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Global X SuperDividend ETF
SDIV

85 hedge funds and large institutions have $187M invested in Global X SuperDividend ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

14% more call options, than puts

Call options by funds: $333K | Put options by funds: $293K

13% more capital invested

Capital invested by funds: $165M → $187M (+$21.7M)

8% more funds holding

Funds holding: 79 → 85 (+6)

0.32% more ownership

Funds ownership: 5.91% → 6.23% (+0.32%)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% 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
30
Reduced
21
Closed
7
Calls
$333K
Puts
$293K
Net Calls
+$40K
Net Calls Change
+$372K

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$19.3M
2
GI
Glovista Investments
New Jersey
+$4.32M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.71M
4
Bank of America
Bank of America
North Carolina
+$1.7M
5
Morgan Stanley
Morgan Stanley
New York
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10.6M
2
Jane Street
Jane Street
New York
-$3.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.13M
4
LPL Financial
LPL Financial
California
-$1.07M
5
FTUS
Flow Traders U.S.
New York
-$945K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$332K +$328K +5,030 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$315K +$7.24K +111 +2%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$290K -$12.7K -194 -4%
BTS
54
BB&T Securities
Virginia
$285K +$282K +4,323 New
FAAS
55
First Allied Advisory Services
California
$277K -$12K -184 -4%
PTC
56
Private Trust Company
Ohio
$269K – – –
SPC
57
Sigma Planning Corp
Michigan
$258K +$254K +3,899 New
AWS
58
AJ Wealth Strategies
New York
$255K +$4.11K +63 +2%
TCM
59
Traynor Capital Management
Pennsylvania
$253K +$13.3K +204 +6%
TSS
60
Two Sigma Securities
New York
$243K +$240K +3,675 New
FANJ
61
Financial Architects (New Jersey)
New Jersey
$240K -$15.2K -233 -6%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$239K +$44.3K +679 +23%
SCM
63
Shelton Capital Management
Colorado
$238K – – –
AFP
64
Ausdal Financial Partners
Iowa
$226K – – –
LWAC
65
Laurel Wealth Advisors (California)
California
$224K – – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$214K +$50.2K +770 +31%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$200K – – –
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196K +$117K +1,797 +154%
ASN
69
Advisory Services Network
Georgia
$195K +$4.89K +75 +3%
GWM
70
Geneos Wealth Management
Colorado
$109K -$22.7K -348 -17%
BSAM
71
Blue Sky Asset Management
Colorado
$95K -$192K -2,946 -67%
SPIA
72
Steward Partners Investment Advisory
New York
$77K – – –
HCM
73
Highlander Capital Management
New Jersey
$63K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$56K – – –
GRP
75
Global Retirement Partners
California
$55K -$17.3K -265 -24%
1 2
3
4

SDIV Hedge Fund Activity: Q3 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2017, worth a combined $187M — up 13% from $165M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SDIV positions and 7 closed out — a net gain of 8 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $19.3M. The largest seller was Wells Fargo, cutting an estimated $10.6M.

  • 85 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2017, up from 79 in Q2 2017.
  • Funds reported $187M of Global X SuperDividend ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend ETF positions in Q3 2017 and 7 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2017 was Horizon Investments, an estimated $19.3M added.
  • The largest Global X SuperDividend ETF seller in Q3 2017 was Wells Fargo, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2017.