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Global X SuperDividend ETF
SDIV

65 hedge funds and large institutions have $176M invested in Global X SuperDividend ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 62 → 65 (+3)

0.7% less ownership

Funds ownership: 7.36% → 6.66% (-0.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

77% less capital invested

Capital invested by funds: $776M → $176M (-$600M)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
29
Reduced
16
Closed
6
Calls
$91K
Puts
–
Net Calls
+$91K
Net Calls Change
+$84K

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$2.19M
2
SMM
Stadion Money Management
Georgia
+$2.08M
3
CWM
Cabot Wealth Management
Massachusetts
+$1.66M
4
DADC
D.A. Davidson & Co
Montana
+$1.43M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$718K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.1M
2
Bank of America
Bank of America
North Carolina
-$3.57M
3
Ameriprise
Ameriprise
Minnesota
-$2.78M
4
FANJ
Financial Architects (New Jersey)
New Jersey
-$2.05M
5
U
UBS
Switzerland
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.64M +$81.8K +1,157 +5%
PI
27
Placemark Investments
Illinois
$1.52M +$38K +538 +3%
MFS
28
MSI Financial Services
Massachusetts
$1.37M +$667K +9,445 +103%
AIG
29
American International Group
New York
$1.34M +$274K +3,880 +27%
Goldman Sachs
30
Goldman Sachs
New York
$1.29M +$624K +8,830 +101%
SCM
31
Silver Capital Management
New York
$1.25M – – –
PAG
32
Private Advisor Group
New Jersey
$869K +$24.1K +341 +3%
US Bancorp
33
US Bancorp
Minnesota
$774K – – –
CAL
34
Capital Advisors Ltd
Ohio
$757K +$141K +1,990 +24%
MA
35
Menlo Advisors
California
$721K -$67.9K -961 -9%
CAN
36
Cetera Advisor Networks
California
$626K +$338K +4,784 +129%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$515K -$119K -1,686 -19%
HIM
38
Hillsdale Investment Management
Ontario, Canada
$512K – – –
FCCM
39
First City Capital Management
Georgia
$489K +$152K +2,148 +48%
SF
40
Synovus Financial
Georgia
$450K -$34K -481 -7%
SB
41
Suntrust Banks
Georgia
$440K – – –
VFS
42
VSR Financial Services
Kansas
$382K -$180K -2,544 -33%
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$285K +$273K +3,869 New
BIA
44
Biondo Investment Advisors
Pennsylvania
$233K +$223K +3,162 New
MHS
45
M Holdings Securities
Oregon
$226K +$216K +3,063 New
PSI
46
Pinnacle Summer Investments
Virginia
$220K +$144K +2,039 +229%
Ameriprise
47
Ameriprise
Minnesota
$205K -$2.78M -39,363 -93%
WA
48
WFG Advisors
Texas
$135K +$16.7K +236 +15%
BRWM
49
B. Riley Wealth Management
Tennessee
$91K +$87.5K +1,238 New
SCG
50
Strategic Capital Group
Washington
$85K +$6.78K +96 +9%
1
2
3

SDIV Hedge Fund Activity: Q1 2014 in Review

65 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2014, worth a combined $176M — down 77% from $776M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SDIV positions and 6 closed out — a net gain of 4 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Gradient Investments, adding an estimated $2.19M. The largest seller was Royal Bank of Canada, cutting an estimated $13.1M.

  • 65 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2014, up from 62 in Q4 2013.
  • Funds reported $176M of Global X SuperDividend ETF stock for Q1 2014, down 77% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend ETF positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2014 was Gradient Investments, an estimated $2.19M added.
  • The largest Global X SuperDividend ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2014.