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Global X SuperDividend ETF

80 hedge funds and large institutions have $91M invested in Global X SuperDividend ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

605% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $228K

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

8% more capital invested

Capital invested by funds: $84.6M → $91M (+$6.39M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 8280 (-2)

3.45% less ownership

Funds ownership: 14.32%10.87% (-3.5%)

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
18
Closed
10
Calls
$1.61M
Puts
$228K
Net Calls
+$1.38M
Net Calls Change
+$343K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.1M +$1.82M +81,598 +15%
Morgan Stanley
2
Morgan Stanley
New York
$12.4M +$1.53M +68,316 +15%
Bank of America
3
Bank of America
North Carolina
$10.9M +$178K +7,972 +2%
UBS Group
4
UBS Group
Switzerland
$9.22M -$696K -31,157 -7%
Wells Fargo
5
Wells Fargo
California
$5.02M -$498K -22,275 -9%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.57M +$110K +4,934 +3%
Jane Street
7
Jane Street
New York
$3.11M -$45 -2 -0%
NFSG
8
Newbridge Financial Services Group
Florida
$1.98M +$1.08M +48,137 +134%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.96M +$688K +30,800 +59%
FTS
10
Fifth Third Securities
Ohio
$1.84M +$42.2K +1,887 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.55M +$28.9K +1,292 +2%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$1.36M
SFC
13
Strategic Financial Concepts
Texas
$1.25M -$25.5M -1,138,855 -96%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.18M +$140K +6,285 +14%
NA
15
NewEdge Advisors
Louisiana
$1.15M +$74.4K +3,330 +7%
Ameriprise
16
Ameriprise
Minnesota
$1.09M +$13K +583 +1%
GFG
17
Goldstone Financial Group
Illinois
$1.01M +$27.7K +1,241 +3%
Wealthfront Advisers
18
Wealthfront Advisers
California
$991K +$29.5K +1,321 +3%
TCM
19
Triumph Capital Management
Colorado
$960K -$331K -14,814 -27%
IFG
20
Independent Financial Group
California
$960K +$912K +40,789 New
Renaissance Technologies
21
Renaissance Technologies
New York
$875K -$577K -25,829 -41%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$847K -$46.9K -2,100 -6%
GLA
23
Good Life Advisors
Pennsylvania
$788K +$383K +17,132 +105%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$758K -$79.6K -3,562 -10%
AAS
25
Ameritas Advisory Services
Nebraska
$734K +$17.6K +789 +3%

SDIV Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2024, worth a combined $91M — up 7.5% from $84.6M a quarter earlier.

Fund positioning in SDIV was balanced in Q3 2024: 10 funds opened new positions, 10 closed out, 33 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.82M. The largest seller was Strategic Financial Concepts, cutting an estimated $25.5M.

  • 80 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2024, down from 82 in Q2 2024.
  • Funds reported $91M of Global X SuperDividend ETF stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend ETF positions in Q3 2024 and 10 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2024 was LPL Financial, an estimated $1.82M added.
  • The largest Global X SuperDividend ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2024.