We are live on ! Find out more
DIV icon

Global X SuperDividend US ETF

44 hedge funds and large institutions have $106M invested in Global X SuperDividend US ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $98.6M → $106M (+$6.96M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.69% less ownership

Funds ownership: 28.07%27.38% (-0.69%)

10% less funds holding

Funds holding: 4944 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
22
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$38.6M -$1.75M -69,594 -4%
Morgan Stanley
2
Morgan Stanley
New York
$11M +$1.61M +64,033 +17%
Bank of America
3
Bank of America
North Carolina
$5.8M +$1.88M +74,663 +48%
DAS
4
Dynamic Advisor Solutions
Arizona
$5.78M +$119K +4,743 +2%
Wells Fargo
5
Wells Fargo
California
$5.55M +$649K +25,822 +13%
Stifel Financial
6
Stifel Financial
Missouri
$4.23M +$3.36M +133,813 +393%
FCAG
7
First Capital Advisors Group
New Jersey
$4.18M +$88.2K +3,510 +2%
NSLI
8
Nan Shan Life Insurance
Taiwan
$4.03M
RIA
9
RPG Investment Advisory
California
$3.68M +$527K +20,961 +17%
Jane Street
10
Jane Street
New York
$3.07M +$2.52M +100,184 +461%
Goldman Sachs
11
Goldman Sachs
New York
$2.43M -$300K -11,941 -11%
AWM
12
AE Wealth Management
Kansas
$2.03M +$2.03M +80,655 New
UBS Group
13
UBS Group
Switzerland
$1.95M -$49.2K -1,960 -2%
LPL Financial
14
LPL Financial
California
$1.75M +$329K +13,108 +23%
SCM
15
Sterling Capital Management
North Carolina
$1.68M -$39K -1,553 -2%
Ameriprise
16
Ameriprise
Minnesota
$1.4M +$657K +26,167 +90%
CAN
17
Cetera Advisor Networks
California
$1.34M +$190K +7,561 +16%
ICOA
18
Investment Centers of America
North Dakota
$1.27M +$169K +6,728 +15%
SC
19
Scotia Capital
Ontario, Canada
$975K +$179K +7,136 +23%
AG
20
Advisor Group
Arizona
$961K +$92.5K +3,681 +11%
RJA
21
Raymond James & Associates
Florida
$780K -$141K -5,607 -15%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$475K +$33.8K +1,344 +8%
HighTower Advisors
23
HighTower Advisors
Illinois
$467K +$60.6K +2,413 +15%
CIAS
24
Capital Investment Advisory Services
North Carolina
$295K +$81.3K +3,236 +38%
GWM
25
Geneos Wealth Management
Colorado
$281K -$50.1K -1,995 -15%

DIV Hedge Fund Activity: Q1 2017 in Review

44 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2017, worth a combined $106M — up 7.1% from $98.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DIV and 6 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 22 added.

The largest buyer was Stifel Financial, adding an estimated $3.36M. The largest seller was Janney Capital Management, exiting entirely with an estimated $3.87M sold.

  • 44 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2017, down from 49 in Q4 2016.
  • Funds reported $106M of Global X SuperDividend US ETF stock for Q1 2017, up 7.1% quarter-over-quarter.
  • 6 funds opened new Global X SuperDividend US ETF positions in Q1 2017 and 10 closed out, a net change of -4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2017 was Stifel Financial, an estimated $3.36M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2017 was Janney Capital Management, an estimated $3.87M sold.

Based on aggregated 13F filings for Q1 2017.