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Global X SuperDividend US ETF
DIV

58 hedge funds and large institutions have $151M invested in Global X SuperDividend US ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

66% more capital invested

Capital invested by funds: $90.9M → $151M (+$59.9M)

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

9% more funds holding

Funds holding: 53 → 58 (+5)

3.15% more ownership

Funds ownership: 34.78% → 37.93% (+3.1%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$4.64M
2
Morgan Stanley
Morgan Stanley
New York
+$3.3M
3
SS
Simplicity Solutions
Minnesota
+$1.86M
4
AWM
AE Wealth Management
Kansas
+$1.85M
5
QI
QS Investors
New York
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
RIA
RPG Investment Advisory
California
-$3.52M
2
DAS
Dynamic Advisor Solutions
Arizona
-$3.32M
3
Wells Fargo
Wells Fargo
California
-$1.47M
4
Goldman Sachs
Goldman Sachs
New York
-$1.21M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$406K +$398K +16,193 New
CF
27
Centaurus Financial
California
$314K +$99.5K +4,052 +48%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$299K -$83.4K -3,395 -22%
GWM
29
Geneos Wealth Management
Colorado
$288K +$98 +4 +0%
PFS
30
Prospera Financial Services
Texas
$278K – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$262K +$256K +10,439 New
FAAS
32
First Allied Advisory Services
California
$246K +$17K +693 +8%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$238K +$55.2K +2,249 +31%
SWP
34
Stratos Wealth Partners
Ohio
$233K +$1.01K +41 +0.4%
FCAG
35
First Capital Advisors Group
New Jersey
$230K – – –
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$229K – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$208K -$235K -9,570 -54%
FIM
38
Freedom Investment Management
Connecticut
$208K -$11.4K -463 -5%
Mariner
39
Mariner
Kansas
$201K +$197K +8,000 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$90K -$3.54K -144 -4%
AIM
41
Anchor Investment Management
South Carolina
$72.8K – – –
IA
42
IFP Advisors
Florida
$46K -$24.6K -1,000 -36%
CWA
43
Clarus Wealth Advisors
Arizona
$46K +$46.7K +1,900 New
NL
44
NVWM LLC
Pennsylvania
$42K -$1.94K -79 -5%
FGAM
45
Financial Gravity Asset Management
Texas
$34K +$2.21K +90 +7%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1K – – –
SWM
47
SeaCrest Wealth Management
New York
$25K – – –
ACS
48
Archford Capital Strategies
Illinois
$25K +$24.6K +1,000 New
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$24K -$430K -17,500 -95%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K – – –
1
2
3

DIV Hedge Fund Activity: Q2 2018 in Review

58 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2018, worth a combined $151M — up 66% from $90.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DIV positions and 6 closed out — a net gain of 6 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $4.64M. The largest seller was RPG Investment Advisory, exiting entirely with an estimated $3.52M sold.

  • 58 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2018, up from 53 in Q1 2018.
  • Funds reported $151M of Global X SuperDividend US ETF stock for Q2 2018, up 66% quarter-over-quarter.
  • 12 funds opened new Global X SuperDividend US ETF positions in Q2 2018 and 6 closed out, a net change of +6 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2018 was Prudential plc, an estimated $4.64M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2018 was RPG Investment Advisory, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2018.