We are live on ! Find out more
DIV icon

Global X SuperDividend US ETF
DIV

62 hedge funds and large institutions have $103M invested in Global X SuperDividend US ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

3% more funds holding

Funds holding: 60 → 62 (+2)

12.64% less ownership

Funds ownership: 39.34% → 26.7% (-13%)

38% less capital invested

Capital invested by funds: $165M → $103M (-$62.1M)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$3.04M
2
Bank of America
Bank of America
North Carolina
+$2.35M
3
RA
RFG Advisory
Alabama
+$849K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$548K
5
PI
PFS Investments
Georgia
+$304K

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$21.7M
2
AWM
AE Wealth Management
Kansas
-$20.2M
3
Morgan Stanley
Morgan Stanley
New York
-$4.87M
4
QI
QS Investors
New York
-$3.23M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$21K – – –
W
52
WealthOne
New York
$20K +$22.1K +912 New
CWA
53
Clarus Wealth Advisors
Arizona
$16K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$10K +$10.3K +425 +14,167%
IA
55
IFP Advisors
Florida
$9K -$24.3K -1,000 -71%
FCA
56
FinTrust Capital Advisors
South Carolina
$9K +$9.34K +385 New
KCM
57
Karp Capital Management
California
$6K +$6.06K +250 New
CB
58
Community Bank
New York
$3K +$3.06K +126 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$2K – – –
FHA
60
Flagship Harbor Advisors
Massachusetts
$2K – – –
CF
61
Centaurus Financial
California
$8 +$4.25K +175 +1,944%
FIM
62
Freedom Investment Management
Connecticut
– -$208K -8,229 Closed
Mariner
63
Mariner
Kansas
– -$202K -8,000 Closed
SFM
64
Signet Financial Management
New Jersey
– -$5K -200 Closed
TC
65
Trilogy Capital
California
– -$1K -42 Closed
1 2
3

DIV Hedge Fund Activity: Q4 2018 in Review

62 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2018, worth a combined $103M — down 38% from $165M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DIV positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.04M. The largest seller was Simplicity Solutions, cutting an estimated $21.7M.

  • 62 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2018, up from 60 in Q3 2018.
  • Funds reported $103M of Global X SuperDividend US ETF stock for Q4 2018, down 38% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend US ETF positions in Q4 2018 and 5 closed out, a net change of +5 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2018 was Citadel Advisors, an estimated $3.04M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2018 was Simplicity Solutions, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2018.