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Global X SuperDividend US ETF

38 hedge funds and large institutions have $70.3M invested in Global X SuperDividend US ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more funds holding

Funds holding: 3838 (0)

3.11% less ownership

Funds ownership: 27.31%24.19% (-3.1%)

16% less capital invested

Capital invested by funds: $83.6M → $70.3M (-$13.3M)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.3M -$6.29M -218,886 -25%
ACM
2
Aviance Capital Management
Florida
$13.4M -$2.3M -80,167 -14%
JCM
3
Janney Capital Management
Pennsylvania
$5.54M +$19.2K +670 +0.3%
CCM
4
CWH Capital Management
Washington
$4.52M +$4.58M +159,519 New
Wells Fargo
5
Wells Fargo
California
$4.51M +$935K +32,559 +26%
LPL Financial
6
LPL Financial
California
$2.5M +$108K +3,768 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.08M +$1.69M +58,990 +410%
SC
8
Scotia Capital
Ontario, Canada
$2.04M +$2.07M +72,113 New
CAN
9
Cetera Advisor Networks
California
$2.02M +$2.05M +71,358 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.99M +$1.28M +44,512 +174%
Bank of America
11
Bank of America
North Carolina
$1.79M -$2.37M -82,474 -57%
SFM
12
Signet Financial Management
New Jersey
$1.33M -$102K -3,544 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.31M +$922K +32,097 +224%
SG Americas Securities
14
SG Americas Securities
New York
$1.24M -$344K -11,975 -21%
UBS Group
15
UBS Group
Switzerland
$990K +$274K +9,547 +38%
LH
16
Lebenthal Holdings
New York
$877K +$888K +30,935 New
Goldman Sachs
17
Goldman Sachs
New York
$862K +$874K +30,429 New
BAAM
18
Baker Avenue Asset Management
California
$776K -$1M -34,834 -56%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$671K +$679K +23,661 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$600K +$604K +21,037 +14,920%
Citadel Advisors
21
Citadel Advisors
Florida
$584K -$4.68M -163,000 -89%
AIG
22
American International Group
New York
$577K +$142K +4,950 +32%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$341K
GWA
24
Genesis Wealth Advisors
Massachusetts
$300K -$474K -16,500 -61%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$277K -$206K -7,162 -42%

DIV Hedge Fund Activity: Q1 2015 in Review

38 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2015, worth a combined $70.3M — down 16% from $83.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DIV positions and 10 closed out — a net gain of 1 holder — while 11 added to existing stakes and 10 trimmed.

The largest buyer was CWH Capital Management, opening a new position worth an estimated $4.58M. The largest seller was Morgan Stanley, cutting an estimated $6.29M.

  • 38 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $70.3M of Global X SuperDividend US ETF stock for Q1 2015, down 16% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend US ETF positions in Q1 2015 and 10 closed out, a net change of +1 holder.
  • The largest Global X SuperDividend US ETF buyer in Q1 2015 was CWH Capital Management, an estimated $4.58M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2015 was Morgan Stanley, an estimated $6.29M sold.

Based on aggregated 13F filings for Q1 2015.