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Global X SuperDividend ETF

91 hedge funds and large institutions have $216M invested in Global X SuperDividend ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $963K | Put options by funds: $520K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $183M → $216M (+$33.1M)

10% more funds holding

Funds holding: 8391 (+8)

3.9% more ownership

Funds ownership: 11.72%15.62% (+3.9%)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
26
Reduced
25
Closed
12
Calls
$963K
Puts
$520K
Net Calls
+$443K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1
Financial Gravity Asset Management
Texas
$95.7M +$14.2K +666 +5%
CS
2
Credit Suisse
Switzerland
$28.5M +$13.2M +615,094 +95%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M +$7.65M +357,455 +70%
LPL Financial
4
LPL Financial
California
$11.2M -$727K -33,984 -6%
Bank of America
5
Bank of America
North Carolina
$10.6M -$1.4M -65,253 -12%
Jane Street
6
Jane Street
New York
$6.6M +$3.28M +153,508 +110%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.88M +$253K +11,833 +6%
Wells Fargo
8
Wells Fargo
California
$3.46M -$1.03M -48,317 -24%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$3.23M +$3.04M +142,304 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.4M +$1.64M +76,796 +259%
UBS Group
11
UBS Group
Switzerland
$2.02M -$26.9K -1,258 -1%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.58M +$1.5M +70,200 New
JP Morgan Chase
13
JP Morgan Chase
New York
$1.49M +$49.7K +2,323 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.34M -$491K -22,929 -28%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$1.3M
GM
16
GeoWealth Management
Illinois
$1.29M -$130K -6,067 -10%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.24M +$85.6K +3,999 +8%
FTUS
18
Flow Traders U.S.
New York
$1.05M +$998K +46,627 New
FTS
19
Fifth Third Securities
Ohio
$972K +$914K +42,705 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$894K +$849K +39,666 New
Citadel Advisors
21
Citadel Advisors
Florida
$861K -$294K -13,743 -26%
NA
22
NewEdge Advisors
Louisiana
$832K +$114K +5,331 +16%
WC
23
Waterloo Capital
Texas
$733K +$695K +32,506 New
Wealthfront Advisers
24
Wealthfront Advisers
California
$687K +$18.5K +864 +3%
OMC
25
Old Mission Capital
Illinois
$683K -$701K -32,778 -52%

SDIV Hedge Fund Activity: Q4 2023 in Review

91 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2023, worth a combined $216M — up 18% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDIV positions and 12 closed out — a net gain of 8 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Credit Suisse, adding an estimated $13.2M. The largest seller was Bank of America, cutting an estimated $1.4M.

  • 91 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2023, up from 83 in Q3 2023.
  • Funds reported $216M of Global X SuperDividend ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 20 funds opened new Global X SuperDividend ETF positions in Q4 2023 and 12 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2023 was Credit Suisse, an estimated $13.2M added.
  • The largest Global X SuperDividend ETF seller in Q4 2023 was Bank of America, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2023.