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Global X SuperDividend ETF
SDIV

74 hedge funds and large institutions have $238M invested in Global X SuperDividend ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

175% more call options, than puts

Call options by funds: $826K | Put options by funds: $300K

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

35% more capital invested

Capital invested by funds: $176M → $238M (+$61.5M)

14% more funds holding

Funds holding: 65 → 74 (+9)

0.43% more ownership

Funds ownership: 6.66% → 7.09% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
31
Reduced
19
Closed
5
Calls
$826K
Puts
$300K
Net Calls
+$526K
Net Calls Change
+$435K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.8M
2
Wells Fargo
Wells Fargo
California
+$7.38M
3
Bank of America
Bank of America
North Carolina
+$6.27M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.3M
5
Stifel Financial
Stifel Financial
Missouri
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.29M
2
SMM
Stadion Money Management
Georgia
-$505K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$344K
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$285K
5
LI
LVZ Inc
Michigan
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
SMM
26
Stadion Money Management
Georgia
$1.78M -$505K -6,673 -23%
LI
27
LVZ Inc
Michigan
$1.78M -$179K -2,362 -9%
MFS
28
MSI Financial Services
Massachusetts
$1.64M +$174K +2,306 +12%
PI
29
Placemark Investments
Illinois
$1.62M +$9.23K +122 +0.6%
FAAS
30
First Allied Advisory Services
California
$1.47M +$1.42M +18,784 New
IC
31
InterOcean Capital
Illinois
$1.41M +$1.36M +18,012 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.39M -$344K -4,548 -20%
SCM
33
Silver Capital Management
New York
$1.33M – – –
PAG
34
Private Advisor Group
New Jersey
$957K +$33.2K +439 +4%
US Bancorp
35
US Bancorp
Minnesota
$822K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$808K +$254K +3,352 +48%
CAL
37
Capital Advisors Ltd
Ohio
$804K +$151 +2 +0%
MA
38
Menlo Advisors
California
$765K – – –
CCA
39
Catalyst Capital Advisors
New York
$652K +$631K +8,333 New
CAN
40
Cetera Advisor Networks
California
$610K -$55.1K -728 -9%
FCCM
41
First City Capital Management
Georgia
$518K -$1.74K -23 -0.3%
VFS
42
VSR Financial Services
Kansas
$511K +$102K +1,348 +26%
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$509K +$200K +2,640 +68%
PSI
44
Pinnacle Summer Investments
Virginia
$504K +$268K +3,541 +121%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$500K +$483K +6,388 New
SF
46
Synovus Financial
Georgia
$486K +$8.32K +110 +2%
SB
47
Suntrust Banks
Georgia
$467K – – –
Jane Street
48
Jane Street
New York
$386K +$373K +4,932 New
Ameriprise
49
Ameriprise
Minnesota
$361K +$148K +1,956 +70%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$326K +$315K +4,167 New
1
2
3 4

SDIV Hedge Fund Activity: Q2 2014 in Review

74 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2014, worth a combined $238M — up 35% from $176M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SDIV positions and 5 closed out — a net gain of 9 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.29M sold.

  • 74 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2014, up from 65 in Q1 2014.
  • Funds reported $238M of Global X SuperDividend ETF stock for Q2 2014, up 35% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend ETF positions in Q2 2014 and 5 closed out, a net change of +9 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2014 was Morgan Stanley, an estimated $14.8M added.
  • The largest Global X SuperDividend ETF seller in Q2 2014 was Goldman Sachs, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2014.