Global X SuperDividend ETF
SDIV
51 hedge funds and large institutions have $171M invested in Global X SuperDividend ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
24% more capital invested
Capital invested by funds: $138M → $171M (+$33.2M)
9% more funds holding
Funds holding: 47 → 51 (+4)
0.44% more ownership
Funds ownership: 7.41% → 7.85% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $14K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$7.1M |
| 2 |
Morgan Stanley
New York
|
+$5.76M |
| 3 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$5.43M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.03M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.89M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.73M |
| 3 |
VFAM
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
|
-$1.04M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$917K |
| 5 |
LPL Financial
San Diego,
California
|
-$808K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Envestnet Asset Management
Chicago,
Illinois
| $9K | +$9.04K | +135 | New |
|
|
VFAM
52
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
| – | -$1.04M | -16,170 | Closed |
|
|
MFS
53
MSI Financial Services
Springfield,
Massachusetts
| – | -$917K | -14,280 | Closed |
|
|
BT
54
Beacon Trust
Morristown,
New Jersey
| – | -$661K | -10,290 | Closed |
|
|
CA
55
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| – | -$649K | -10,100 | Closed |
|
|
RJFSA
56
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$386K | -6,016 | Closed |
|
57
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$43K | -667 | Closed |
|
SDIV Hedge Fund Activity: Q3 2013 in Review
51 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2013, worth a combined $171M — up 24% from $138M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SDIV positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 15 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $7.1M. The largest seller was Wells Fargo, cutting an estimated $2.89M.
- 51 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2013, up from 47 in Q2 2013.
- Funds reported $171M of Global X SuperDividend ETF stock for Q3 2013, up 24% quarter-over-quarter.
- 10 funds opened new Global X SuperDividend ETF positions in Q3 2013 and 6 closed out, a net change of +4 holders.
- The largest Global X SuperDividend ETF buyer in Q3 2013 was Gradient Investments, an estimated $7.1M added.
- The largest Global X SuperDividend ETF seller in Q3 2013 was Wells Fargo, an estimated $2.89M sold.
Based on aggregated 13F filings for Q3 2013.