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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$15.8M |
| 2 |
QI
QS Investors
New York
|
+$4.77M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.47M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.47M |
| 5 |
Jane Street
New York
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.43M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.88M |
| 3 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$1.6M |
| 4 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$778K |
| 5 |
Morgan Stanley
New York
|
-$506K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EDRH
51
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $13K | – | – | – |
|
52
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $11K | +$10.7K | +420 | New |
|
|
WWMSC
53
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $8K | +$7.62K | +300 | New |
|
|
GI
54
Gradient Investments
Arden Hills,
Minnesota
| $5K | +$5.08K | +200 | New |
|
|
BFEC
55
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | – | – | – |
|
|
56
Goldman Sachs
New York
| – | -$2.43M | -95,340 | Closed |
|
|
ICOA
57
Investment Centers of America
Bismarck,
North Dakota
| – | -$1.6M | -62,968 | Closed |
|
|
GFPC
58
Global Financial Private Capital
Sarasota,
Florida
| – | -$778K | -30,504 | Closed |
|
|
PAG
59
Private Advisor Group
Morristown,
New Jersey
| – | -$226K | -8,900 | Closed |
|
|
SB
60
Suntrust Banks
Atlanta,
Georgia
| – | -$223K | -8,730 | Closed |
|
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.