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Global X SuperDividend US ETF
DIV

39 hedge funds and large institutions have $70.1M invested in Global X SuperDividend US ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

11% more funds holding

Funds holding: 35 → 39 (+4)

1.26% more ownership

Funds ownership: 25.26% → 26.53% (+1.3%)

3% more capital invested

Capital invested by funds: $67.8M → $70.1M (+$2.32M)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.38M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.77M
3
LPL Financial
LPL Financial
California
+$1.42M
4
Jane Street
Jane Street
New York
+$1.03M
5
QI
QS Investors
New York
+$656K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.3M
2
VF
Virtu Financial
New York
-$647K
3
JCM
Janney Capital Management
Pennsylvania
-$403K
4
SFM
Signet Financial Management
New Jersey
-$241K
5
IH
IFC Holdings
Florida
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Next Financial Group
Texas
$134K +$27.5K +1,125 +25%
MFS
27
MSI Financial Services
Massachusetts
$92K +$8.47K +346 +10%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$82K – – –
WA
29
WFG Advisors
Texas
$59K -$4.14K -169 -6%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$55K +$25.2K +1,031 +83%
EDRH
31
Edmond de Rothschild Holding
Switzerland
$36K +$36.7K +1,500 New
EDRS
32
Edmond de Rothschild (Suisse)
Switzerland
$36K +$36.7K +1,500 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$33K -$7.35K -300 -18%
CFA
34
Carroll Financial Associates
North Carolina
$25K – – –
CCS
35
Crosspoint Capital Strategies
California
$16K +$13.3K +542 New
UFA
36
US Financial Advisors
Massachusetts
$14K +$14.7K +601 New
IA
37
IFP Advisors
Florida
$13K +$13.6K +556 New
OSNBOA
38
Old Second National Bank of Aurora
Illinois
$9K +$9.43K +385 New
SFM
39
Signet Financial Management
New Jersey
– -$241K -10,004 Closed
IH
40
IFC Holdings
Florida
– -$231K -9,391 Closed
RIA
41
Regal Investment Advisors
Michigan
– -$10K -449 Closed
WTB
42
Washington Trust Bank
Washington
– -$8K -340 Closed
GWM
43
Gupta Wealth Management
California
– -$4K -154 Closed
1
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DIV Hedge Fund Activity: Q4 2015 in Review

39 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2015, worth a combined $70.1M — up 3.4% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIV positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $5.3M.

  • 39 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2015, up from 35 in Q3 2015.
  • Funds reported $70.1M of Global X SuperDividend US ETF stock for Q4 2015, up 3.4% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend US ETF positions in Q4 2015 and 5 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2015 was UBS Group, an estimated $2.38M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2015 was Morgan Stanley, an estimated $5.3M sold.

Based on aggregated 13F filings for Q4 2015.