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Global X SuperDividend US ETF

44 hedge funds and large institutions have $87.7M invested in Global X SuperDividend US ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

60% more capital invested

Capital invested by funds: $55M → $87.7M (+$32.7M)

13% more funds holding

Funds holding: 3944 (+5)

6.92% more ownership

Funds ownership: 19.33%26.24% (+6.9%)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Greenwich Wealth Management
Connecticut
$260K
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$255K
CCM
28
Canal Capital Management
Virginia
$245K -$37.9K -1,532 -14%
CCP
29
Cardan Capital Partners
Colorado
$222K +$215K +8,692 New
Mariner
30
Mariner
Kansas
$204K +$198K +8,000 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$145K +$62.9K +2,540 +81%
NFG
32
Next Financial Group
Texas
$143K
MFS
33
MSI Financial Services
Massachusetts
$125K +$75.5K +3,047 +162%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$124K +$98.5K +3,975 +452%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$114K -$5.52K -223 -5%
WA
36
WFG Advisors
Texas
$52K +$272 +11 +0.5%
EDRH
37
Edmond de Rothschild Holding
Switzerland
$51K
EDRS
38
Edmond de Rothschild (Suisse)
Switzerland
$51K
CFA
39
Carroll Financial Associates
North Carolina
$27K
IA
40
IFP Advisors
Florida
$14K +$3.79K +153 +38%
OSNBOA
41
Old Second National Bank of Aurora
Illinois
$10K
KF
42
Krilogy Financial
Missouri
$9K
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$5.45K +220 New
AIG
44
American International Group
New York
-$637K -25,635 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
-$593K -23,850 Closed
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
-$233K -9,357 Closed
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
-$85K -3,410 Closed

DIV Hedge Fund Activity: Q2 2016 in Review

44 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2016, worth a combined $87.7M — up 60% from $55M a quarter earlier.

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

The largest buyer was QS Investors, adding an estimated $12.5M. The largest seller was LPL Financial, cutting an estimated $1.15M.

  • 44 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2016, up from 39 in Q1 2016.
  • Funds reported $87.7M of Global X SuperDividend US ETF stock for Q2 2016, up 60% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend US ETF positions in Q2 2016 and 4 closed out, a net change of +5 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2016 was QS Investors, an estimated $12.5M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2016 was LPL Financial, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2016.