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Global X SuperDividend US ETF
DIV

75 hedge funds and large institutions have $199M invested in Global X SuperDividend US ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

14% more funds holding

Funds holding: 66 → 75 (+9)

4% more capital invested

Capital invested by funds: $192M → $199M (+$6.74M)

1.92% less ownership

Funds ownership: 36.42% → 34.5% (-1.9%)

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
21
Closed
6
Calls
$117K
Puts
–
Net Calls
+$117K
Net Calls Change
+$117K

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$4.05M
2
SS
Simplicity Solutions
Minnesota
+$3.67M
3
Truist Financial
Truist Financial
North Carolina
+$1.76M
4
PI
PFS Investments
Georgia
+$1.35M
5
Morgan Stanley
Morgan Stanley
New York
+$971K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.44M
2
QI
QS Investors
New York
-$3.85M
3
FIM
Freedom Investment Management
Connecticut
-$2.33M
4
UBS Group
UBS Group
Switzerland
-$500K
5
HighTower Advisors
HighTower Advisors
Illinois
-$452K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
51
Global Wealth Management Investment Advisory
Florida
$129K +$1.85K +79 +1%
CF
52
Centaurus Financial
California
$120K +$118K +5,057 New
CIAS
53
Capital Investment Advisory Services
North Carolina
$95K – – –
NFG
54
Next Financial Group
Texas
$85K -$383K -16,381 -82%
AIM
55
Anchor Investment Management
South Carolina
$71.5K -$67.6K -2,889 -49%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$68K -$13.5K -577 -17%
SWM
57
Sugarloaf Wealth Management
Georgia
$68K +$66.9K +2,858 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$59K – – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$48K +$936 +40 +2%
NL
60
NVWM LLC
Pennsylvania
$36K – – –
ASN
61
Advisory Services Network
Georgia
$35K +$34.5K +1,476 New
SFS
62
Sowell Financial Services
Arkansas
$34K +$2.01K +86 +6%
FGAM
63
Financial Gravity Asset Management
Texas
$24K -$85.5K -3,653 -34%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K – – –
HNB
65
Huntington National Bank
Ohio
$23K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$22K – – –
SIC
67
Salem Investment Counselors
North Carolina
$14K +$281 +12 +2%
AA
68
Advisory Alpha
Michigan
$10.4K +$421 +18 +4%
VCP
69
Verus Capital Partners
Arizona
$6K +$6.27K +268 New
MAM
70
Meeder Asset Management
Ohio
$6K +$6.39K +273 New
HI
71
Hudock Inc
Pennsylvania
$5K – – –
US Bancorp
72
US Bancorp
Minnesota
$4K -$9.99K -427 -72%
LWA
73
Lenox Wealth Advisors
New York
$3K +$3.04K +130 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$2K – – –
FHA
75
Flagship Harbor Advisors
Massachusetts
$1K – – –
1 2
3
4

DIV Hedge Fund Activity: Q4 2019 in Review

75 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2019, worth a combined $199M — up 3.5% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DIV positions and 6 closed out — a net gain of 11 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $4.05M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $6.44M.

  • 75 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2019, up from 66 in Q3 2019.
  • Funds reported $199M of Global X SuperDividend US ETF stock for Q4 2019, up 3.5% quarter-over-quarter.
  • 17 funds opened new Global X SuperDividend US ETF positions in Q4 2019 and 6 closed out, a net change of +11 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2019 was AE Wealth Management, an estimated $4.05M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2019 was Cambridge Investment Research Advisors, an estimated $6.44M sold.

Based on aggregated 13F filings for Q4 2019.