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Global X SuperDividend ETF

77 hedge funds and large institutions have $249M invested in Global X SuperDividend ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 15

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 7477 (+3)

5% more capital invested

Capital invested by funds: $238M → $249M (+$11M)

0.25% more ownership

Funds ownership: 7.09%7.34% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less call options, than puts

Call options by funds: $338K | Put options by funds: $436K

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
41
Reduced
15
Closed
7
Calls
$338K
Puts
$436K
Net Calls
-$98K
Net Calls Change
-$624K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$401K +$428K +5,583 New
NFG
52
Next Financial Group
Texas
$342K +$33K +431 +10%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$329K +$31.6K +413 +10%
BIA
54
Biondo Investment Advisors
Pennsylvania
$304K +$36.8K +481 +13%
HIM
55
Hillsdale Investment Management
Ontario, Canada
$288K +$62.6K +817 +26%
CS
56
Credit Suisse
Switzerland
$265K +$283K +3,694 New
Northern Trust
57
Northern Trust
Illinois
$264K +$38.3K +500 +16%
SWP
58
Stratos Wealth Partners
Ohio
$255K +$271K +3,540 New
MHS
59
M Holdings Securities
Oregon
$244K +$27.5K +359 +12%
Deutsche Bank
60
Deutsche Bank
Germany
$160K +$25.5K +333 +18%
WA
61
WFG Advisors
Texas
$155K -$1.92K -25 -1%
BRWM
62
B. Riley Wealth Management
Tennessee
$94K +$1.46K +19 +1%
BBHC
63
Brown Brothers Harriman & Co
New York
$48K
Creative Planning
64
Creative Planning
Kansas
$48K +$7.12K +93 +16%
JWA
65
JFS Wealth Advisors
Pennsylvania
$37K +$39.1K +510 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$30K +$5.06K +66 +19%
AA
67
Apriem Advisors
California
$24K
BAM
68
Barrett Asset Management
New York
$22K
SNT
69
Security National Trust
West Virginia
$22K
WCM
70
Westend Capital Management
California
$16K +$17.8K +233 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
$13K -$3.22K -42 -19%
SCA
72
Strategic Capital Alternatives
United States
$13K +$13.9K +181 New
GGPS
73
Gary Goldberg Planning Services
New York
$12K
PTC
74
Private Trust Company
Ohio
$12K
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$11K +$5.9K +77 +94%

SDIV Hedge Fund Activity: Q3 2014 in Review

77 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2014, worth a combined $249M — up 4.6% from $238M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDIV positions and 7 closed out — a net gain of 4 holders — while 41 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $6.95M. The largest seller was Royal Bank of Canada, cutting an estimated $2.57M.

  • 77 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2014, up from 74 in Q2 2014.
  • Funds reported $249M of Global X SuperDividend ETF stock for Q3 2014, up 4.6% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend ETF positions in Q3 2014 and 7 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $6.95M added.
  • The largest Global X SuperDividend ETF seller in Q3 2014 was Royal Bank of Canada, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2014.