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Global X SuperDividend US ETF

57 hedge funds and large institutions have $149M invested in Global X SuperDividend US ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

21% more funds holding

Funds holding: 4757 (+10)

20% more capital invested

Capital invested by funds: $124M → $149M (+$24.7M)

5.56% more ownership

Funds ownership: 29.13%34.69% (+5.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
21
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$50.8M +$4.77M +187,649 +10%
Morgan Stanley
2
Morgan Stanley
New York
$18M -$506K -19,916 -3%
AWM
3
AE Wealth Management
Kansas
$16.2M +$2.47M +97,312 +18%
SS
4
Simplicity Solutions
Minnesota
$15.9M +$15.8M +622,850 New
Bank of America
5
Bank of America
North Carolina
$8.54M +$2.47M +97,412 +41%
Wells Fargo
6
Wells Fargo
California
$4.83M -$402K -15,828 -8%
Stifel Financial
7
Stifel Financial
Missouri
$4.67M +$137K +5,381 +3%
RIA
8
RPG Investment Advisory
California
$3.77M -$33.4K -1,314 -0.9%
DAS
9
Dynamic Advisor Solutions
Arizona
$3.74M -$1.88M -74,129 -34%
UBS Group
10
UBS Group
Switzerland
$2.59M +$384K +15,128 +18%
LPL Financial
11
LPL Financial
California
$2.2M +$440K +17,332 +25%
Jane Street
12
Jane Street
New York
$1.93M +$1.91M +75,180 New
CAN
13
Cetera Advisor Networks
California
$1.62M +$133K +5,223 +9%
SCM
14
Sterling Capital Management
North Carolina
$1.18M +$72.4K +2,850 +7%
RJA
15
Raymond James & Associates
Florida
$1.06M -$81.5K -3,208 -7%
SC
16
Scotia Capital
Ontario, Canada
$1.03M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1M +$456K +17,970 +85%
Citadel Advisors
18
Citadel Advisors
Florida
$865K +$858K +33,785 New
AG
19
Advisor Group
Arizona
$812K -$36.5K -1,436 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$719K +$97K +3,817 +16%
MML Investors Services
21
MML Investors Services
Massachusetts
$696K -$73.3K -2,885 -10%
PI
22
PFS Investments
Georgia
$646K +$654K +25,729 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$535K +$234K +9,219 +79%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$472K -$10.2K -400 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$457K -$12.1K -477 -3%

DIV Hedge Fund Activity: Q4 2017 in Review

57 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2017, worth a combined $149M — up 20% from $124M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DIV positions and 5 closed out — a net gain of 10 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Simplicity Solutions, opening a new position worth an estimated $15.8M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.43M sold.

  • 57 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2017, up from 47 in Q3 2017.
  • Funds reported $149M of Global X SuperDividend US ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend US ETF positions in Q4 2017 and 5 closed out, a net change of +10 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $15.8M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2017 was Goldman Sachs, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2017.