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Global X SuperDividend US ETF
DIV

47 hedge funds and large institutions have $124M invested in Global X SuperDividend US ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

9% more funds holding

Funds holding: 43 → 47 (+4)

1% more capital invested

Capital invested by funds: $123M → $124M (+$884K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.3% less ownership

Funds ownership: 30.42% → 29.13% (-1.3%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
18
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$5.92M
2
Morgan Stanley
Morgan Stanley
New York
+$4.37M
3
GFPC
Global Financial Private Capital
Florida
+$772K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$536K
5
SWP
Stratos Wealth Partners
Ohio
+$337K

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$7.72M
2
QI
QS Investors
New York
-$1.9M
3
Ameriprise
Ameriprise
Minnesota
-$1.4M
4
Bank of America
Bank of America
North Carolina
-$703K
5
Jane Street
Jane Street
New York
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$306K -$4.71K -186 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$298K +$68.8K +2,718 +30%
GWM
28
Geneos Wealth Management
Colorado
$283K -$2.43K -96 -0.9%
FCAG
29
First Capital Advisors Group
New Jersey
$234K – – –
PAG
30
Private Advisor Group
New Jersey
$226K +$9.44K +373 +4%
SB
31
Suntrust Banks
Georgia
$223K +$221K +8,730 New
IH
32
IFC Holdings
Florida
$207K -$4.78K -189 -2%
Mariner
33
Mariner
Kansas
$204K – – –
CCP
34
Cardan Capital Partners
Colorado
$204K +$202K +8,001 New
NFG
35
Next Financial Group
Texas
$191K +$47.3K +1,870 +33%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$161K +$42.9K +1,696 +37%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$146K -$3.34K -132 -2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$129K +$27K +1,065 +27%
IA
39
IFP Advisors
Florida
$69K +$24.4K +965 +55%
AIM
40
Anchor Investment Management
South Carolina
$53.6K +$53.2K +2,103 New
PA
41
Parallel Advisors
California
$28K – – –
US Bancorp
42
US Bancorp
Minnesota
$20K – – –
HI
43
Hudock Inc
Pennsylvania
$18K +$18K +712 New
EDRH
44
Edmond de Rothschild Holding
Switzerland
$13K -$38K -1,500 -75%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$3K +$2.73K +108 New
SS
46
Simplicity Solutions
Minnesota
– -$7.72M -303,945 Closed
Ameriprise
47
Ameriprise
Minnesota
– -$1.4M -54,769 Closed
Jane Street
48
Jane Street
New York
– -$336K -13,219 Closed
Creative Planning
49
Creative Planning
Kansas
– -$16K -642 Closed
Citigroup
50
Citigroup
New York
– +$25 +1 +7%
1
2

DIV Hedge Fund Activity: Q3 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2017, worth a combined $124M — up 0.72% from $123M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIV positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $5.92M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $7.72M sold.

  • 47 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2017, up from 43 in Q2 2017.
  • Funds reported $124M of Global X SuperDividend US ETF stock for Q3 2017, up 0.72% quarter-over-quarter.
  • 8 funds opened new Global X SuperDividend US ETF positions in Q3 2017 and 4 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q3 2017 was AE Wealth Management, an estimated $5.92M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2017 was Simplicity Solutions, an estimated $7.72M sold.

Based on aggregated 13F filings for Q3 2017.