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Global X SuperDividend ETF

62 hedge funds and large institutions have $776M invested in Global X SuperDividend ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

353% more capital invested

Capital invested by funds: $171M → $776M (+$605M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

22% more funds holding

Funds holding: 5162 (+11)

0.49% less ownership

Funds ownership: 7.85%7.36% (-0.49%)

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
24
Reduced
13
Closed
3
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Silver Capital Management
New York
$1.2M
CWM
27
Cabot Wealth Management
Massachusetts
$1.17M +$175K +2,507 +18%
NPC
28
National Planning Corporation
California
$1.08M +$1.09M +15,599 New
DADC
29
D.A. Davidson & Co
Montana
$1.06M +$317K +4,533 +43%
AIG
30
American International Group
New York
$1.01M -$12.1K -173 -1%
PAG
31
Private Advisor Group
New Jersey
$806K +$800K +11,458 New
MA
32
Menlo Advisors
California
$757K -$15.2K -217 -2%
US Bancorp
33
US Bancorp
Minnesota
$740K
MFS
34
MSI Financial Services
Massachusetts
$647K +$642K +9,194 New
Goldman Sachs
35
Goldman Sachs
New York
$614K +$358K +5,123 +142%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$611K -$24.9K -357 -4%
CAL
37
Capital Advisors Ltd
Ohio
$583K +$579K +8,286 New
VFS
38
VSR Financial Services
Kansas
$544K -$52.1K -746 -9%
HIM
39
Hillsdale Investment Management
Ontario, Canada
$489K
SF
40
Synovus Financial
Georgia
$464K +$14K +200 +3%
SB
41
Suntrust Banks
Georgia
$421K
FCCM
42
First City Capital Management
Georgia
$316K +$314K +4,497 New
CAN
43
Cetera Advisor Networks
California
$262K +$259K +3,708 New
WA
44
WFG Advisors
Texas
$112K +$36.2K +519 +48%
GT
45
Glenmede Trust
Pennsylvania
$93K +$93.1K +1,333 New
ASN
46
Advisory Services Network
Georgia
$91K +$90.6K +1,297 New
SCG
47
Strategic Capital Group
Washington
$75K -$1.19M -17,074 -94%
BAM
48
Barrett Asset Management
New York
$70K
PSI
49
Pinnacle Summer Investments
Virginia
$63K +$49.1K +703 +376%
Creative Planning
50
Creative Planning
Kansas
$57K +$56.4K +808 New

SDIV Hedge Fund Activity: Q4 2013 in Review

62 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2013, worth a combined $776M — up 353% from $171M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SDIV positions and 3 closed out — a net gain of 11 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.63M. The largest seller was UBS, cutting an estimated $8.52M.

  • 62 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2013, up from 51 in Q3 2013.
  • Funds reported $776M of Global X SuperDividend ETF stock for Q4 2013, up 353% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend ETF positions in Q4 2013 and 3 closed out, a net change of +11 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2013 was Royal Bank of Canada, an estimated $2.63M added.
  • The largest Global X SuperDividend ETF seller in Q4 2013 was UBS, an estimated $8.52M sold.

Based on aggregated 13F filings for Q4 2013.