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Global X SuperDividend ETF
SDIV

69 hedge funds and large institutions have $168M invested in Global X SuperDividend ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

1% more capital invested

Capital invested by funds: $166M → $168M (+$1.92M)

0% more funds holding

Funds holding: 69 → 69 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.13% less ownership

Funds ownership: 6.82% → 6.69% (-0.13%)

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
30
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$4.02M
2
Bank of America
Bank of America
North Carolina
+$3.52M
3
GI
Gradient Investments
Minnesota
+$3.21M
4
LPL Financial
LPL Financial
California
+$1.75M
5
CAN
Cetera Advisor Networks
California
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.32M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.1M
3
Morgan Stanley
Morgan Stanley
New York
-$2.47M
4
OMC
Old Mission Capital
Illinois
-$1.21M
5
Goldman Sachs
Goldman Sachs
New York
-$734K
Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
26
Dumont & Blake Investment Advisors
New Jersey
$757K -$34.3K -536 -4%
US Bancorp
27
US Bancorp
Minnesota
$698K -$22K -344 -3%
PAG
28
Private Advisor Group
New Jersey
$692K -$81.8K -1,277 -10%
KFS
29
Kissinger Financial Services
Maryland
$676K +$672K +10,489 New
Citigroup
30
Citigroup
New York
$611K +$42.6K +665 +8%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$597K +$30.8K +480 +5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$593K -$101K -1,583 -15%
JIC
33
Johnson Investment Counsel
Ohio
$544K -$68.3K -1,066 -11%
IA
34
IFP Advisors
Florida
$534K +$1.6K +25 +0.3%
NFG
35
Next Financial Group
Texas
$526K +$266K +4,146 +103%
MFS
36
MSI Financial Services
Massachusetts
$504K -$3.27K -51 -0.6%
FCCM
37
First City Capital Management
Georgia
$424K +$128 +2 +0%
ICOA
38
Investment Centers of America
North Dakota
$398K +$76.3K +1,191 +24%
SWP
39
Stratos Wealth Partners
Ohio
$391K +$448 +7 +0.1%
SC
40
Scotia Capital
Ontario, Canada
$336K +$5.45K +85 +2%
CAL
41
Capital Advisors Ltd
Ohio
$332K – – –
MIP
42
Marietta Investment Partners
Wisconsin
$305K +$303K +4,733 New
AG
43
Advisor Group
Arizona
$288K -$2.63K -41 -0.9%
FAAS
44
First Allied Advisory Services
California
$270K -$9.99K -156 -4%
CCM
45
Canal Capital Management
Virginia
$250K +$214K +3,344 New
FANJ
46
Financial Architects (New Jersey)
New Jersey
$244K – – –
PTC
47
Private Trust Company
Ohio
$220K +$219K +3,417 New
Stifel Financial
48
Stifel Financial
Missouri
$219K -$37.8K -590 -15%
LWAC
49
Laurel Wealth Advisors (California)
California
$219K – – –
AFP
50
Ausdal Financial Partners
Iowa
$211K -$8.52K -133 -4%
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2
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SDIV Hedge Fund Activity: Q3 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 Q3 2016, worth a combined $168M — up 1.2% from $166M a quarter earlier.

Fund positioning in SDIV was balanced in Q3 2016: 9 funds opened new positions, 9 closed out, 30 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.02M. The largest seller was Jane Street, cutting an estimated $9.32M.

  • 69 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $168M of Global X SuperDividend ETF stock for Q3 2016, up 1.2% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend ETF positions in Q3 2016 and 9 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2016 was Wells Fargo, an estimated $4.02M added.
  • The largest Global X SuperDividend ETF seller in Q3 2016 was Jane Street, an estimated $9.32M sold.

Based on aggregated 13F filings for Q3 2016.