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Global X SuperDividend US ETF
DIV

49 hedge funds and large institutions have $98.6M invested in Global X SuperDividend US ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

14% more funds holding

Funds holding: 43 → 49 (+6)

14% more capital invested

Capital invested by funds: $86.7M → $98.6M (+$11.9M)

2.23% more ownership

Funds ownership: 25.84% → 28.07% (+2.2%)

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
16
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DAS
Dynamic Advisor Solutions
Arizona
+$4.63M
2
Morgan Stanley
Morgan Stanley
New York
+$3.94M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$3.88M
4
SCM
Sterling Capital Management
North Carolina
+$1.66M
5
QI
QS Investors
New York
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
FIM
Freedom Investment Management
Connecticut
-$3.81M
2
Wells Fargo
Wells Fargo
California
-$1.66M
3
Jane Street
Jane Street
New York
-$1.45M
4
CAN
Cetera Advisor Networks
California
-$930K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$424K +$416K +17,154 New
VKH
27
Virtu KCG Holdings
New York
$412K -$146K -6,001 -27%
HighTower Advisors
28
HighTower Advisors
Illinois
$397K +$11.9K +491 +3%
VC
29
Vicus Capital
Pennsylvania
$392K +$143K +5,893 +59%
NFG
30
Next Financial Group
Texas
$356K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$353K -$100K -4,130 -22%
GWM
32
Geneos Wealth Management
Colorado
$326K -$8.37K -345 -3%
SWP
33
Stratos Wealth Partners
Ohio
$226K +$221K +9,122 New
CIAS
34
Capital Investment Advisory Services
North Carolina
$210K +$206K +8,475 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$198K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$193K +$47.7K +1,966 +34%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$131K +$54.6K +2,252 +74%
BTIS
38
BB&T Investment Services
North Carolina
$56K +$54.7K +2,255 New
EDRH
39
Edmond de Rothschild Holding
Switzerland
$49K – – –
CFA
40
Carroll Financial Associates
North Carolina
$26K – – –
IA
41
IFP Advisors
Florida
$15K +$4.73K +195 +45%
SIC
42
Salem Investment Counselors
North Carolina
$12K +$194 +8 +2%
APSP
43
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K +$7.28K +300 New
Creative Planning
44
Creative Planning
Kansas
$6K +$6.14K +253 New
FTUS
45
Flow Traders U.S.
New York
$1K +$849 +35 New
AssetMark Inc
46
AssetMark Inc
California
$1K +$1.33K +55 New
FIM
47
Freedom Investment Management
Connecticut
– -$3.81M -152,923 Closed
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
– -$662K -26,623 Closed
SBIA
49
Sheaff Brock Investment Advisors
Indiana
– -$249K -10,000 Closed
Mariner
50
Mariner
Kansas
– -$199K -8,000 Closed
1
2
3

DIV Hedge Fund Activity: Q4 2016 in Review

49 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2016, worth a combined $98.6M — up 14% from $86.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DIV positions and 6 closed out — a net gain of 7 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Dynamic Advisor Solutions, adding an estimated $4.63M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $3.81M sold.

  • 49 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2016, up from 43 in Q3 2016.
  • Funds reported $98.6M of Global X SuperDividend US ETF stock for Q4 2016, up 14% quarter-over-quarter.
  • 13 funds opened new Global X SuperDividend US ETF positions in Q4 2016 and 6 closed out, a net change of +7 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2016 was Dynamic Advisor Solutions, an estimated $4.63M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2016 was Freedom Investment Management, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2016.