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Global X SuperDividend ETF

74 hedge funds and large institutions have $238M invested in Global X SuperDividend ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

175% more call options, than puts

Call options by funds: $826K | Put options by funds: $300K

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

35% more capital invested

Capital invested by funds: $176M → $238M (+$61.5M)

14% more funds holding

Funds holding: 6574 (+9)

0.43% more ownership

Funds ownership: 6.66%7.09% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
19
Closed
5
Calls
$826K
Puts
$300K
Net Calls
+$526K
Net Calls Change
+$435K
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$326K +$327K +4,322 New
BIA
52
Biondo Investment Advisors
Pennsylvania
$293K +$44.3K +585 +19%
HIM
53
Hillsdale Investment Management
Ontario, Canada
$249K -$285K -3,767 -54%
Northern Trust
54
Northern Trust
Illinois
$248K +$240K +3,167 New
MHS
55
M Holdings Securities
Oregon
$238K -$1.89K -25 -0.8%
B
56
Baird
Wisconsin
$212K +$206K +2,717 New
ICOA
57
Investment Centers of America
North Dakota
$209K +$202K +2,669 New
WA
58
WFG Advisors
Texas
$171K +$26.8K +354 +19%
Deutsche Bank
59
Deutsche Bank
Germany
$148K +$143K +1,895 New
BRWM
60
B. Riley Wealth Management
Tennessee
$100K +$4.01K +53 +4%
BBHC
61
Brown Brothers Harriman & Co
New York
$52K
Creative Planning
62
Creative Planning
Kansas
$45K -$5.07K -67 -10%
MA
63
MUFG Americas
New York
$39K -$35K -462 -48%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$27K
AA
65
Apriem Advisors
California
$26K
BAM
66
Barrett Asset Management
New York
$23K -$53K -700 -70%
SNT
67
Security National Trust
West Virginia
$23K
SCG
68
Strategic Capital Group
Washington
$19K -$69.5K -919 -79%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$18K -$530 -7 -3%
GGPS
70
Gary Goldberg Planning Services
New York
$13K
PTC
71
Private Trust Company
Ohio
$13K +$12.6K +167 New
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$8K -$7.49K -99 -50%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$6K -$28.5K -376 -82%
TWA
74
TCI Wealth Advisors
Arizona
$3K +$2.57K +34 New
Goldman Sachs
75
Goldman Sachs
New York
-$1.29M -17,553 Closed

SDIV Hedge Fund Activity: Q2 2014 in Review

74 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2014, worth a combined $238M — up 35% from $176M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SDIV positions and 5 closed out — a net gain of 9 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.29M sold.

  • 74 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2014, up from 65 in Q1 2014.
  • Funds reported $238M of Global X SuperDividend ETF stock for Q2 2014, up 35% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend ETF positions in Q2 2014 and 5 closed out, a net change of +9 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2014 was Morgan Stanley, an estimated $14.8M added.
  • The largest Global X SuperDividend ETF seller in Q2 2014 was Goldman Sachs, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2014.