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Global X SuperDividend ETF
SDIV

77 hedge funds and large institutions have $249M invested in Global X SuperDividend ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 15

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 74 → 77 (+3)

5% more capital invested

Capital invested by funds: $238M → $249M (+$11M)

0.25% more ownership

Funds ownership: 7.09% → 7.34% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less call options, than puts

Call options by funds: $338K | Put options by funds: $436K

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
41
Reduced
15
Closed
7
Calls
$338K
Puts
$436K
Net Calls
-$98K
Net Calls Change
-$624K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.95M
2
Jane Street
Jane Street
New York
+$6.25M
3
Bank of America
Bank of America
North Carolina
+$3.07M
4
Wells Fargo
Wells Fargo
California
+$2.77M
5
GI
Gradient Investments
Minnesota
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.57M
2
Stifel Financial
Stifel Financial
Missouri
-$2.1M
3
Morgan Stanley
Morgan Stanley
New York
-$2.04M
4
SMM
Stadion Money Management
Georgia
-$1.78M
5
CCA
Catalyst Capital Advisors
New York
-$652K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
Placemark Investments
Illinois
$1.6M +$114K +1,490 +7%
MFS
27
MSI Financial Services
Massachusetts
$1.57M +$63.5K +829 +4%
LI
28
LVZ Inc
Michigan
$1.52M -$118K -1,541 -7%
FAAS
29
First Allied Advisory Services
California
$1.38M +$31.9K +416 +2%
BWP
30
Baldwin Wealth Partners
Massachusetts
$1.36M -$329K -4,300 -19%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.33M +$53.3K +696 +4%
IC
32
InterOcean Capital
Illinois
$1.24M -$59.5K -777 -4%
SCM
33
Silver Capital Management
New York
$1.22M – – –
PAG
34
Private Advisor Group
New Jersey
$1.08M +$209K +2,722 +22%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$899K +$166K +2,161 +21%
JIC
36
Johnson Investment Counsel
Ohio
$775K +$826K +10,780 New
US Bancorp
37
US Bancorp
Minnesota
$756K – – –
CAL
38
Capital Advisors Ltd
Ohio
$755K +$17.6K +230 +2%
VFS
39
VSR Financial Services
Kansas
$692K +$237K +3,089 +47%
Goldman Sachs
40
Goldman Sachs
New York
$674K +$718K +9,373 New
MA
41
Menlo Advisors
California
$667K -$39.1K -510 -5%
CAN
42
Cetera Advisor Networks
California
$637K +$85.7K +1,119 +14%
Ameriprise
43
Ameriprise
Minnesota
$612K +$289K +3,771 +80%
PSI
44
Pinnacle Summer Investments
Virginia
$596K +$139K +1,815 +28%
DBIA
45
Dumont & Blake Investment Advisors
New Jersey
$568K +$106K +1,386 +21%
SF
46
Synovus Financial
Georgia
$561K +$121K +1,583 +25%
FCCM
47
First City Capital Management
Georgia
$474K -$2.83K -37 -0.6%
SB
48
Suntrust Banks
Georgia
$430K – – –
FTUS
49
Flow Traders U.S.
New York
$405K +$431K +5,630 New
RIL
50
Rothschild Investment LLC
Illinois
$404K +$431K +5,623 New
1
2
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SDIV Hedge Fund Activity: Q3 2014 in Review

77 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2014, worth a combined $249M — up 4.6% from $238M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDIV positions and 7 closed out — a net gain of 4 holders — while 41 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $6.95M. The largest seller was Royal Bank of Canada, cutting an estimated $2.57M.

  • 77 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2014, up from 74 in Q2 2014.
  • Funds reported $249M of Global X SuperDividend ETF stock for Q3 2014, up 4.6% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend ETF positions in Q3 2014 and 7 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $6.95M added.
  • The largest Global X SuperDividend ETF seller in Q3 2014 was Royal Bank of Canada, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2014.