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Global X SuperDividend US ETF

43 hedge funds and large institutions have $86.7M invested in Global X SuperDividend US ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

0.4% less ownership

Funds ownership: 26.24%25.84% (-0.4%)

1% less capital invested

Capital invested by funds: $87.7M → $86.7M (-$1.03M)

2% less funds holding

Funds holding: 4443 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$389K +$19.6K +776 +5%
NFG
27
Next Financial Group
Texas
$358K +$223K +8,800 +157%
GWM
28
Geneos Wealth Management
Colorado
$336K +$32K +1,265 +10%
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$249K
VC
30
Vicus Capital
Pennsylvania
$248K +$252K +9,963 New
Mariner
31
Mariner
Kansas
$199K
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$199K +$79.6K +3,146 +65%
MFS
33
MSI Financial Services
Massachusetts
$186K +$64.6K +2,551 +52%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$146K +$35.4K +1,400 +31%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$76K -$66.2K -2,617 -46%
CWM
36
Concert Wealth Management
California
$56K +$57.9K +2,289 New
WA
37
WFG Advisors
Texas
$51K +$253 +10 +0.5%
EDRH
38
Edmond de Rothschild Holding
Switzerland
$50K
EDRS
39
Edmond de Rothschild (Suisse)
Switzerland
$50K
CFA
40
Carroll Financial Associates
North Carolina
$26K
IA
41
IFP Advisors
Florida
$11K -$3.14K -124 -22%
SIC
42
Salem Investment Counselors
North Carolina
$116 +$11.8K +468 New
CCM
43
CWH Capital Management
Washington
-$2.02M -79,155 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-$634K -24,839 Closed
GWM
45
Greenwich Wealth Management
Connecticut
-$260K -10,200 Closed
CCM
46
Canal Capital Management
Virginia
-$245K -9,577 Closed
CCP
47
Cardan Capital Partners
Colorado
-$222K -8,692 Closed
OSNBOA
48
Old Second National Bank of Aurora
Illinois
-$10K -385 Closed
KF
49
Krilogy Financial
Missouri
-$9K -350 Closed
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$6K -220 Closed

DIV Hedge Fund Activity: Q3 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2016, worth a combined $86.7M — down 1.2% from $87.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DIV and 7 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 17 added.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $3.87M. The largest seller was UBS Group, cutting an estimated $2.95M.

  • 43 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2016, down from 44 in Q2 2016.
  • Funds reported $86.7M of Global X SuperDividend US ETF stock for Q3 2016, down 1.2% quarter-over-quarter.
  • 7 funds opened new Global X SuperDividend US ETF positions in Q3 2016 and 8 closed out, a net change of -1 holder.
  • The largest Global X SuperDividend US ETF buyer in Q3 2016 was Freedom Investment Management, an estimated $3.87M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2016 was UBS Group, an estimated $2.95M sold.

Based on aggregated 13F filings for Q3 2016.