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Global X SuperDividend ETF

86 hedge funds and large institutions have $157M invested in Global X SuperDividend ETF in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $250K

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

25% more funds holding

Funds holding: 6986 (+17)

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0.21% less ownership

Funds ownership: 6.69%6.48% (-0.21%)

7% less capital invested

Capital invested by funds: $168M → $157M (-$11.7M)

Holders
86
Holders Change
+17
Holders Change %
+24.64%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
26
Reduced
22
Closed
4
Calls
$2.11M
Puts
$250K
Net Calls
+$1.86M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
51
First Allied Advisory Services
California
$257K -$4.37K -71 -2%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$231K -$5.17K -84 -2%
AWS
53
AJ Wealth Strategies
New York
$229K +$226K +3,666 New
PTC
54
Private Trust Company
Ohio
$223K +$10.2K +166 +5%
CCM
55
Canal Capital Management
Virginia
$219K -$24.4K -396 -12%
Stifel Financial
56
Stifel Financial
Missouri
$218K +$6.16K +100 +3%
AFP
57
Ausdal Financial Partners
Iowa
$213K +$8.19K +133 +4%
LWAC
58
Laurel Wealth Advisors (California)
California
$212K
LFAS
59
Level Four Advisory Services
Texas
$205K +$202K +3,284 New
BWP
60
Baldwin Wealth Partners
Massachusetts
$203K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$185K +$27K +438 +17%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$160K +2,601 New
GWM
63
Geneos Wealth Management
Colorado
$114K
Simplex Trading
64
Simplex Trading
Illinois
$96K +$94.8K +1,539 New
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$84K +$70K +1,137 New
AA
66
Ancora Advisors
Ohio
$73K +$72.5K +1,177 New
HCM
67
Highlander Capital Management
New Jersey
$60K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$53K +$52.3K +850 New
AA
69
Apriem Advisors
California
$42K
GRP
70
Global Retirement Partners
California
$40K +$39.8K +646 New
AIM
71
Advantage Investment Management
Iowa
$31K
EWM
72
Endurance Wealth Management
Rhode Island
$26K
HR
73
Howe & Rusling
New York
$23K +$22.8K +370 New
AC
74
Alexandria Capital
Virginia
$21K +$21.1K +342 New
BAM
75
Barrett Asset Management
New York
$19K

SDIV Hedge Fund Activity: Q4 2016 in Review

86 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2016, worth a combined $157M — down 6.9% from $168M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SDIV positions and 4 closed out — a net gain of 18 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.53M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $9.93M sold.

  • 86 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2016, up from 69 in Q3 2016.
  • Funds reported $157M of Global X SuperDividend ETF stock for Q4 2016, down 6.9% quarter-over-quarter.
  • 22 funds opened new Global X SuperDividend ETF positions in Q4 2016 and 4 closed out, a net change of +18 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2016 was Citadel Advisors, an estimated $3.53M added.
  • The largest Global X SuperDividend ETF seller in Q4 2016 was Cardan Capital Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q4 2016.