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Global X SuperDividend US ETF

62 hedge funds and large institutions have $103M invested in Global X SuperDividend US ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

3% more funds holding

Funds holding: 6062 (+2)

12.64% less ownership

Funds ownership: 39.34%26.7% (-13%)

38% less capital invested

Capital invested by funds: $165M → $103M (-$62.1M)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
20
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$37.4M -$3.23M -133,056 -7%
Morgan Stanley
2
Morgan Stanley
New York
$14M -$4.87M -200,834 -24%
PP
3
Prudential plc
United Kingdom
$7.6M
Bank of America
4
Bank of America
North Carolina
$6.82M +$2.35M +96,886 +47%
PI
5
PFS Investments
Georgia
$4.36M +$304K +12,524 +7%
AWA
6
Arete Wealth Advisors
Illinois
$2.94M +$193K +7,972 +6%
Wells Fargo
7
Wells Fargo
California
$2.89M -$483K -19,913 -13%
Citadel Advisors
8
Citadel Advisors
Florida
$2.81M +$3.04M +125,472 New
LPL Financial
9
LPL Financial
California
$2.31M +$189K +7,804 +8%
UBS Group
10
UBS Group
Switzerland
$2.06M -$439K -18,101 -16%
CAN
11
Cetera Advisor Networks
California
$1.84M +$30.2K +1,245 +2%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$1.55M -$2.06M -84,852 -55%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.35M +$548K +22,587 +60%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.09M +$119K +4,890 +11%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.02M -$596K -24,587 -35%
GFPC
16
Global Financial Private Capital
Florida
$995K -$588K -24,260 -35%
Jane Street
17
Jane Street
New York
$909K -$1.1M -45,245 -53%
SC
18
Scotia Capital
Ontario, Canada
$905K +$20.8K +857 +2%
SCM
19
Sterling Capital Management
North Carolina
$787K -$18.7K -769 -2%
RA
20
RFG Advisory
Alabama
$784K +$849K +35,000 New
AG
21
Advisor Group
Arizona
$712K -$12.8K -526 -2%
Stifel Financial
22
Stifel Financial
Missouri
$687K -$68.3K -2,814 -8%
RJA
23
Raymond James & Associates
Florida
$637K +$35.2K +1,453 +5%
SPC
24
Sigma Planning Corp
Michigan
$628K +$203K +8,354 +42%
SS
25
Simplicity Solutions
Minnesota
$499K -$21.7M -892,596 -98%

DIV Hedge Fund Activity: Q4 2018 in Review

62 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2018, worth a combined $103M — down 38% from $165M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DIV positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.04M. The largest seller was Simplicity Solutions, cutting an estimated $21.7M.

  • 62 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2018, up from 60 in Q3 2018.
  • Funds reported $103M of Global X SuperDividend US ETF stock for Q4 2018, down 38% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend US ETF positions in Q4 2018 and 5 closed out, a net change of +5 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2018 was Citadel Advisors, an estimated $3.04M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2018 was Simplicity Solutions, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2018.