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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
HNB
51
Huntington National Bank
Ohio
$22K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$21K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$18K +$18.6K +808 +40,400%
TC
54
Truvestments Capital
Florida
$17K – – –
CWA
55
Clarus Wealth Advisors
Arizona
$16K – – –
US Bancorp
56
US Bancorp
Minnesota
$13K -$135K -5,850 -91%
SIC
57
Salem Investment Counselors
North Carolina
$13K +$12.9K +559 New
FCA
58
FinTrust Capital Advisors
South Carolina
$9K – – –
BCMIO
59
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$2.72K +118 New
RIA
60
Realta Investment Advisors
Delaware
$3K +$2.88K +125 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$2K – – –
FHA
62
Flagship Harbor Advisors
Massachusetts
$2K – – –
GFPC
63
Global Financial Private Capital
Florida
– -$1.12M -46,900 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
– -$786K -33,005 Closed
SWP
65
Stratos Wealth Partners
Ohio
– -$237K -9,938 Closed
SPC
66
Sigma Planning Corp
Michigan
– -$204K -8,582 Closed
CFGS
67
Concourse Financial Group Securities
Alabama
– -$34K -1,475 Closed
CA
68
Cetera Advisors
Colorado
– -$28K -1,167 Closed
SWM
69
SeaCrest Wealth Management
New York
– -$24K -1,000 Closed
GSWM
70
Golden State Wealth Management
California
– -$7K -300 Closed
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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.