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Global X SuperDividend US ETF

49 hedge funds and large institutions have $98.6M invested in Global X SuperDividend US ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

14% more funds holding

Funds holding: 4349 (+6)

14% more capital invested

Capital invested by funds: $86.7M → $98.6M (+$11.9M)

2.23% more ownership

Funds ownership: 25.84%28.07% (+2.2%)

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
16
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$39.6M +$1.34M +55,350 +4%
Morgan Stanley
2
Morgan Stanley
New York
$9.23M +$3.94M +162,409 +77%
DAS
3
Dynamic Advisor Solutions
Arizona
$5.55M +$4.63M +190,697 +564%
Wells Fargo
4
Wells Fargo
California
$4.8M -$1.66M -68,559 -26%
FCAG
5
First Capital Advisors Group
New Jersey
$4.01M +$3.94M +162,299 New
NSLI
6
Nan Shan Life Insurance
Taiwan
$3.96M +$3.88M +160,000 New
JCM
7
Janney Capital Management
Pennsylvania
$3.87M -$64.4K -2,655 -2%
Bank of America
8
Bank of America
North Carolina
$3.85M +$222K +9,161 +6%
RIA
9
RPG Investment Advisory
California
$3.1M -$20.4K -840 -0.7%
Goldman Sachs
10
Goldman Sachs
New York
$2.68M
UBS Group
11
UBS Group
Switzerland
$1.96M -$116K -4,800 -6%
SCM
12
Sterling Capital Management
North Carolina
$1.69M +$1.66M +68,391 New
LPL Financial
13
LPL Financial
California
$1.43M -$20.8K -859 -1%
CAN
14
Cetera Advisor Networks
California
$1.14M -$930K -38,324 -45%
ICOA
15
Investment Centers of America
North Dakota
$1.09M +$2.86K +118 +0.3%
RJA
16
Raymond James & Associates
Florida
$905K -$202K -8,336 -19%
AG
17
Advisor Group
Arizona
$852K -$104K -4,274 -11%
Stifel Financial
18
Stifel Financial
Missouri
$847K +$157K +6,475 +23%
SC
19
Scotia Capital
Ontario, Canada
$780K +$68.4K +2,817 +10%
JP Morgan Chase
20
JP Morgan Chase
New York
$780K +$185K +7,633 +32%
Ameriprise
21
Ameriprise
Minnesota
$722K +$303K +12,476 +75%
MFS
22
MSI Financial Services
Massachusetts
$546K +$355K +14,609 +195%
Jane Street
23
Jane Street
New York
$538K -$1.45M -59,753 -73%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$467K -$19.6K -806 -4%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$433K

DIV Hedge Fund Activity: Q4 2016 in Review

49 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2016, worth a combined $98.6M — up 14% from $86.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DIV positions and 6 closed out — a net gain of 7 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Dynamic Advisor Solutions, adding an estimated $4.63M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $3.81M sold.

  • 49 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2016, up from 43 in Q3 2016.
  • Funds reported $98.6M of Global X SuperDividend US ETF stock for Q4 2016, up 14% quarter-over-quarter.
  • 13 funds opened new Global X SuperDividend US ETF positions in Q4 2016 and 6 closed out, a net change of +7 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2016 was Dynamic Advisor Solutions, an estimated $4.63M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2016 was Freedom Investment Management, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2016.