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Global X SuperDividend US ETF

62 hedge funds and large institutions have $185M invested in Global X SuperDividend US ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

34% more capital invested

Capital invested by funds: $138M → $185M (+$47.3M)

3.87% more ownership

Funds ownership: 33.76%37.63% (+3.9%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less funds holding

Funds holding: 6462 (-2)

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
28
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$35.6M -$1.34M -58,331 -4%
AWM
2
AE Wealth Management
Kansas
$30.4M +$18.4M +796,917 +146%
SS
3
Simplicity Solutions
Minnesota
$28.3M +$16.4M +711,523 +132%
Morgan Stanley
4
Morgan Stanley
New York
$16.1M +$1.16M +50,338 +8%
FIM
5
Freedom Investment Management
Connecticut
$11.9M +$12.1M +523,847 New
Bank of America
6
Bank of America
North Carolina
$10.8M +$4.63M +200,876 +73%
PP
7
Prudential plc
United Kingdom
$7.68M
PI
8
PFS Investments
Georgia
$6.54M +$1.57M +68,071 +31%
Wells Fargo
9
Wells Fargo
California
$3.33M +$86.9K +3,770 +3%
AWA
10
Arete Wealth Advisors
Illinois
$3.03M +$60.1K +2,608 +2%
LPL Financial
11
LPL Financial
California
$2.79M +$171K +7,411 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.56M +$1.77M +76,823 +211%
CAN
13
Cetera Advisor Networks
California
$2.42M +$24.4K +1,059 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.35M +$329K +14,260 +16%
SC
15
Scotia Capital
Ontario, Canada
$2.31M -$332K -14,386 -12%
UBS Group
16
UBS Group
Switzerland
$2.16M -$224K -9,697 -9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.72M +$24.6K +1,065 +1%
Jane Street
18
Jane Street
New York
$1.35M +$204K +8,829 +17%
Stifel Financial
19
Stifel Financial
Missouri
$1.3M +$88K +3,816 +7%
SCA
20
Sage Capital Advisors
South Dakota
$1.25M +$1.27M +54,985 New
CC
21
Claybrook Capital
Massachusetts
$1.21M +$92.2K +4,000 +8%
MML Investors Services
22
MML Investors Services
Massachusetts
$970K -$71.5K -3,101 -7%
JPLA
23
Joseph P. Lucia & Associates
New York
$933K -$10.9M -474,518 -92%
RA
24
RFG Advisory
Alabama
$888K -$115K -5,000 -11%
SCM
25
Sterling Capital Management
North Carolina
$855K -$738 -32 -0.1%

DIV Hedge Fund Activity: Q2 2019 in Review

62 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q2 2019, worth a combined $185M — up 34% from $138M a quarter earlier.

Fund positioning in DIV was balanced in Q2 2019: 8 funds opened new positions, 8 closed out, 28 added to existing stakes and 12 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $18.4M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $10.9M.

  • 62 institutional investors held Global X SuperDividend US ETF (DIV) as of Q2 2019, down from 64 in Q1 2019.
  • Funds reported $185M of Global X SuperDividend US ETF stock for Q2 2019, up 34% quarter-over-quarter.
  • 8 funds opened new Global X SuperDividend US ETF positions in Q2 2019 and 8 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend US ETF buyer in Q2 2019 was AE Wealth Management, an estimated $18.4M added.
  • The largest Global X SuperDividend US ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2019.