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Global X SuperDividend US ETF

47 hedge funds and large institutions have $124M invested in Global X SuperDividend US ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

9% more funds holding

Funds holding: 4347 (+4)

1% more capital invested

Capital invested by funds: $123M → $124M (+$884K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.3% less ownership

Funds ownership: 30.42%29.13% (-1.3%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
18
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$45.8M -$1.9M -75,270 -4%
Morgan Stanley
2
Morgan Stanley
New York
$18.4M +$4.37M +172,609 +31%
AWM
3
AE Wealth Management
Kansas
$13.7M +$5.92M +233,813 +77%
Bank of America
4
Bank of America
North Carolina
$6.03M -$703K -27,759 -11%
DAS
5
Dynamic Advisor Solutions
Arizona
$5.62M -$104K -4,118 -2%
Wells Fargo
6
Wells Fargo
California
$5.21M -$186K -7,356 -3%
Stifel Financial
7
Stifel Financial
Missouri
$4.51M +$242K +9,568 +6%
RIA
8
RPG Investment Advisory
California
$3.79M +$3.8K +150 +0.1%
Goldman Sachs
9
Goldman Sachs
New York
$2.43M -$252K -9,944 -9%
UBS Group
10
UBS Group
Switzerland
$2.2M +$146K +5,778 +7%
LPL Financial
11
LPL Financial
California
$1.75M +$98.4K +3,888 +6%
ICOA
12
Investment Centers of America
North Dakota
$1.6M -$135K -5,330 -8%
CAN
13
Cetera Advisor Networks
California
$1.48M -$15K -592 -1%
RJA
14
Raymond James & Associates
Florida
$1.14M +$103K +4,055 +10%
SCM
15
Sterling Capital Management
North Carolina
$1.1M +$8.58K +339 +0.8%
SC
16
Scotia Capital
Ontario, Canada
$1.02M -$88.4K -3,495 -8%
AG
17
Advisor Group
Arizona
$846K -$23.1K -911 -3%
GFPC
18
Global Financial Private Capital
Florida
$778K +$772K +30,504 New
MML Investors Services
19
MML Investors Services
Massachusetts
$767K +$10.2K +403 +1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$619K -$153K -6,037 -20%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$540K +$536K +21,170 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$481K
HighTower Advisors
23
HighTower Advisors
Illinois
$467K +$2.2K +87 +0.5%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$402K +$75.3K +2,975 +23%
SWP
25
Stratos Wealth Partners
Ohio
$339K +$337K +13,307 New

DIV Hedge Fund Activity: Q3 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2017, worth a combined $124M — up 0.72% from $123M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DIV positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $5.92M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $7.72M sold.

  • 47 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2017, up from 43 in Q2 2017.
  • Funds reported $124M of Global X SuperDividend US ETF stock for Q3 2017, up 0.72% quarter-over-quarter.
  • 8 funds opened new Global X SuperDividend US ETF positions in Q3 2017 and 4 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q3 2017 was AE Wealth Management, an estimated $5.92M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2017 was Simplicity Solutions, an estimated $7.72M sold.

Based on aggregated 13F filings for Q3 2017.