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Global X SuperDividend US ETF

23 hedge funds and large institutions have $64.4M invested in Global X SuperDividend US ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

322% more capital invested

Capital invested by funds: $15.3M → $64.4M (+$49.2M)

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

44% more funds holding

Funds holding: 1623 (+7)

17.46% more ownership

Funds ownership: 11.85%29.31% (+17%)

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
9
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.8M +$13.6M +464,808 +410%
ACM
2
Aviance Capital Management
Florida
$16M +$16.1M +550,708 New
NCM
3
Niemann Capital Management
Nevada
$12.6M +$12.7M +434,342 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.04M +$3.05M +104,662 New
BTS
5
BB&T Securities
Virginia
$3.02M +$303K +10,400 New
UCFA
6
United Capital Financial Advisors
Texas
$2.57M +$2.58M +88,506 New
RJA
7
Raymond James & Associates
Florida
$2.13M +$1.35M +46,205 +170%
Bank of America
8
Bank of America
North Carolina
$2.08M +$434K +14,861 +26%
LPL Financial
9
LPL Financial
California
$1.73M +$421K +14,434 +32%
CAN
10
Cetera Advisor Networks
California
$1.05M +$1.05M +36,016 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.01M -$534K -18,293 -35%
Ameriprise
12
Ameriprise
Minnesota
$664K +$661K +22,664 +7,555%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$619K +$378K +12,960 +155%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$429K -$1.28M -43,902 -75%
AIG
15
American International Group
New York
$280K +$209K +7,150 +288%
NFG
16
Next Financial Group
Texas
$104K
U
17
UBS
Switzerland
$91K +$56.3K +1,930 +161%
WCM
18
Westend Capital Management
California
$85K +$87.5K +3,000 New
Wells Fargo
19
Wells Fargo
California
$58K +$57.4K +1,967 New
WA
20
WFG Advisors
Texas
$34K +$292 +10 +0.9%
PAG
21
Private Advisor Group
New Jersey
$12K +$11.8K +404 New
RIA
22
Regal Investment Advisors
Michigan
$12K +$12.2K +419 New
Creative Planning
23
Creative Planning
Kansas
$9K +$8.66K +297 New
Jane Street
24
Jane Street
New York
-$2.54M -86,162 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$580K -19,650 Closed

DIV Hedge Fund Activity: Q3 2014 in Review

23 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2014, worth a combined $64.4M — up 322% from $15.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DIV positions and 4 closed out — a net gain of 7 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Aviance Capital Management, opening a new position worth an estimated $16.1M. The largest seller was Jane Street, exiting entirely with an estimated $2.54M sold.

  • 23 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2014, up from 16 in Q2 2014.
  • Funds reported $64.4M of Global X SuperDividend US ETF stock for Q3 2014, up 322% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend US ETF positions in Q3 2014 and 4 closed out, a net change of +7 holders.
  • The largest Global X SuperDividend US ETF buyer in Q3 2014 was Aviance Capital Management, an estimated $16.1M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2014 was Jane Street, an estimated $2.54M sold.

Based on aggregated 13F filings for Q3 2014.