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Global X SuperDividend ETF
SDIV

77 hedge funds and large institutions have $226M invested in Global X SuperDividend ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 7.39% → 7.34% (-0.05%)

7% less funds holding

Funds holding: 83 → 77 (-6)

11% less capital invested

Capital invested by funds: $253M → $226M (-$26.7M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

63% less call options, than puts

Call options by funds: $332K | Put options by funds: $895K

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
33
Reduced
22
Closed
12
Calls
$332K
Puts
$895K
Net Calls
-$563K
Net Calls Change
-$457K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$8.78M
2
Morgan Stanley
Morgan Stanley
New York
+$3.5M
3
GI
Gradient Investments
Minnesota
+$2.04M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.39M
5
Jane Street
Jane Street
New York
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
JCM
Janney Capital Management
Pennsylvania
-$8.16M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.62M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.49M
4
RJA
Raymond James & Associates
Florida
-$1.45M
5
SCM
Silver Capital Management
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
76
Commonwealth Financial Services
West Virginia
$10K – – –
HNB
77
Huntington National Bank
Ohio
$9K – – –
RPG
78
Risk Paradigm Group
Texas
$2.21K -$21.5K -307 -90%
JCM
79
Janney Capital Management
Pennsylvania
– -$8.16M -117,545 Closed
SCM
80
Silver Capital Management
New York
– -$1.18M -17,000 Closed
OMC
81
Old Mission Capital
Illinois
– -$321K -4,618 Closed
Citadel Advisors
82
Citadel Advisors
Florida
– -$304K -4,380 Closed
NPC
83
National Planning Corporation
California
– -$251K -3,532 Closed
SPC
84
Sigma Planning Corp
Michigan
– -$208K -3,003 Closed
WT
85
Whittier Trust
California
– -$98K -1,745 Closed
ASN
86
Advisory Services Network
Georgia
– -$62K -878 Closed
Creative Planning
87
Creative Planning
Kansas
– -$46K -669 Closed
RIA
88
Regal Investment Advisors
Michigan
– -$13K -187 Closed
UFA
89
US Financial Advisors
Massachusetts
– -$9.31K -133 Closed
TWA
90
TCI Wealth Advisors
Arizona
– -$2K -34 Closed
1 2 3
4

SDIV Hedge Fund Activity: Q2 2015 in Review

77 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2015, worth a combined $226M — down 11% from $253M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SDIV and 7 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $8.78M. The largest seller was Janney Capital Management, exiting entirely with an estimated $8.16M sold.

  • 77 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2015, down from 83 in Q1 2015.
  • Funds reported $226M of Global X SuperDividend ETF stock for Q2 2015, down 11% quarter-over-quarter.
  • 7 funds opened new Global X SuperDividend ETF positions in Q2 2015 and 12 closed out, a net change of -5 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2015 was Wells Fargo, an estimated $8.78M added.
  • The largest Global X SuperDividend ETF seller in Q2 2015 was Janney Capital Management, an estimated $8.16M sold.

Based on aggregated 13F filings for Q2 2015.