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Global X SuperDividend US ETF
DIV

57 hedge funds and large institutions have $149M invested in Global X SuperDividend US ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

21% more funds holding

Funds holding: 47 → 57 (+10)

20% more capital invested

Capital invested by funds: $124M → $149M (+$24.7M)

5.56% more ownership

Funds ownership: 29.13% → 34.69% (+5.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
21
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
+$15.8M
2
QI
QS Investors
New York
+$4.77M
3
Bank of America
Bank of America
North Carolina
+$2.47M
4
AWM
AE Wealth Management
Kansas
+$2.47M
5
Jane Street
Jane Street
New York
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.43M
2
DAS
Dynamic Advisor Solutions
Arizona
-$1.88M
3
ICOA
Investment Centers of America
North Dakota
-$1.6M
4
GFPC
Global Financial Private Capital
Florida
-$778K
5
Morgan Stanley
Morgan Stanley
New York
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
IH
26
IFC Holdings
Florida
$429K +$221K +8,698 +107%
NFG
27
Next Financial Group
Texas
$417K +$224K +8,800 +118%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$393K -$10.7K -421 -3%
SWP
29
Stratos Wealth Partners
Ohio
$356K +$15.3K +603 +5%
Renaissance Technologies
30
Renaissance Technologies
New York
$325K +$322K +12,695 New
CIAS
31
Capital Investment Advisory Services
North Carolina
$317K +$10.2K +400 +3%
GWM
32
Geneos Wealth Management
Colorado
$284K +$102 +4 +0%
FCAG
33
First Capital Advisors Group
New Jersey
$234K – – –
CCP
34
Cardan Capital Partners
Colorado
$221K +$16.7K +658 +8%
FIM
35
Freedom Investment Management
Connecticut
$212K +$210K +8,270 New
CF
36
Centaurus Financial
California
$206K +$204K +8,042 New
Mariner
37
Mariner
Kansas
$205K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$163K +$17K +671 +12%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$134K -$27.7K -1,090 -17%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$122K -$7.62K -300 -6%
AIM
41
Anchor Investment Management
South Carolina
$74.3K +$20.3K +800 +38%
IA
42
IFP Advisors
Florida
$72K +$2.79K +110 +4%
NL
43
NVWM LLC
Pennsylvania
$45K +$44.2K +1,740 New
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.8K +$29.6K +1,165 New
PA
45
Parallel Advisors
California
$29K – – –
FAAS
46
First Allied Advisory Services
California
$27K +$26.7K +1,053 New
HI
47
Hudock Inc
Pennsylvania
$26K +$8.59K +338 +47%
SWM
48
SeaCrest Wealth Management
New York
$26K +$25.4K +1,000 New
FGC
49
Financial Gravity Companies
Texas
$26K +$26.8K +1,056 New
US Bancorp
50
US Bancorp
Minnesota
$20K – – –
1
2
3

DIV Hedge Fund Activity: Q4 2017 in Review

57 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2017, worth a combined $149M — up 20% from $124M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DIV positions and 5 closed out — a net gain of 10 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Simplicity Solutions, opening a new position worth an estimated $15.8M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.43M sold.

  • 57 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2017, up from 47 in Q3 2017.
  • Funds reported $149M of Global X SuperDividend US ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend US ETF positions in Q4 2017 and 5 closed out, a net change of +10 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $15.8M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2017 was Goldman Sachs, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2017.