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Global X SuperDividend ETF

85 hedge funds and large institutions have $170M invested in Global X SuperDividend ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $482K

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $157M → $170M (+$13.3M)

0% more ownership

Funds ownership: 6.48%6.49% (+0%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 8685 (-1)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
24
Closed
15
Calls
$2.24M
Puts
$482K
Net Calls
+$1.75M
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$253K +$253K +3,963 New
OMC
52
Old Mission Capital
Illinois
$252K -$1.18M -18,434 -82%
AWS
53
AJ Wealth Strategies
New York
$240K +$3.96K +62 +2%
TCM
54
Traynor Capital Management
Pennsylvania
$240K +$236K +3,701 New
SCM
55
Shelton Capital Management
Colorado
$232K +$230K +3,609 New
FANJ
56
Financial Architects (New Jersey)
New Jersey
$221K -$16.8K -263 -7%
AFP
57
Ausdal Financial Partners
Iowa
$220K
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K +$218K +3,416 New
LWAC
59
Laurel Wealth Advisors (California)
California
$218K
FFEC
60
First Financial Equity Corporation
Arizona
$217K +$217K +3,395 New
ASN
61
Advisory Services Network
Georgia
$208K +$207K +3,235 New
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$24.5K +384 +15%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$161K -$33K -517 -17%
CG
64
Cutler Group
California
$152K +$151K +2,367 New
DADC
65
D.A. Davidson & Co
Montana
$125K -$704K -11,021 -85%
GWM
66
Geneos Wealth Management
Colorado
$121K +$3.13K +49 +3%
GI
67
Gradient Investments
Minnesota
$106K -$281K -4,399 -73%
GRP
68
Global Retirement Partners
California
$76K +$34.1K +534 +83%
HCM
69
Highlander Capital Management
New Jersey
$61K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$55K
WA
71
WFG Advisors
Texas
$54K +$42.5K +666 +399%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$53K +$52.7K +826 New
AA
73
Apriem Advisors
California
$43K
BWP
74
Baldwin Wealth Partners
Massachusetts
$32K -$177K -2,767 -85%
AIM
75
Advantage Investment Management
Iowa
$32K

SDIV Hedge Fund Activity: Q1 2017 in Review

85 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2017, worth a combined $170M — up 8.5% from $157M a quarter earlier.

Fund positioning in SDIV was balanced in Q1 2017: 15 funds opened new positions, 15 closed out, 32 added to existing stakes and 24 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $7.22M. The largest seller was Janney Capital Management, exiting entirely with an estimated $5.88M sold.

  • 85 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2017, down from 86 in Q4 2016.
  • Funds reported $170M of Global X SuperDividend ETF stock for Q1 2017, up 8.5% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend ETF positions in Q1 2017 and 15 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2017 was Independent Advisor Alliance, an estimated $7.22M added.
  • The largest Global X SuperDividend ETF seller in Q1 2017 was Janney Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q1 2017.