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Global X SuperDividend ETF

69 hedge funds and large institutions have $166M invested in Global X SuperDividend ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $136M → $166M (+$30M)

10% more funds holding

Funds holding: 6369 (+6)

0.98% more ownership

Funds ownership: 5.85%6.82% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

46% less call options, than puts

Call options by funds: $266K | Put options by funds: $491K

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
24
Closed
5
Calls
$266K
Puts
$491K
Net Calls
-$225K
Net Calls Change
-$224K
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
26
Dumont & Blake Investment Advisors
New Jersey
$768K +$2.03K +33 +0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$758K -$63.8K -1,038 -8%
PAG
28
Private Advisor Group
New Jersey
$757K -$61.3K -997 -8%
Goldman Sachs
29
Goldman Sachs
New York
$734K -$311K -5,061 -30%
US Bancorp
30
US Bancorp
Minnesota
$698K +$20.5K +334 +3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$673K +$81.4K +1,324 +14%
SMH
32
Sanders Morris Harris
Texas
$643K -$860 -14 -0.1%
JIC
33
Johnson Investment Counsel
Ohio
$594K -$26.7K -434 -4%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$562K -$484K -7,882 -47%
Citigroup
35
Citigroup
New York
$551K -$59.6K -970 -10%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$549K -$7.99K -130 -1%
IA
37
IFP Advisors
Florida
$516K +$446K +7,261 +717%
MFS
38
MSI Financial Services
Massachusetts
$492K +$47.4K +772 +11%
BWP
39
Baldwin Wealth Partners
Massachusetts
$443K -$53.3K -867 -11%
FCCM
40
First City Capital Management
Georgia
$411K -$3.38K -55 -0.8%
SWP
41
Stratos Wealth Partners
Ohio
$379K -$23K -375 -6%
CAL
42
Capital Advisors Ltd
Ohio
$322K
SC
43
Scotia Capital
Ontario, Canada
$320K +$51.6K +840 +20%
ICOA
44
Investment Centers of America
North Dakota
$307K +$92.4K +1,503 +44%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$285K -$70.3K -1,144 -20%
AG
46
Advisor Group
Arizona
$279K +$277K +4,501 New
FAAS
47
First Allied Advisory Services
California
$269K +$267K +4,344 New
FTUS
48
Flow Traders U.S.
New York
$261K -$568K -9,236 -69%
NFG
49
Next Financial Group
Texas
$250K
Stifel Financial
50
Stifel Financial
Missouri
$250K +$245K +3,988 New

SDIV Hedge Fund Activity: Q2 2016 in Review

69 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2016, worth a combined $166M — up 22% from $136M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDIV positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $9.14M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $7.63M sold.

  • 69 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2016, up from 63 in Q1 2016.
  • Funds reported $166M of Global X SuperDividend ETF stock for Q2 2016, up 22% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend ETF positions in Q2 2016 and 5 closed out, a net change of +6 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2016 was Cardan Capital Partners, an estimated $9.14M added.
  • The largest Global X SuperDividend ETF seller in Q2 2016 was Freedom Investment Management, an estimated $7.63M sold.

Based on aggregated 13F filings for Q2 2016.