Global X SuperDividend US ETF
DIV
5 hedge funds and large institutions have $1.43M invested in Global X SuperDividend US ETF in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2.31% less ownership
Funds ownership: 5.36% → 3.04% (-2.3%)
27% less capital invested
Capital invested by funds: $1.97M → $1.43M (-$542K)
44% less funds holding
Funds holding: 9 → 5 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$834K |
| 2 |
Morgan Stanley
New York
|
+$14K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$7.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Menlo Advisors
Menlo Park,
California
|
-$704K |
| 2 |
LPL Financial
San Diego,
California
|
-$268K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$245K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$114K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$21.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $827K | +$834K | +33,303 | New |
|
|
2
Morgan Stanley
New York
| $222K | +$14K | +558 | +7% |
|
|
CWM
3
Concert Wealth Management
San Jose,
California
| $214K | -$12.5K | -500 | -5% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $151K | +$7.91K | +316 | +5% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $17K | -$21.5K | -858 | -56% |
|
|
MA
6
Menlo Advisors
Menlo Park,
California
| – | -$704K | -32,925 | Closed |
|
|
7
LPL Financial
San Diego,
California
| – | -$268K | -10,595 | Closed |
|
|
CAN
8
Cetera Advisor Networks
El Segundo,
California
| – | -$245K | -9,707 | Closed |
|
|
9
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$114K | -4,532 | Closed |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| – | -$7K | -275 | Closed |
|
DIV Hedge Fund Activity: Q3 2013 in Review
5 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2013, worth a combined $1.43M — down 27% from $1.97M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DIV and 1 opened new positions — a net loss of 4 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $834K. The largest seller was Menlo Advisors, exiting entirely with an estimated $704K sold.
- 5 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2013, down from 9 in Q2 2013.
- Funds reported $1.43M of Global X SuperDividend US ETF stock for Q3 2013, down 27% quarter-over-quarter.
- 1 fund opened new Global X SuperDividend US ETF positions in Q3 2013 and 5 closed out, a net change of -4 holders.
- The largest Global X SuperDividend US ETF buyer in Q3 2013 was Royal Bank of Canada, an estimated $834K added.
- The largest Global X SuperDividend US ETF seller in Q3 2013 was Menlo Advisors, an estimated $704K sold.
Based on aggregated 13F filings for Q3 2013.