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Global X SuperDividend ETF

69 hedge funds and large institutions have $166M invested in Global X SuperDividend ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $136M → $166M (+$30M)

10% more funds holding

Funds holding: 6369 (+6)

0.98% more ownership

Funds ownership: 5.85%6.82% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

46% less call options, than puts

Call options by funds: $266K | Put options by funds: $491K

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
24
Closed
5
Calls
$266K
Puts
$491K
Net Calls
-$225K
Net Calls Change
-$224K
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
51
Financial Architects (New Jersey)
New Jersey
$236K -$59.1K -962 -20%
AFP
52
Ausdal Financial Partners
Iowa
$213K -$15.9K -258 -7%
LWAC
53
Laurel Wealth Advisors (California)
California
$212K
HighTower Advisors
54
HighTower Advisors
Illinois
$211K +$209K +3,399 New
ASN
55
Advisory Services Network
Georgia
$143K +$110K +1,790 +358%
GWM
56
Geneos Wealth Management
Colorado
$111K
HCM
57
Highlander Capital Management
New Jersey
$60K -$66.5K -1,083 -53%
WA
58
WFG Advisors
Texas
$25K
JP Morgan Chase
59
JP Morgan Chase
New York
$25K +$24.8K +404 New
Creative Planning
60
Creative Planning
Kansas
$22K -$210K -3,410 -91%
AA
61
Apriem Advisors
California
$21K
BAM
62
Barrett Asset Management
New York
$19K
SNT
63
Security National Trust
West Virginia
$19K
BAM
64
Bruderman Asset Management
New York
$10K
FWM
65
Focused Wealth Management
New York
$5K
PVH
66
Psagot Value Holdings
Israel
$1K +$492 +8 New
AssetMark Inc
67
AssetMark Inc
California
$1K +$614 +10 New
BlackRock
68
BlackRock
New York
$1K +$1.04K +17 +340%
FIM
69
Freedom Investment Management
Connecticut
-$7.63M -102,217 Closed
VFS
70
VSR Financial Services
Kansas
-$445K -7,352 Closed
Northern Trust
71
Northern Trust
Illinois
-$222K -3,667 Closed
AIG
72
American International Group
New York
-$134K -2,222 Closed
DLHL
73
Donald L. Hagan LLC
Florida
-$16K -267 Closed

SDIV Hedge Fund Activity: Q2 2016 in Review

69 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2016, worth a combined $166M — up 22% from $136M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDIV positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $9.14M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $7.63M sold.

  • 69 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2016, up from 63 in Q1 2016.
  • Funds reported $166M of Global X SuperDividend ETF stock for Q2 2016, up 22% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend ETF positions in Q2 2016 and 5 closed out, a net change of +6 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2016 was Cardan Capital Partners, an estimated $9.14M added.
  • The largest Global X SuperDividend ETF seller in Q2 2016 was Freedom Investment Management, an estimated $7.63M sold.

Based on aggregated 13F filings for Q2 2016.