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Global X SuperDividend US ETF
DIV

75 hedge funds and large institutions have $199M invested in Global X SuperDividend US ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

14% more funds holding

Funds holding: 66 → 75 (+9)

4% more capital invested

Capital invested by funds: $192M → $199M (+$6.74M)

1.92% less ownership

Funds ownership: 36.42% → 34.5% (-1.9%)

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
21
Closed
6
Calls
$117K
Puts
–
Net Calls
+$117K
Net Calls Change
+$117K

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$4.05M
2
SS
Simplicity Solutions
Minnesota
+$3.67M
3
Truist Financial
Truist Financial
North Carolina
+$1.76M
4
PI
PFS Investments
Georgia
+$1.35M
5
Morgan Stanley
Morgan Stanley
New York
+$971K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.44M
2
QI
QS Investors
New York
-$3.85M
3
FIM
Freedom Investment Management
Connecticut
-$2.33M
4
UBS Group
UBS Group
Switzerland
-$500K
5
HighTower Advisors
HighTower Advisors
Illinois
-$452K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$34.6M +$4.05M +173,104 +13%
SS
2
Simplicity Solutions
Minnesota
$33.5M +$3.67M +156,701 +12%
QI
3
QS Investors
New York
$32.6M -$3.85M -164,516 -11%
Morgan Stanley
4
Morgan Stanley
New York
$13.6M +$971K +41,505 +8%
Bank of America
5
Bank of America
North Carolina
$13.1M +$455K +19,463 +4%
PI
6
PFS Investments
Georgia
$9.07M +$1.35M +57,762 +18%
PP
7
Prudential plc
United Kingdom
$8.04M – – –
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$3.99M -$332K -14,209 -8%
LPL Financial
9
LPL Financial
California
$3.64M +$440K +18,786 +14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.58M +$717K +30,624 +25%
FIM
11
Freedom Investment Management
Connecticut
$2.9M -$2.33M -99,774 -45%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.89M -$6.44M -275,282 -69%
AWA
13
Arete Wealth Advisors
Illinois
$2.84M -$275K -11,733 -9%
LAS
14
Lloyd Advisory Services
Georgia
$2.79M +$2.75M +117,539 New
Wells Fargo
15
Wells Fargo
California
$2.78M -$49.3K -2,106 -2%
SC
16
Scotia Capital
Ontario, Canada
$2.76M -$7.63K -326 -0.3%
CAN
17
Cetera Advisor Networks
California
$2.7M +$192K +8,221 +8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.09M +$147K +6,279 +8%
JPLA
19
Joseph P. Lucia & Associates
New York
$1.99M +$797K +34,040 +69%
UBS Group
20
UBS Group
Switzerland
$1.97M -$500K -21,377 -20%
Truist Financial
21
Truist Financial
North Carolina
$1.78M +$1.76M +75,031 New
JWCA
22
J.W. Cole Advisors
Florida
$1.34M +$1.32M +56,552 New
CC
23
Claybrook Capital
Massachusetts
$1.24M – – –
JP Morgan Chase
24
JP Morgan Chase
New York
$962K +$948K +40,526 New
Stifel Financial
25
Stifel Financial
Missouri
$954K -$416K -17,799 -31%
1
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DIV Hedge Fund Activity: Q4 2019 in Review

75 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend US ETF (DIV) for Q4 2019, worth a combined $199M — up 3.5% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DIV positions and 6 closed out — a net gain of 11 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $4.05M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $6.44M.

  • 75 institutional investors held Global X SuperDividend US ETF (DIV) as of Q4 2019, up from 66 in Q3 2019.
  • Funds reported $199M of Global X SuperDividend US ETF stock for Q4 2019, up 3.5% quarter-over-quarter.
  • 17 funds opened new Global X SuperDividend US ETF positions in Q4 2019 and 6 closed out, a net change of +11 holders.
  • The largest Global X SuperDividend US ETF buyer in Q4 2019 was AE Wealth Management, an estimated $4.05M added.
  • The largest Global X SuperDividend US ETF seller in Q4 2019 was Cambridge Investment Research Advisors, an estimated $6.44M sold.

Based on aggregated 13F filings for Q4 2019.