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Global X SuperDividend US ETF

38 hedge funds and large institutions have $70.3M invested in Global X SuperDividend US ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more funds holding

Funds holding: 3838 (0)

3.11% less ownership

Funds ownership: 27.31%24.19% (-3.1%)

16% less capital invested

Capital invested by funds: $83.6M → $70.3M (-$13.3M)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$260K +$264K +9,176 New
CCG
27
Cypress Capital Group
Florida
$207K
NFG
28
Next Financial Group
Texas
$127K
WA
29
WFG Advisors
Texas
$71K +$10.3K +359 +17%
JWA
30
JFS Wealth Advisors
Pennsylvania
$24K
RIA
31
Regal Investment Advisors
Michigan
$21K +$5.34K +186 +34%
UFA
32
US Financial Advisors
Massachusetts
$17K +$17.2K +600 New
US Bancorp
33
US Bancorp
Minnesota
$11K
GWM
34
Gupta Wealth Management
California
$9K +$8.85K +308 New
Creative Planning
35
Creative Planning
Kansas
$8K -$718 -25 -8%
WTB
36
Washington Trust Bank
Washington
$6K +$5.74K +200 New
W
37
Wealthfront
California
$3K +$2.87K +100 New
RJA
38
Raymond James & Associates
Florida
-$4.91M -169,871 Closed
VF
39
Virtu Financial
New York
-$2.15M -74,445 Closed
Ameriprise
40
Ameriprise
Minnesota
-$475K -16,165 Closed
BTS
41
BB&T Securities
Virginia
-$3M -10,400 Closed
Jane Street
42
Jane Street
New York
-$298K -10,295 Closed
WCM
43
Westend Capital Management
California
-$87K -3,000 Closed
NPC
44
National Planning Corporation
California
-$75.7K -2,627 Closed
Deutsche Bank
45
Deutsche Bank
Germany
-$14K -500 Closed
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
-$3K -97 Closed
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
-$2K -78 Closed

DIV Hedge Fund Activity: Q1 2015 in Review

38 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2015, worth a combined $70.3M — down 16% from $83.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DIV positions and 10 closed out — a net gain of 1 holder — while 11 added to existing stakes and 10 trimmed.

The largest buyer was CWH Capital Management, opening a new position worth an estimated $4.58M. The largest seller was Morgan Stanley, cutting an estimated $6.29M.

  • 38 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $70.3M of Global X SuperDividend US ETF stock for Q1 2015, down 16% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend US ETF positions in Q1 2015 and 10 closed out, a net change of +1 holder.
  • The largest Global X SuperDividend US ETF buyer in Q1 2015 was CWH Capital Management, an estimated $4.58M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2015 was Morgan Stanley, an estimated $6.29M sold.

Based on aggregated 13F filings for Q1 2015.