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Global X SuperDividend ETF

97 hedge funds and large institutions have $156M invested in Global X SuperDividend ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $139M → $156M (+$16.9M)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.15% less ownership

Funds ownership: 4.87%4.72% (-0.15%)

3% less funds holding

Funds holding: 10097 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

35% less call options, than puts

Call options by funds: $435K | Put options by funds: $674K

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
30
Closed
13
Calls
$435K
Puts
$674K
Net Calls
-$239K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$303K +$18.8K +303 +7%
AIP
52
Ahrens Investment Partners
Louisiana
$292K -$95.4K -1,533 -24%
CWM
53
Cornerstone Wealth Management
Missouri
$278K +$127K +2,040 New
SPC
54
Sigma Planning Corp
Michigan
$268K +$12.1K +194 +5%
LWAC
55
Laurel Wealth Advisors (California)
California
$238K
CAL
56
Capital Advisors Ltd
Ohio
$218K -$27.6K -443 -11%
NGA
57
Naples Global Advisors
Florida
$218K -$4.17K -67 -2%
AFP
58
Ausdal Financial Partners
Iowa
$218K
MC
59
Moors & Cabot
Massachusetts
$214K -$35.1K -565 -14%
BTS
60
BB&T Securities
Virginia
$207K +$10.9K +176 +5%
FANJ
61
Financial Architects (New Jersey)
New Jersey
$190K
CFA
62
Carroll Financial Associates
North Carolina
$154K +$58.6K +942 +59%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K -$22.8K -366 -15%
ASN
64
Advisory Services Network
Georgia
$120K -$17.2K -277 -12%
CWA
65
Clarus Wealth Advisors
Arizona
$119K -$20.3K -326 -14%
APA
66
American Portfolios Advisors
New York
$105K
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$78K +$79.2K +1,273 New
GI
68
Gradient Investments
Minnesota
$75K +$62 +1 +0.1%
GWM
69
Geneos Wealth Management
Colorado
$74K
AA
70
Ancora Advisors
Ohio
$72K +$73.2K +1,177 New
CFN
71
Cordasco Financial Network
Florida
$62K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$61K
HCM
73
Highlander Capital Management
New Jersey
$59K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$52K -$26.2K -421 -33%
GRP
75
Global Retirement Partners
California
$51K

SDIV Hedge Fund Activity: Q3 2018 in Review

97 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2018, worth a combined $156M — up 12% from $139M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDIV and 10 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Bank of America, adding an estimated $2.51M. The largest seller was Morgan Stanley, cutting an estimated $2.56M.

  • 97 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2018, down from 100 in Q2 2018.
  • Funds reported $156M of Global X SuperDividend ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend ETF positions in Q3 2018 and 13 closed out, a net change of -3 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2018 was Bank of America, an estimated $2.51M added.
  • The largest Global X SuperDividend ETF seller in Q3 2018 was Morgan Stanley, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2018.