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Global X SuperDividend US ETF
DIV

62 hedge funds and large institutions have $185M invested in Global X SuperDividend US ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

34% more capital invested

Capital invested by funds: $138M → $185M (+$47.3M)

3.87% more ownership

Funds ownership: 33.76% → 37.63% (+3.9%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less funds holding

Funds holding: 64 → 62 (-2)

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$18.4M
2
SS
Simplicity Solutions
Minnesota
+$16.4M
3
FIM
Freedom Investment Management
Connecticut
+$12.1M
4
Bank of America
Bank of America
North Carolina
+$4.63M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
JPLA
Joseph P. Lucia & Associates
New York
-$10.9M
2
QI
QS Investors
New York
-$1.34M
3
GFPC
Global Financial Private Capital
Florida
-$1.12M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$786K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$380K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$746K +$28.8K +1,251 +4%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$681K -$380K -16,502 -35%
RJA
28
Raymond James & Associates
Florida
$617K +$2.35K +102 +0.4%
NFG
29
Next Financial Group
Texas
$436K +$7.58K +329 +2%
AWS
30
AJ Wealth Strategies
New York
$405K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$377K +$61.5K +2,669 +19%
FGAM
32
Financial Gravity Asset Management
Texas
$337K +$343K +14,885 +124,042%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$319K +$90.9K +3,943 +39%
PFS
34
Prospera Financial Services
Texas
$302K +$4.96K +215 +2%
FAAS
35
First Allied Advisory Services
California
$298K +$33K +1,431 +12%
GWM
36
Geneos Wealth Management
Colorado
$272K +$115 +5 +0%
PAG
37
Private Advisor Group
New Jersey
$231K +$235K +10,195 New
Citigroup
38
Citigroup
New York
$227K +$231K +10,000 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$211K -$62.8K -2,725 -23%
Creative Planning
40
Creative Planning
Kansas
$210K -$224K -9,727 -51%
HIS
41
Harvest Investment Services
Illinois
$206K +$211K +9,145 New
AIM
42
Anchor Investment Management
South Carolina
$134K +$69.2K +3,000 +103%
GWMIA
43
Global Wealth Management Investment Advisory
Florida
$130K -$415 -18 -0.3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$105K +$5.05K +219 +5%
CF
45
Centaurus Financial
California
$105K +$102K +4,433 +2,131%
CIAS
46
Capital Investment Advisory Services
North Carolina
$91K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$59K – – –
NL
48
NVWM LLC
Pennsylvania
$35K – – –
ACS
49
Archford Capital Strategies
Illinois
$23K – – –
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.6K – – –
1
2
3

DIV Hedge Fund Activity: Q2 2019 in Review

62 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2019, worth a combined $185M — up 34% from $138M a quarter earlier.

Fund positioning in DIV was balanced in Q2 2019: 8 funds opened new positions, 8 closed out, 28 added to existing stakes and 12 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $18.4M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $10.9M.

  • 62 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2019, down from 64 in Q1 2019.
  • Funds reported $185M of Global X SuperDividend US ETF stock for Q2 2019, up 34% quarter-over-quarter.
  • 8 funds opened new Global X SuperDividend US ETF positions in Q2 2019 and 8 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2019 was AE Wealth Management, an estimated $18.4M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2019.