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Global X SuperDividend US ETF
DIV

70 hedge funds and large institutions have $92.3M invested in Global X SuperDividend US ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 75 → 70 (-5)

7.35% less ownership

Funds ownership: 34.5% → 27.15% (-7.3%)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

54% less capital invested

Capital invested by funds: $199M → $92.3M (-$107M)

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
24
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$9.33M
2
Jane Street
Jane Street
New York
+$1.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.31M
4
UBS Group
UBS Group
Switzerland
+$1.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$925K

Top Sellers

Rank Fund Capital Flow
1
QI
QS Investors
New York
-$8.79M
2
Bank of America
Bank of America
North Carolina
-$7.15M
3
SS
Simplicity Solutions
Minnesota
-$5.46M
4
AWM
AE Wealth Management
Kansas
-$4.88M
5
FIM
Freedom Investment Management
Connecticut
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$31K +$49.8K +2,440 New
AIC
52
Ameritas Investment Company
Nebraska
$26K +$45.4K +2,224 New
TC
53
Truvestments Capital
Florida
$17K +$28.3K +1,385 New
SFS
54
Sowell Financial Services
Arkansas
$16K -$4.41K -216 -15%
GWM
55
Geneos Wealth Management
Colorado
$15K -$222K -10,864 -90%
MWM
56
MBE Wealth Management
Wisconsin
$13K +$20.8K +1,021 New
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K – – –
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$12K -$22.6K -1,109 -55%
ASN
59
Advisory Services Network
Georgia
$12K -$10.8K -531 -36%
HNB
60
Huntington National Bank
Ohio
$12K – – –
VCP
61
Verus Capital Partners
Arizona
$11K +$11.6K +568 +212%
CFD
62
Creative Financial Designs
Indiana
$11K +$16.8K +825 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$5K +$8.47K +415 New
HI
64
Hudock Inc
Pennsylvania
$3K – – –
US Bancorp
65
US Bancorp
Minnesota
$2K – – –
FGAM
66
Financial Gravity Asset Management
Texas
$1.52K -$144K -7,063 -98%
FHA
67
Flagship Harbor Advisors
Massachusetts
$1K – – –
HFA
68
HC Financial Advisors
California
$1K +$1.84K +90 New
FIM
69
Freedom Investment Management
Connecticut
– -$2.9M -122,305 Closed
JWCA
70
J.W. Cole Advisors
Florida
– -$1.34M -56,552 Closed
CC
71
Claybrook Capital
Massachusetts
– -$1.24M -53,300 Closed
JP Morgan Chase
72
JP Morgan Chase
New York
– -$962K -40,526 Closed
RA
73
RFG Advisory
Alabama
– -$831K -35,000 Closed
AWS
74
AJ Wealth Strategies
New York
– -$424K -17,877 Closed
Renaissance Technologies
75
Renaissance Technologies
New York
– -$384K -16,187 Closed
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DIV Hedge Fund Activity: Q1 2020 in Review

70 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2020, worth a combined $92.3M — down 54% from $199M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DIV and 16 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 21 added.

The largest buyer was Citadel Advisors, adding an estimated $9.33M. The largest seller was QS Investors, cutting an estimated $8.79M.

  • 70 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2020, down from 75 in Q4 2019.
  • Funds reported $92.3M of Global X SuperDividend US ETF stock for Q1 2020, down 54% quarter-over-quarter.
  • 16 funds opened new Global X SuperDividend US ETF positions in Q1 2020 and 19 closed out, a net change of -3 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2020 was Citadel Advisors, an estimated $9.33M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2020 was QS Investors, an estimated $8.79M sold.

Based on aggregated 13F filings for Q1 2020.