We are live on ! Find out more
SDIV icon

Global X SuperDividend ETF

97 hedge funds and large institutions have $156M invested in Global X SuperDividend ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $139M → $156M (+$16.9M)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.15% less ownership

Funds ownership: 4.87%4.72% (-0.15%)

3% less funds holding

Funds holding: 10097 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

35% less call options, than puts

Call options by funds: $435K | Put options by funds: $674K

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
30
Closed
13
Calls
$435K
Puts
$674K
Net Calls
-$239K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Regal Investment Advisors
Michigan
$788K +$257K +4,130 +47%
MML Investors Services
27
MML Investors Services
Massachusetts
$775K +$376K +6,040 +91%
SWP
28
Stratos Wealth Partners
Ohio
$764K +$22.6K +363 +3%
PAG
29
Private Advisor Group
New Jersey
$754K +$439K +7,061 +135%
DBIA
30
Dumont & Blake Investment Advisors
New Jersey
$733K -$7.78K -125 -1%
SFG
31
StrategIQ Financial Group
Indiana
$713K -$65.3K -1,049 -8%
HFS
32
HL Financial Services
Kentucky
$691K +$23.3K +375 +3%
US Bancorp
33
US Bancorp
Minnesota
$663K
NFG
34
Next Financial Group
Texas
$631K
SPIA
35
Steward Partners Investment Advisory
New York
$583K +$417K +6,706 +239%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$556K -$1.38M -22,153 -71%
OC
37
Oppenheimer & Co
New York
$527K -$16.3K -262 -3%
Citigroup
38
Citigroup
New York
$490K -$8.4K -135 -2%
FIM
39
Frontier Investment Management
Texas
$485K +$493K +7,917 New
AG
40
Advisor Group
Arizona
$463K -$2.36K -38 -0.5%
FAAS
41
First Allied Advisory Services
California
$446K +$13.6K +218 +3%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$442K +$11.4K +183 +3%
IA
43
IFP Advisors
Florida
$440K -$47.8K -769 -10%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$418K +$155K +2,487 +57%
BSAM
45
Blue Sky Asset Management
Colorado
$406K +$412K +6,627 New
GFPC
46
Global Financial Private Capital
Florida
$340K +$43.6K +701 +14%
PTC
47
Private Trust Company
Ohio
$325K +$76.7K +1,233 +30%
AIM
48
Anchor Investment Management
South Carolina
$321K
MRC
49
Millburn Ridgefield Corp
New York
$312K +$20K +322 +7%
FCCM
50
First City Capital Management
Georgia
$305K +$187 +3 +0.1%

SDIV Hedge Fund Activity: Q3 2018 in Review

97 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2018, worth a combined $156M — up 12% from $139M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDIV and 10 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Bank of America, adding an estimated $2.51M. The largest seller was Morgan Stanley, cutting an estimated $2.56M.

  • 97 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2018, down from 100 in Q2 2018.
  • Funds reported $156M of Global X SuperDividend ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend ETF positions in Q3 2018 and 13 closed out, a net change of -3 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2018 was Bank of America, an estimated $2.51M added.
  • The largest Global X SuperDividend ETF seller in Q3 2018 was Morgan Stanley, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2018.