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Global X SuperDividend US ETF

66 hedge funds and large institutions have $192M invested in Global X SuperDividend US ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

6% more funds holding

Funds holding: 6266 (+4)

4% more capital invested

Capital invested by funds: $185M → $192M (+$6.87M)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

1.21% less ownership

Funds ownership: 37.63%36.42% (-1.2%)

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$36.4M -$666K -29,122 -2%
AWM
2
AE Wealth Management
Kansas
$30.3M -$1.33M -58,172 -4%
SS
3
Simplicity Solutions
Minnesota
$29.6M +$141K +6,158 +0.5%
Bank of America
4
Bank of America
North Carolina
$12.6M +$1.29M +56,489 +12%
Morgan Stanley
5
Morgan Stanley
New York
$12.5M -$4.11M -180,020 -25%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$9.36M +$6.7M +293,278 +283%
PP
7
Prudential plc
United Kingdom
$7.99M
PI
8
PFS Investments
Georgia
$7.64M +$841K +36,817 +13%
FIM
9
Freedom Investment Management
Connecticut
$5.23M -$6.9M -301,768 -58%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$4.3M +$3.48M +152,278 +506%
LPL Financial
11
LPL Financial
California
$3.17M +$262K +11,443 +9%
AWA
12
Arete Wealth Advisors
Illinois
$3.1M -$55.9K -2,444 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.83M +$158K +6,930 +6%
Wells Fargo
14
Wells Fargo
California
$2.81M -$638K -27,917 -19%
SC
15
Scotia Capital
Ontario, Canada
$2.75M +$340K +14,867 +15%
CAN
16
Cetera Advisor Networks
California
$2.49M -$36.4K -1,593 -1%
UBS Group
17
UBS Group
Switzerland
$2.46M +$207K +9,039 +9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.93M +$133K +5,813 +8%
Stifel Financial
19
Stifel Financial
Missouri
$1.37M +$14.4K +629 +1%
CC
20
Claybrook Capital
Massachusetts
$1.26M
JPLA
21
Joseph P. Lucia & Associates
New York
$1.17M +$192K +8,420 +20%
SCM
22
Sterling Capital Management
North Carolina
$1.04M +$148K +6,490 +17%
RA
23
RFG Advisory
Alabama
$900K -$22.9K -1,000 -3%
WS
24
Wedbush Securities
California
$741K +$718K +31,424 New
RJA
25
Raymond James & Associates
Florida
$633K -$8.82K -386 -1%

DIV Hedge Fund Activity: Q3 2019 in Review

66 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q3 2019, worth a combined $192M — up 3.7% from $185M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DIV positions and 9 closed out — a net gain of 4 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.7M. The largest seller was Freedom Investment Management, cutting an estimated $6.9M.

  • 66 institutional investors held Global X SuperDividend US ETF (DIV) as of Q3 2019, up from 62 in Q2 2019.
  • Funds reported $192M of Global X SuperDividend US ETF stock for Q3 2019, up 3.7% quarter-over-quarter.
  • 13 funds opened new Global X SuperDividend US ETF positions in Q3 2019 and 9 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend US ETF buyer in Q3 2019 was Cambridge Investment Research Advisors, an estimated $6.7M added.
  • The largest Global X SuperDividend US ETF seller in Q3 2019 was Freedom Investment Management, an estimated $6.9M sold.

Based on aggregated 13F filings for Q3 2019.