Global X SuperDividend ETF
SDIV
71 hedge funds and large institutions have $160M invested in Global X SuperDividend ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 14 closing their positions.
0.31% less ownership
Funds ownership: 7.04% → 6.73% (-0.31%)
4% less funds holding
Funds holding: 74 → 71 (-3)
10% less capital invested
Capital invested by funds: $178M → $160M (-$17.4M)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
38% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 32
94% less call options, than puts
Call options by funds: $16K | Put options by funds: $271K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$7.14M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.44M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.58M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.67M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$942K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$11.3M |
| 2 |
Morgan Stanley
New York
|
-$9.11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.41M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.06M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
76
Gupta Wealth Management
San Diego,
California
| – | -$123K | -2,090 | Closed |
|
|
RIA
77
Regal Investment Advisors
Kentwood,
Michigan
| – | -$84K | -1,433 | Closed |
|
|
CLOS
78
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$21K | -357 | Closed |
|
|
DLHL
79
Donald L. Hagan LLC
Sarasota,
Florida
| – | -$16K | -267 | Closed |
|
|
TWA
80
TCI Wealth Advisors
Tucson,
Arizona
| – | -$12K | -208 | Closed |
|
|
UFA
81
US Financial Advisors
Braintree,
Massachusetts
| – | -$14K | -200 | Closed |
|
|
CFS
82
Commonwealth Financial Services
Vienna,
West Virginia
| – | -$9K | -156 | Closed |
|
|
HI
83
Hudock Inc
Williamsport,
Pennsylvania
| – | -$3K | -67 | Closed |
|
|
RPG
84
Risk Paradigm Group
Austin,
Texas
| – | -$1.97K | -33 | Closed |
|
85
BlackRock
New York
| – | +$303 | +5 | New |
|
SDIV Hedge Fund Activity: Q4 2015 in Review
71 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2015, worth a combined $160M — down 9.8% from $178M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of SDIV and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 20 added.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $7.14M. The largest seller was Gradient Investments, cutting an estimated $11.3M.
- 71 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2015, down from 74 in Q3 2015.
- Funds reported $160M of Global X SuperDividend ETF stock for Q4 2015, down 9.8% quarter-over-quarter.
- 11 funds opened new Global X SuperDividend ETF positions in Q4 2015 and 14 closed out, a net change of -3 holders.
- The largest Global X SuperDividend ETF buyer in Q4 2015 was Freedom Investment Management, an estimated $7.14M added.
- The largest Global X SuperDividend ETF seller in Q4 2015 was Gradient Investments, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2015.