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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$4.64M |
| 2 |
Morgan Stanley
New York
|
+$3.3M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.86M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.85M |
| 5 |
QI
QS Investors
New York
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
RPG Investment Advisory
Pleasanton,
California
|
-$3.52M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.32M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.47M |
| 4 |
Goldman Sachs
New York
|
-$1.21M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$430K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
SEI Investments
Oaks,
Pennsylvania
| $11K | +$10.8K | +439 | New |
|
|
WWMSC
52
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $8K | – | – | – |
|
|
SFM
53
Signet Financial Management
Parsippany,
New Jersey
| $5K | -$25.8K | -1,050 | -84% |
|
|
AF
54
Advisornet Financial
Minnetonka,
Minnesota
| $5K | +$4.81K | +196 | New |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
FHA
56
Flagship Harbor Advisors
Boston,
Massachusetts
| $3K | +$3.1K | +126 | New |
|
|
TC
57
Trilogy Capital
Irvine,
California
| $1K | – | – | – |
|
|
RIA
58
RPG Investment Advisory
Pleasanton,
California
| – | -$3.52M | -146,691 | Closed |
|
|
DAS
59
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$3.32M | -138,288 | Closed |
|
|
60
Goldman Sachs
New York
| – | -$1.21M | -50,200 | Closed |
|
|
PA
61
Parallel Advisors
San Francisco,
California
| – | -$27K | -1,121 | Closed |
|
62
US Bancorp
Minneapolis,
Minnesota
| – | -$19K | -793 | Closed |
|
|
BFEC
63
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$3K | -108 | Closed |
|
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.