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Global X SuperDividend US ETF
DIV

53 hedge funds and large institutions have $90.9M invested in Global X SuperDividend US ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

0.09% more ownership

Funds ownership: 34.69% → 34.78% (+0.09%)

7% less funds holding

Funds holding: 57 → 53 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

39% less capital invested

Capital invested by funds: $149M → $90.9M (-$57.9M)

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
+$3.32M
2
AWM
AE Wealth Management
Kansas
+$3.15M
3
Goldman Sachs
Goldman Sachs
New York
+$1.24M
4
GFPC
Global Financial Private Capital
Florida
+$1.09M
5
PI
PFS Investments
Georgia
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$3.62M
2
Bank of America
Bank of America
North Carolina
-$3.28M
3
Jane Street
Jane Street
New York
-$1.93M
4
QI
QS Investors
New York
-$1.91M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$276K +$9.92K +403 +4%
Renaissance Technologies
27
Renaissance Technologies
New York
$270K -$36.1K -1,466 -12%
PFS
28
Prospera Financial Services
Texas
$266K +$273K +11,088 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$229K +$106K +4,322 +82%
SWP
30
Stratos Wealth Partners
Ohio
$222K -$115K -4,657 -33%
FAAS
31
First Allied Advisory Services
California
$222K +$200K +8,140 +773%
FCAG
32
First Capital Advisors Group
New Jersey
$220K – – –
FIM
33
Freedom Investment Management
Connecticut
$211K +$12.1K +492 +6%
CF
34
Centaurus Financial
California
$204K +$10.8K +439 +5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$176K +$22.2K +900 +14%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$89K -$26.2K -1,065 -22%
IA
37
IFP Advisors
Florida
$72K – – –
AIM
38
Anchor Investment Management
South Carolina
$69.8K – – –
NL
39
NVWM LLC
Pennsylvania
$41K – – –
QI
40
QS Investors
New York
$32K -$1.91M -77,532 -4%
FGC
41
Financial Gravity Companies
Texas
$31K +$4.83K +196 +19%
FGAM
42
Financial Gravity Asset Management
Texas
$31K +$30.8K +1,252 New
SFM
43
Signet Financial Management
New Jersey
$30K +$30.8K +1,250 New
PA
44
Parallel Advisors
California
$27K – – –
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24K -$4.06K -165 -14%
SWM
46
SeaCrest Wealth Management
New York
$24K – – –
US Bancorp
47
US Bancorp
Minnesota
$19K – – –
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K – – –
WWMSC
49
Wagner Wealth Management (South Carolina)
South Carolina
$7K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$3K – – –
1
2
3

DIV Hedge Fund Activity: Q1 2018 in Review

53 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2018, worth a combined $90.9M — down 39% from $149M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DIV and 7 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 19 added.

The largest buyer was Simplicity Solutions, adding an estimated $3.32M. The largest seller was Stifel Financial, cutting an estimated $3.62M.

  • 53 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2018, down from 57 in Q4 2017.
  • Funds reported $90.9M of Global X SuperDividend US ETF stock for Q1 2018, down 39% quarter-over-quarter.
  • 7 funds opened new Global X SuperDividend US ETF positions in Q1 2018 and 11 closed out, a net change of -4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2018 was Simplicity Solutions, an estimated $3.32M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2018 was Stifel Financial, an estimated $3.62M sold.

Based on aggregated 13F filings for Q1 2018.