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Global X SuperDividend ETF
SDIV

74 hedge funds and large institutions have $178M invested in Global X SuperDividend ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.3% less ownership

Funds ownership: 7.34% → 7.04% (-0.3%)

4% less funds holding

Funds holding: 77 → 74 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

21% less capital invested

Capital invested by funds: $226M → $178M (-$48.5M)

48% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 33

57% less call options, than puts

Call options by funds: $224K | Put options by funds: $521K

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
17
Reduced
33
Closed
13
Calls
$224K
Puts
$521K
Net Calls
-$297K
Net Calls Change
+$266K

Top Buyers

Rank Fund Capital Flow
1
JCM
Janney Capital Management
Pennsylvania
+$7.23M
2
Bank of America
Bank of America
North Carolina
+$3.44M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.38M
4
BB
Bell Bank
North Dakota
+$1.19M
5
Goldman Sachs
Goldman Sachs
New York
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13.1M
2
Wells Fargo
Wells Fargo
California
-$4.16M
3
LPL Financial
LPL Financial
California
-$3.02M
4
BTS
BB&T Securities
Virginia
-$2.51M
5
Jane Street
Jane Street
New York
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
51
First Allied Advisory Services
California
$303K -$63K -999 -16%
RIL
52
Rothschild Investment LLC
Illinois
$277K -$105K -1,667 -26%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$265K +$186K +2,951 +191%
HighTower Advisors
54
HighTower Advisors
Illinois
$258K +$273K +4,334 New
Northern Trust
55
Northern Trust
Illinois
$216K -$94.6K -1,500 -29%
NFG
56
Next Financial Group
Texas
$209K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$174K -$16.8K -267 -8%
WA
58
WFG Advisors
Texas
$125K -$8.83K -140 -6%
GWM
59
Gupta Wealth Management
California
$123K – – –
HCM
60
Highlander Capital Management
New Jersey
$120K – – –
RIA
61
Regal Investment Advisors
Michigan
$84K +$90.4K +1,433 New
Creative Planning
62
Creative Planning
Kansas
$39K +$42.2K +669 New
CLOS
63
Compagnie Lombard Odier SCmA
Switzerland
$21K – – –
AA
64
Apriem Advisors
California
$20K – – –
BAM
65
Barrett Asset Management
New York
$18K – – –
SNT
66
Security National Trust
West Virginia
$18K – – –
DLHL
67
Donald L. Hagan LLC
Florida
$16K +$16.8K +267 New
UFA
68
US Financial Advisors
Massachusetts
$14K +$12.6K +200 New
HNB
69
Huntington National Bank
Ohio
$13K – – –
TWA
70
TCI Wealth Advisors
Arizona
$12K +$13.1K +208 New
BAM
71
Bruderman Asset Management
New York
$10K – – –
CFS
72
Commonwealth Financial Services
West Virginia
$9K – – –
FWM
73
Focused Wealth Management
New York
$5K +$5.24K +83 New
HI
74
Hudock Inc
Pennsylvania
$3K +$4.23K +67 New
RPG
75
Risk Paradigm Group
Texas
$1.97K – – –
1 2
3
4

SDIV Hedge Fund Activity: Q3 2015 in Review

74 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2015, worth a combined $178M — down 21% from $226M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDIV and 11 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 17 added.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $7.23M. The largest seller was Morgan Stanley, cutting an estimated $13.1M.

  • 74 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2015, down from 77 in Q2 2015.
  • Funds reported $178M of Global X SuperDividend ETF stock for Q3 2015, down 21% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend ETF positions in Q3 2015 and 13 closed out, a net change of -2 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2015 was Janney Capital Management, an estimated $7.23M added.
  • The largest Global X SuperDividend ETF seller in Q3 2015 was Morgan Stanley, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2015.