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Global X SuperDividend ETF
SDIV

69 hedge funds and large institutions have $168M invested in Global X SuperDividend ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

1% more capital invested

Capital invested by funds: $166M → $168M (+$1.92M)

0% more funds holding

Funds holding: 69 → 69 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.13% less ownership

Funds ownership: 6.82% → 6.69% (-0.13%)

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
30
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$4.02M
2
Bank of America
Bank of America
North Carolina
+$3.52M
3
GI
Gradient Investments
Minnesota
+$3.21M
4
LPL Financial
LPL Financial
California
+$1.75M
5
CAN
Cetera Advisor Networks
California
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.32M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.1M
3
Morgan Stanley
Morgan Stanley
New York
-$2.47M
4
OMC
Old Mission Capital
Illinois
-$1.21M
5
Goldman Sachs
Goldman Sachs
New York
-$734K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
51
Baldwin Wealth Partners
Massachusetts
$210K -$246K -3,833 -54%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$166K -$127K -1,985 -43%
ASN
53
Advisory Services Network
Georgia
$137K -$10.1K -157 -7%
GWM
54
Geneos Wealth Management
Colorado
$118K +$2.95K +46 +3%
First Manhattan
55
First Manhattan
New York
$115K +$115K +1,797 New
HCM
56
Highlander Capital Management
New Jersey
$62K – – –
AA
57
Apriem Advisors
California
$43K +$21.4K +334 +100%
AIM
58
Advantage Investment Management
Iowa
$32K +$32K +500 New
JP Morgan Chase
59
JP Morgan Chase
New York
$26K – – –
WA
60
WFG Advisors
Texas
$26K – – –
EWM
61
Endurance Wealth Management
Rhode Island
$26K +$26.7K +417 New
Creative Planning
62
Creative Planning
Kansas
$23K +$384 +6 +2%
BAM
63
Barrett Asset Management
New York
$19K – – –
SNT
64
Security National Trust
West Virginia
$19K – – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$5.64K +88 New
FWM
66
Focused Wealth Management
New York
$5K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$4K +$4.04K +63 +3,150%
BlackRock
68
BlackRock
New York
$2K +$705 +11 +50%
PVH
69
Psagot Value Holdings
Israel
$1K +$320 +5 +63%
Citadel Advisors
70
Citadel Advisors
Florida
– -$5.1M -81,651 Closed
OMC
71
Old Mission Capital
Illinois
– -$1.21M -19,428 Closed
Goldman Sachs
72
Goldman Sachs
New York
– -$734K -11,764 Closed
SMH
73
Sanders Morris Harris
Texas
– -$643K -10,312 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$562K -9,001 Closed
FTUS
75
Flow Traders U.S.
New York
– -$261K -4,183 Closed
1 2
3
4

SDIV Hedge Fund Activity: Q3 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 Q3 2016, worth a combined $168M — up 1.2% from $166M a quarter earlier.

Fund positioning in SDIV was balanced in Q3 2016: 9 funds opened new positions, 9 closed out, 30 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.02M. The largest seller was Jane Street, cutting an estimated $9.32M.

  • 69 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $168M of Global X SuperDividend ETF stock for Q3 2016, up 1.2% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend ETF positions in Q3 2016 and 9 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2016 was Wells Fargo, an estimated $4.02M added.
  • The largest Global X SuperDividend ETF seller in Q3 2016 was Jane Street, an estimated $9.32M sold.

Based on aggregated 13F filings for Q3 2016.