We are live on ! Find out more
SDIV icon

Global X SuperDividend ETF

79 hedge funds and large institutions have $165M invested in Global X SuperDividend ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

0.58% less ownership

Funds ownership: 6.49%5.91% (-0.58%)

3% less capital invested

Capital invested by funds: $170M → $165M (-$4.93M)

7% less funds holding

Funds holding: 8579 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $332K

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
33
Reduced
22
Closed
9
Calls
Puts
$332K
Net Calls
-$332K
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$777K +$10.8K +167 +1%
PAG
27
Private Advisor Group
New Jersey
$752K -$23.4K -363 -3%
AIP
28
Ahrens Investment Partners
Louisiana
$749K +$42.4K +658 +6%
US Bancorp
29
US Bancorp
Minnesota
$705K
KFS
30
Kissinger Financial Services
Maryland
$700K -$7.4K -115 -1%
RIA
31
Regal Investment Advisors
Michigan
$686K +$32.8K +509 +5%
MRC
32
Millburn Ridgefield Corp
New York
$672K -$162K -2,518 -20%
Citigroup
33
Citigroup
New York
$646K -$33.6K -522 -5%
IA
34
IFP Advisors
Florida
$618K +$25.5K +396 +4%
MML Investors Services
35
MML Investors Services
Massachusetts
$584K +$578K +8,976 New
ICOA
36
Investment Centers of America
North Dakota
$470K -$93.8K -1,457 -17%
JIC
37
Johnson Investment Counsel
Ohio
$427K -$28.7K -446 -6%
SFG
38
StrategIQ Financial Group
Indiana
$393K +$389K +6,046 New
AG
39
Advisor Group
Arizona
$387K +$73.8K +1,146 +24%
NFG
40
Next Financial Group
Texas
$376K
SWP
41
Stratos Wealth Partners
Ohio
$372K -$68.2K -1,060 -16%
FCCM
42
First City Capital Management
Georgia
$348K -$1.8K -28 -0.5%
CAL
43
Capital Advisors Ltd
Ohio
$336K
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$300K +$44.5K +692 +17%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$299K +$14.5K +225 +5%
BSAM
46
Blue Sky Asset Management
Colorado
$287K -$357K -5,547 -56%
FAAS
47
First Allied Advisory Services
California
$284K +$6.37K +99 +2%
HighTower Advisors
48
HighTower Advisors
Illinois
$268K +$265K +4,113 New
PTC
49
Private Trust Company
Ohio
$265K
FANJ
50
Financial Architects (New Jersey)
New Jersey
$252K +$27.9K +433 +13%

SDIV Hedge Fund Activity: Q2 2017 in Review

79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2017, worth a combined $165M — down 2.9% from $170M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SDIV and 4 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 33 added.

The largest buyer was Morgan Stanley, adding an estimated $5.69M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $7.17M sold.

  • 79 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2017, down from 85 in Q1 2017.
  • Funds reported $165M of Global X SuperDividend ETF stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 4 funds opened new Global X SuperDividend ETF positions in Q2 2017 and 9 closed out, a net change of -5 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2017 was Morgan Stanley, an estimated $5.69M added.
  • The largest Global X SuperDividend ETF seller in Q2 2017 was Independent Advisor Alliance, an estimated $7.17M sold.

Based on aggregated 13F filings for Q2 2017.