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Global X SuperDividend ETF

79 hedge funds and large institutions have $165M invested in Global X SuperDividend ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

0.58% less ownership

Funds ownership: 6.49%5.91% (-0.58%)

3% less capital invested

Capital invested by funds: $170M → $165M (-$4.93M)

7% less funds holding

Funds holding: 8579 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $332K

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
33
Reduced
22
Closed
9
Calls
Puts
$332K
Net Calls
-$332K
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
AJ Wealth Strategies
New York
$247K +$4.12K +64 +2%
TCM
52
Traynor Capital Management
Pennsylvania
$239K -$3.48K -54 -1%
SCM
53
Shelton Capital Management
Colorado
$235K
AFP
54
Ausdal Financial Partners
Iowa
$222K
LWAC
55
Laurel Wealth Advisors (California)
California
$221K
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$197K -$25.1K -390 -11%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$188K -$3.35K -52 -2%
ASN
58
Advisory Services Network
Georgia
$187K -$22.9K -356 -11%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$161K -$2.06K -32 -1%
GWM
60
Geneos Wealth Management
Colorado
$130K +$7.79K +121 +6%
DADC
61
D.A. Davidson & Co
Montana
$118K -$8.11K -126 -6%
GI
62
Gradient Investments
Minnesota
$97K -$10.4K -161 -10%
WA
63
WFG Advisors
Texas
$76K +$21.7K +337 +40%
SPIA
64
Steward Partners Investment Advisory
New York
$76K +$57.6K +895 +325%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76K +$66.6K +1,035 +796%
GRP
66
Global Retirement Partners
California
$72K -$5.21K -81 -7%
HCM
67
Highlander Capital Management
New Jersey
$62K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$55K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$54K
AIM
70
Advantage Investment Management
Iowa
$33K
EWM
71
Endurance Wealth Management
Rhode Island
$27K
BWP
72
Baldwin Wealth Partners
Massachusetts
$23K -$8.56K -133 -27%
BAM
73
Barrett Asset Management
New York
$20K
SNT
74
Security National Trust
West Virginia
$20K
Creative Planning
75
Creative Planning
Kansas
$12K +$10.8K +167 +1,392%

SDIV Hedge Fund Activity: Q2 2017 in Review

79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2017, worth a combined $165M — down 2.9% from $170M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SDIV and 4 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 33 added.

The largest buyer was Morgan Stanley, adding an estimated $5.69M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $7.17M sold.

  • 79 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2017, down from 85 in Q1 2017.
  • Funds reported $165M of Global X SuperDividend ETF stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 4 funds opened new Global X SuperDividend ETF positions in Q2 2017 and 9 closed out, a net change of -5 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2017 was Morgan Stanley, an estimated $5.69M added.
  • The largest Global X SuperDividend ETF seller in Q2 2017 was Independent Advisor Alliance, an estimated $7.17M sold.

Based on aggregated 13F filings for Q2 2017.