Global X SuperDividend ETF
SDIV
83 hedge funds and large institutions have $253M invested in Global X SuperDividend ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
6% more capital invested
Capital invested by funds: $238M → $253M (+$14.9M)
0.05% more ownership
Funds ownership: 7.33% → 7.39% (+0.05%)
0% more funds holding
Funds holding: 83 → 83 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 33
29% less call options, than puts
Call options by funds: $257K | Put options by funds: $363K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$5.41M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.67M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.82M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.81M |
| 5 |
Morgan Stanley
New York
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.18M |
| 2 |
Goldman Sachs
New York
|
-$1.57M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.48M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$985K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$795K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SNT
76
Security National Trust
Wheeling,
West Virginia
| $21K | – | – | – |
|
|
BFEC
77
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $14K | -$418 | -6 | -3% |
|
78
Bank of Montreal
Toronto,
Ontario, Canada
| $14K | – | – | – |
|
|
RIA
79
Regal Investment Advisors
Kentwood,
Michigan
| $13K | +$9.07K | +130 | +228% |
|
|
BAM
80
Bruderman Asset Management
Locust Valley,
New York
| $12K | +$11.6K | +167 | New |
|
|
CFS
81
Commonwealth Financial Services
Vienna,
West Virginia
| $11K | – | – | – |
|
|
UFA
82
US Financial Advisors
Braintree,
Massachusetts
| $9K | – | – | – |
|
|
TWA
83
TCI Wealth Advisors
Tucson,
Arizona
| $2K | – | – | – |
|
|
FTUS
84
Flow Traders U.S.
New York
| – | -$630K | -9,104 | Closed |
|
85
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$167K | -2,425 | Closed |
|
|
BBHC
86
Brown Brothers Harriman & Co
New York
| – | -$46K | -667 | Closed |
|
|
M
87
MOTCO
San Antonio,
Texas
| – | -$18K | -259 | Closed |
|
|
SFWA
88
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| – | -$12K | -167 | Closed |
|
SDIV Hedge Fund Activity: Q1 2015 in Review
83 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2015, worth a combined $253M — up 6.3% from $238M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SDIV positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 33 trimmed.
The largest buyer was Managed Account Advisors, opening a new position worth an estimated $5.41M. The largest seller was UBS Group, cutting an estimated $2.18M.
- 83 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $253M of Global X SuperDividend ETF stock for Q1 2015, up 6.3% quarter-over-quarter.
- 8 funds opened new Global X SuperDividend ETF positions in Q1 2015 and 5 closed out, a net change of +3 holders.
- The largest Global X SuperDividend ETF buyer in Q1 2015 was Managed Account Advisors, an estimated $5.41M added.
- The largest Global X SuperDividend ETF seller in Q1 2015 was UBS Group, an estimated $2.18M sold.
Based on aggregated 13F filings for Q1 2015.