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Global X SuperDividend ETF

65 hedge funds and large institutions have $176M invested in Global X SuperDividend ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 6265 (+3)

0.7% less ownership

Funds ownership: 7.36%6.66% (-0.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

77% less capital invested

Capital invested by funds: $776M → $176M (-$600M)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
29
Reduced
16
Closed
6
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Barrett Asset Management
New York
$74K
MA
52
MUFG Americas
New York
$71K +$68K +962 New
BBHC
53
Brown Brothers Harriman & Co
New York
$49K
Creative Planning
54
Creative Planning
Kansas
$47K -$11.7K -166 -21%
LWA
55
Lenox Wealth Advisors
New York
$36K +$34.2K +484 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$34K +$17.9K +253 +123%
AA
57
Apriem Advisors
California
$25K
FMII
58
Farmers & Merchants Investments Inc
Nebraska
$25K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$25K
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$25K +$24.2K +342 New
SNT
61
Security National Trust
West Virginia
$22K
BFEC
62
Benjamin F. Edwards & Company
Missouri
$17K +$424 +6 +3%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$15K +$4.66K +66 +50%
GGPS
64
Gary Goldberg Planning Services
New York
$12K +$11.8K +167 New
Jane Street
65
Jane Street
New York
-$1.3M -18,507 Closed
GT
66
Glenmede Trust
Pennsylvania
-$93K -1,333 Closed
ASN
67
Advisory Services Network
Georgia
-$91K -1,297 Closed
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
-$35K -500 Closed
Deutsche Bank
69
Deutsche Bank
Germany
-$23K -333 Closed
ECM
70
ETrade Capital Management
Virginia
-$6K -85 Closed
NMIS
71
Northwestern Mutual Investment Services
Wisconsin
+$424 +6 New

SDIV Hedge Fund Activity: Q1 2014 in Review

65 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2014, worth a combined $176M — down 77% from $776M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SDIV positions and 6 closed out — a net gain of 4 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Gradient Investments, adding an estimated $2.19M. The largest seller was Royal Bank of Canada, cutting an estimated $13.1M.

  • 65 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2014, up from 62 in Q4 2013.
  • Funds reported $176M of Global X SuperDividend ETF stock for Q1 2014, down 77% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend ETF positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2014 was Gradient Investments, an estimated $2.19M added.
  • The largest Global X SuperDividend ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2014.