.83% (+0.33%)

67% less call options, than puts

Call options by funds: $339K | Put options by funds: $1.02M

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
29
Reduced
19
Closed
14
Calls
$339K
Puts
$1.02M
Net Calls
-$685K
Net Calls Change
+$375K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17.3M +$4.4M +179,330 +31%
CS
2
Credit Suisse
Switzerland
$14.9M +$15.9M +647,356 +32,367,800%
Morgan Stanley
3
Morgan Stanley
New York
$13.5M +$1.62M +66,276 +13%
LPL Financial
4
LPL Financial
California
$8.11M -$52.2K -2,130 -0.6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.75M +$592K +24,130 +17%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.44M +$83K +3,384 +2%
Wells Fargo
7
Wells Fargo
California
$3.28M -$577K -23,516 -14%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$2.53M
UBS Group
9
UBS Group
Switzerland
$1.83M +$1.08M +44,208 +125%
M1FG
10
Mach-1 Financial Group
Arkansas
$1.73M +$1.84K +75 New
JP Morgan Chase
11
JP Morgan Chase
New York
$1.1M +$126K +5,135 +12%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$1.05M +$663K +27,055 +147%
RW
13
RVW Wealth
California
$1.03M -$192K -7,822 -15%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$1M +$1.07M +43,547 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$997K -$1.04M -42,481 -50%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$950K +$37.9K +1,545 +4%
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
$714K
AAS
18
Ameritas Advisory Services
Nebraska
$663K +$68.1K +2,779 +11%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$653K +$289K +11,772 +71%
HIS
20
Harvest Investment Services
Illinois
$590K -$5.49K -224 -0.9%
Ameriprise
21
Ameriprise
Minnesota
$586K -$1.58M -64,380 -72%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$561K -$3.16K -129 -0.5%
MML Investors Services
23
MML Investors Services
Massachusetts
$548K +$160K +6,509 +38%
SL
24
SWMG LLC
Texas
$530K +$1.96K +80 +0.3%
WANY
25
Wealthspire Advisors (New York)
New York
$518K

SDIV Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2023, worth a combined $89.4M — up 11% from $80.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SDIV positions and 14 closed out — a net gain of 4 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Credit Suisse, adding an estimated $15.9M. The largest seller was Jane Street, exiting entirely with an estimated $4.32M sold.

  • 80 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2023, up from 78 in Q4 2022.
  • Funds reported $89.4M of Global X SuperDividend ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 18 funds opened new Global X SuperDividend ETF positions in Q1 2023 and 14 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2023 was Credit Suisse, an estimated $15.9M added.
  • The largest Global X SuperDividend ETF seller in Q1 2023 was Jane Street, an estimated $4.32M sold.

Based on aggregated 13F filings for Q1 2023.