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Global X SuperDividend US ETF

43 hedge funds and large institutions have $123M invested in Global X SuperDividend US ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

17% more capital invested

Capital invested by funds: $106M → $123M (+$17.7M)

3.04% more ownership

Funds ownership: 27.38%30.42% (+3%)

2% less funds holding

Funds holding: 4443 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
19
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$47.5M +$8.64M +340,656 +22%
Morgan Stanley
2
Morgan Stanley
New York
$14M +$2.86M +112,890 +26%
SS
3
Simplicity Solutions
Minnesota
$7.72M +$7.71M +303,945 New
AWM
4
AE Wealth Management
Kansas
$7.7M +$5.64M +222,607 +276%
Bank of America
5
Bank of America
North Carolina
$6.7M +$854K +33,668 +15%
DAS
6
Dynamic Advisor Solutions
Arizona
$5.7M -$124K -4,889 -2%
Wells Fargo
7
Wells Fargo
California
$5.38M -$211K -8,322 -4%
Stifel Financial
8
Stifel Financial
Missouri
$4.23M -$30K -1,185 -0.7%
RIA
9
RPG Investment Advisory
California
$3.77M +$57.4K +2,264 +2%
Goldman Sachs
10
Goldman Sachs
New York
$2.67M +$221K +8,717 +9%
UBS Group
11
UBS Group
Switzerland
$2.04M +$79.2K +3,124 +4%
ICOA
12
Investment Centers of America
North Dakota
$1.73M +$447K +17,636 +35%
LPL Financial
13
LPL Financial
California
$1.65M -$134K -5,297 -8%
CAN
14
Cetera Advisor Networks
California
$1.49M +$128K +5,037 +9%
Ameriprise
15
Ameriprise
Minnesota
$1.4M -$15.5K -613 -1%
SC
16
Scotia Capital
Ontario, Canada
$1.11M +$124K +4,885 +13%
SCM
17
Sterling Capital Management
North Carolina
$1.09M -$610K -24,051 -36%
RJA
18
Raymond James & Associates
Florida
$1.03M +$241K +9,524 +31%
AG
19
Advisor Group
Arizona
$865K -$103K -4,078 -11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$769K +$768K +30,299 New
MML Investors Services
21
MML Investors Services
Massachusetts
$753K +$752K +29,663 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$478K
HighTower Advisors
23
HighTower Advisors
Illinois
$462K -$9.23K -364 -2%
Jane Street
24
Jane Street
New York
$336K -$2.76M -108,709 -89%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$325K +$121K +4,781 +60%

DIV Hedge Fund Activity: Q2 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2017, worth a combined $123M — up 17% from $106M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DIV and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 19 added.

The largest buyer was QS Investors, adding an estimated $8.64M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $4.03M sold.

  • 43 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2017, down from 44 in Q1 2017.
  • Funds reported $123M of Global X SuperDividend US ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 5 funds opened new Global X SuperDividend US ETF positions in Q2 2017 and 6 closed out, a net change of -1 holder.
  • The largest Global X SuperDividend US ETF buyer in Q2 2017 was QS Investors, an estimated $8.64M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2017 was Nan Shan Life Insurance, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2017.