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Global X SuperDividend US ETF

38 hedge funds and large institutions have $83.6M invested in Global X SuperDividend US ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

65% more funds holding

Funds holding: 2338 (+15)

30% more capital invested

Capital invested by funds: $64.4M → $83.6M (+$19.2M)

2% less ownership

Funds ownership: 29.31%27.31% (-2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
+15
Holders Change %
+65.22%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
11
Reduced
5
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
$25M +$8.38M +287,648 +50%
ACM
2
Aviance Capital Management
Florida
$16M +$115K +3,942 +0.7%
JCM
3
Janney Capital Management
Pennsylvania
$5.63M +$5.67M +194,682 New
Citadel Advisors
4
Citadel Advisors
Florida
$5.31M +$5.35M +183,605 New
RJA
5
Raymond James & Associates
Florida
$4.91M +$2.81M +96,495 +132%
Bank of America
6
Bank of America
North Carolina
$4.21M +$2.15M +73,963 +103%
Wells Fargo
7
Wells Fargo
California
$3.66M +$3.63M +124,547 +6,332%
BTS
8
BB&T Securities
Virginia
$3M
LPL Financial
9
LPL Financial
California
$2.44M +$719K +24,684 +41%
VF
10
Virtu Financial
New York
$2.15M +$2.17M +74,445 New
BAAM
11
Baker Avenue Asset Management
California
$1.8M +$1.81M +62,203 New
SG Americas Securities
12
SG Americas Securities
New York
$1.61M +$1.62M +55,758 New
SFM
13
Signet Financial Management
New Jersey
$1.46M +$1.47M +50,444 New
GWA
14
Genesis Wealth Advisors
Massachusetts
$782K +$790K +27,110 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$739K +$745K +25,581 New
UBS Group
16
UBS Group
Switzerland
$734K +$740K +25,396 New
PI
17
Placemark Investments
Illinois
$583K +$588K +20,198 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$490K -$127K -4,369 -20%
Ameriprise
19
Ameriprise
Minnesota
$475K -$198K -6,799 -30%
AIG
20
American International Group
New York
$446K +$169K +5,791 +60%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$417K -$10.8K -370 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$413K -$593K -20,342 -59%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$348K +$351K +12,045 New
Jane Street
24
Jane Street
New York
$298K +$300K +10,295 New
CCG
25
Cypress Capital Group
Florida
$211K +$213K +7,300 New

DIV Hedge Fund Activity: Q4 2014 in Review

38 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2014, worth a combined $83.6M — up 30% from $64.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIV positions and 4 closed out — a net gain of 16 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.38M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $12.6M sold.

  • 38 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2014, up from 23 in Q3 2014.
  • Funds reported $83.6M of Global X SuperDividend US ETF stock for Q4 2014, up 30% quarter-over-quarter.
  • 20 funds opened new Global X SuperDividend US ETF positions in Q4 2014 and 4 closed out, a net change of +16 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2014 was Morgan Stanley, an estimated $8.38M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2014 was Niemann Capital Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2014.