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Global X SuperDividend ETF

98 hedge funds and large institutions have $153M invested in Global X SuperDividend ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 5.72%5.44% (-0.28%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

4% less funds holding

Funds holding: 10298 (-4)

10% less capital invested

Capital invested by funds: $170M → $153M (-$17.3M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

60% less call options, than puts

Call options by funds: $367K | Put options by funds: $926K

Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
32
Closed
17
Calls
$367K
Puts
$926K
Net Calls
-$559K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
51
First City Capital Management
Georgia
$305K -$7.88K -123 -2%
CAL
52
Capital Advisors Ltd
Ohio
$303K -$18.1K -282 -5%
FAAS
53
First Allied Advisory Services
California
$299K +$44.8K +700 +17%
TCM
54
Traynor Capital Management
Pennsylvania
$279K +$48.9K +764 +20%
GFPC
55
Global Financial Private Capital
Florida
$263K -$48.4K -756 -15%
SPC
56
Sigma Planning Corp
Michigan
$256K +$1.41K +22 +0.5%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$256K +$20.4K +318 +8%
PTC
58
Private Trust Company
Ohio
$253K
MC
59
Moors & Cabot
Massachusetts
$251K +$258K +4,033 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$243K -$25.2K -394 -9%
LWAC
61
Laurel Wealth Advisors (California)
California
$242K
SCM
62
Shelton Capital Management
Colorado
$224K
MRC
63
Millburn Ridgefield Corp
New York
$216K -$169K -2,638 -43%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$215K -$68.3K -1,067 -24%
AFP
65
Ausdal Financial Partners
Iowa
$212K
BTS
66
BB&T Securities
Virginia
$206K -$81.6K -1,275 -28%
FANJ
67
Financial Architects (New Jersey)
New Jersey
$205K -$21.3K -333 -9%
JIC
68
Johnson Investment Counsel
Ohio
$205K -$9.41K -147 -4%
SPIA
69
Steward Partners Investment Advisory
New York
$170K +$53K +828 +43%
ASN
70
Advisory Services Network
Georgia
$168K -$15.5K -242 -8%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168K -$20.9K -327 -11%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$138K +$576 +9 +0.4%
APA
73
American Portfolios Advisors
New York
$107K
GI
74
Gradient Investments
Minnesota
$78K -$24.7K -386 -24%
GWM
75
Geneos Wealth Management
Colorado
$76K

SDIV Hedge Fund Activity: Q1 2018 in Review

98 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2018, worth a combined $153M — down 10% from $170M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SDIV and 13 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $7.87M. The largest seller was Freedom Investment Management, cutting an estimated $4.74M.

  • 98 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2018, down from 102 in Q4 2017.
  • Funds reported $153M of Global X SuperDividend ETF stock for Q1 2018, down 10% quarter-over-quarter.
  • 13 funds opened new Global X SuperDividend ETF positions in Q1 2018 and 17 closed out, a net change of -4 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2018 was Bank of America, an estimated $7.87M added.
  • The largest Global X SuperDividend ETF seller in Q1 2018 was Freedom Investment Management, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2018.