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Global X SuperDividend US ETF

53 hedge funds and large institutions have $90.9M invested in Global X SuperDividend US ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

0.09% more ownership

Funds ownership: 34.69%34.78% (+0.09%)

7% less funds holding

Funds holding: 5753 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

39% less capital invested

Capital invested by funds: $149M → $90.9M (-$57.9M)

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$18.3M +$3.15M +127,728 +20%
SS
2
Simplicity Solutions
Minnesota
$18.2M +$3.32M +134,984 +22%
Morgan Stanley
3
Morgan Stanley
New York
$16.3M -$634K -25,758 -4%
Wells Fargo
4
Wells Fargo
California
$4.83M +$305K +12,402 +7%
Bank of America
5
Bank of America
North Carolina
$4.82M -$3.28M -133,030 -40%
RIA
6
RPG Investment Advisory
California
$3.52M -$16.3K -662 -0.4%
DAS
7
Dynamic Advisor Solutions
Arizona
$3.32M -$192K -7,807 -5%
UBS Group
8
UBS Group
Switzerland
$2.72M +$289K +11,737 +12%
LPL Financial
9
LPL Financial
California
$2.37M +$308K +12,502 +15%
PI
10
PFS Investments
Georgia
$1.69M +$1.07M +43,505 +169%
CAN
11
Cetera Advisor Networks
California
$1.52M +$2.78K +113 +0.2%
Goldman Sachs
12
Goldman Sachs
New York
$1.21M +$1.24M +50,200 New
GFPC
13
Global Financial Private Capital
Florida
$1.07M +$1.09M +44,459 New
SCM
14
Sterling Capital Management
North Carolina
$999K -$108K -4,380 -10%
SC
15
Scotia Capital
Ontario, Canada
$963K
RJA
16
Raymond James & Associates
Florida
$897K -$99.1K -4,023 -10%
Stifel Financial
17
Stifel Financial
Missouri
$831K -$3.62M -146,908 -81%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$772K +$99.6K +4,045 +14%
AG
19
Advisor Group
Arizona
$766K +$4.85K +197 +0.6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$704K +$207K +8,394 +40%
MML Investors Services
21
MML Investors Services
Massachusetts
$660K +$7.56K +307 +1%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$443K
HighTower Advisors
23
HighTower Advisors
Illinois
$427K +$25 +1 +0%
NFG
24
Next Financial Group
Texas
$391K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$368K

DIV Hedge Fund Activity: Q1 2018 in Review

53 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q1 2018, worth a combined $90.9M — down 39% from $149M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DIV and 7 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 19 added.

The largest buyer was Simplicity Solutions, adding an estimated $3.32M. The largest seller was Stifel Financial, cutting an estimated $3.62M.

  • 53 institutional investors held Global X SuperDividend US ETF (DIV) as of Q1 2018, down from 57 in Q4 2017.
  • Funds reported $90.9M of Global X SuperDividend US ETF stock for Q1 2018, down 39% quarter-over-quarter.
  • 7 funds opened new Global X SuperDividend US ETF positions in Q1 2018 and 11 closed out, a net change of -4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q1 2018 was Simplicity Solutions, an estimated $3.32M added.
  • The largest Global X SuperDividend US ETF seller in Q1 2018 was Stifel Financial, an estimated $3.62M sold.

Based on aggregated 13F filings for Q1 2018.