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Global X SuperDividend US ETF
DIV

39 hedge funds and large institutions have $70.1M invested in Global X SuperDividend US ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

11% more funds holding

Funds holding: 35 → 39 (+4)

1.26% more ownership

Funds ownership: 25.26% → 26.53% (+1.3%)

3% more capital invested

Capital invested by funds: $67.8M → $70.1M (+$2.32M)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.38M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.77M
3
LPL Financial
LPL Financial
California
+$1.42M
4
Jane Street
Jane Street
New York
+$1.03M
5
QI
QS Investors
New York
+$656K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.3M
2
VF
Virtu Financial
New York
-$647K
3
JCM
Janney Capital Management
Pennsylvania
-$403K
4
SFM
Signet Financial Management
New Jersey
-$241K
5
IH
IFC Holdings
Florida
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
1
QS Investors
New York
$27.8M +$656K +26,790 +2%
Morgan Stanley
2
Morgan Stanley
New York
$8.18M -$5.3M -216,448 -39%
JCM
3
Janney Capital Management
Pennsylvania
$4.17M -$403K -16,460 -9%
UBS Group
4
UBS Group
Switzerland
$3.99M +$2.38M +97,261 +140%
CCM
5
CWH Capital Management
Washington
$3.1M +$26.9K +1,100 +0.9%
LPL Financial
6
LPL Financial
California
$2.8M +$1.42M +57,963 +99%
Goldman Sachs
7
Goldman Sachs
New York
$2.36M -$4.9K -200 -0.2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.1M +$287K +11,710 +15%
Bank of America
9
Bank of America
North Carolina
$2.04M +$556K +22,727 +36%
Citadel Advisors
10
Citadel Advisors
Florida
$1.97M +$1.77M +72,176 +729%
SC
11
Scotia Capital
Ontario, Canada
$1.79M – – –
VF
12
Virtu Financial
New York
$1.32M -$647K -26,406 -32%
CAN
13
Cetera Advisor Networks
California
$1.12M +$27.7K +1,130 +2%
Jane Street
14
Jane Street
New York
$1.01M +$1.03M +42,241 New
Wells Fargo
15
Wells Fargo
California
$955K +$263K +10,740 +37%
JP Morgan Chase
16
JP Morgan Chase
New York
$793K -$109K -4,451 -12%
ICOA
17
Investment Centers of America
North Dakota
$778K +$109K +4,449 +14%
AIG
18
American International Group
New York
$622K +$66.6K +2,718 +12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$543K +$331K +13,525 +148%
VKH
20
Virtu KCG Holdings
New York
$484K +$252K +10,309 +104%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$452K -$27.3K -1,116 -6%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$419K – – –
Stifel Financial
23
Stifel Financial
Missouri
$299K -$25.3K -1,034 -8%
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$239K +$245K +10,000 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$212K +$217K +8,853 New
1
2

DIV Hedge Fund Activity: Q4 2015 in Review

39 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2015, worth a combined $70.1M — up 3.4% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DIV positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $5.3M.

  • 39 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2015, up from 35 in Q3 2015.
  • Funds reported $70.1M of Global X SuperDividend US ETF stock for Q4 2015, up 3.4% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend US ETF positions in Q4 2015 and 5 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2015 was UBS Group, an estimated $2.38M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2015 was Morgan Stanley, an estimated $5.3M sold.

Based on aggregated 13F filings for Q4 2015.