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Global X SuperDividend US ETF
DIV

43 hedge funds and large institutions have $123M invested in Global X SuperDividend US ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

17% more capital invested

Capital invested by funds: $106M → $123M (+$17.7M)

3.04% more ownership

Funds ownership: 27.38% → 30.42% (+3%)

2% less funds holding

Funds holding: 44 → 43 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
19
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QI
QS Investors
New York
+$8.64M
2
SS
Simplicity Solutions
Minnesota
+$7.71M
3
AWM
AE Wealth Management
Kansas
+$5.64M
4
Morgan Stanley
Morgan Stanley
New York
+$2.86M
5
Bank of America
Bank of America
North Carolina
+$854K

Top Sellers

Rank Fund Capital Flow
1
NSLI
Nan Shan Life Insurance
Taiwan
-$4.03M
2
FCAG
First Capital Advisors Group
New Jersey
-$3.97M
3
Jane Street
Jane Street
New York
-$2.76M
4
SCM
Sterling Capital Management
North Carolina
-$610K
5
AI
Atria Investments
North Carolina
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$309K +$12K +472 +4%
GWM
27
Geneos Wealth Management
Colorado
$284K +$127 +5 +0%
FCAG
28
First Capital Advisors Group
New Jersey
$233K -$3.97M -156,652 -94%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$228K +$227K +8,973 New
PAG
30
Private Advisor Group
New Jersey
$213K +$11.4K +450 +6%
IH
31
IFC Holdings
Florida
$210K +$211K +8,321 New
Mariner
32
Mariner
Kansas
$203K – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$148K +$24.6K +969 +20%
NFG
34
Next Financial Group
Texas
$142K – – –
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$118K -$31.8K -1,256 -21%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$102K +$8.11K +320 +9%
EDRH
37
Edmond de Rothschild Holding
Switzerland
$51K – – –
IA
38
IFP Advisors
Florida
$44K +$28.3K +1,115 +178%
PA
39
Parallel Advisors
California
$29K – – –
US Bancorp
40
US Bancorp
Minnesota
$20K – – –
Creative Planning
41
Creative Planning
Kansas
$16K +$9.79K +386 +151%
NSLI
42
Nan Shan Life Insurance
Taiwan
– -$4.03M -160,000 Closed
AI
43
Atria Investments
North Carolina
– -$229K -9,071 Closed
BTIS
44
BB&T Investment Services
North Carolina
– -$36K -1,429 Closed
CFA
45
Carroll Financial Associates
North Carolina
– -$27K -1,073 Closed
SIC
46
Salem Investment Counselors
North Carolina
– -$12K -484 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -105 Closed
1
2

DIV Hedge Fund Activity: Q2 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2017, worth a combined $123M — up 17% from $106M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DIV and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 19 added.

The largest buyer was QS Investors, adding an estimated $8.64M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $4.03M sold.

  • 43 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2017, down from 44 in Q1 2017.
  • Funds reported $123M of Global X SuperDividend US ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend US ETF positions in Q2 2017 and 6 closed out, a net change of -1 holder.
  • The largest Global X SuperDividend US ETF buyer in Q2 2017 was QS Investors, an estimated $8.64M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2017 was Nan Shan Life Insurance, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2017.