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Global X SuperDividend ETF

83 hedge funds and large institutions have $183M invested in Global X SuperDividend ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,094% more call options, than puts

Call options by funds: $800K | Put options by funds: $67K

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

57% more capital invested

Capital invested by funds: $116M → $183M (+$66.5M)

1% more funds holding

Funds holding: 8283 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3.56% less ownership

Funds ownership: 15.28%11.72% (-3.6%)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
19
Closed
13
Calls
$800K
Puts
$67K
Net Calls
+$733K
Net Calls Change
+$479K
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1
Financial Gravity Asset Management
Texas
$95.7M +$270K +11,988 +1,800%
CS
2
Credit Suisse
Switzerland
$14.2M
Bank of America
3
Bank of America
North Carolina
$11.7M +$2.2M +97,737 +22%
LPL Financial
4
LPL Financial
California
$11.6M +$2.01M +89,240 +20%
Morgan Stanley
5
Morgan Stanley
New York
$11.2M -$2.89M -128,155 -20%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.49M +$975K +43,240 +27%
Wells Fargo
7
Wells Fargo
California
$4.42M +$144K +6,389 +3%
Jane Street
8
Jane Street
New York
$3.05M -$27.1M -1,199,621 -90%
UBS Group
9
UBS Group
Switzerland
$1.99M +$166K +7,348 +9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.8M -$973K -43,149 -34%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.39M +$182K +8,068 +15%
GM
12
GeoWealth Management
Illinois
$1.39M -$1.08M -48,093 -43%
OMC
13
Old Mission Capital
Illinois
$1.38M +$1.04M +46,089 +271%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$1.27M
Citadel Advisors
15
Citadel Advisors
Florida
$1.14M -$883K -39,139 -43%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.12M +$209K +9,258 +22%
NA
17
NewEdge Advisors
Louisiana
$716K +$305K +13,547 +71%
AAS
18
Ameritas Advisory Services
Nebraska
$660K +$679K +30,117 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$649K -$599K -26,564 -47%
Wealthfront Advisers
20
Wealthfront Advisers
California
$648K -$22.6K -1,002 -3%
Ameriprise
21
Ameriprise
Minnesota
$601K +$16.3K +723 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$579K +$53.6K +2,376 +10%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$571K +$133K +5,893 +29%
HIS
24
Harvest Investment Services
Illinois
$553K +$857 +38 +0.2%
ES
25
Eagle Strategies
New York
$509K +$67.4K +2,987 +15%

SDIV Hedge Fund Activity: Q3 2023 in Review

83 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2023, worth a combined $183M — up 57% from $116M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SDIV positions and 13 closed out — a net gain of 1 holder — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $2.2M. The largest seller was Jane Street, cutting an estimated $27.1M.

  • 83 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2023, up from 82 in Q2 2023.
  • Funds reported $183M of Global X SuperDividend ETF stock for Q3 2023, up 57% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend ETF positions in Q3 2023 and 13 closed out, a net change of +1 holder.
  • The largest Global X SuperDividend ETF buyer in Q3 2023 was Bank of America, an estimated $2.2M added.
  • The largest Global X SuperDividend ETF seller in Q3 2023 was Jane Street, an estimated $27.1M sold.

Based on aggregated 13F filings for Q3 2023.