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Global X SuperDividend ETF

85 hedge funds and large institutions have $170M invested in Global X SuperDividend ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $482K

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $157M → $170M (+$13.3M)

0% more ownership

Funds ownership: 6.48%6.49% (+0%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 8685 (-1)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
24
Closed
15
Calls
$2.24M
Puts
$482K
Net Calls
+$1.75M
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Endurance Wealth Management
Rhode Island
$27K
BAM
77
Barrett Asset Management
New York
$19K
SNT
78
Security National Trust
West Virginia
$19K
SPIA
79
Steward Partners Investment Advisory
New York
$17K +$6.9K +108 +65%
WIM
80
Westside Investment Management
California
$11K +$11.1K +174 New
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$2.68K +42 +48%
FWM
82
Focused Wealth Management
New York
$5K
Creative Planning
83
Creative Planning
Kansas
$1K
SWA
84
Sutton Wealth Advisors
Florida
$772 +$766 +12 New
JCM
85
Janney Capital Management
Pennsylvania
-$5.88M -94,111 Closed
Citadel Advisors
86
Citadel Advisors
Florida
-$3.58M -57,312 Closed
VKH
87
Virtu KCG Holdings
New York
-$2.17M -34,740 Closed
Goldman Sachs
88
Goldman Sachs
New York
-$741K -11,866 Closed
MIP
89
Marietta Investment Partners
Wisconsin
-$296K -4,733 Closed
LFAS
90
Level Four Advisory Services
Texas
-$205K -3,284 Closed
CCM
91
Canal Capital Management
Virginia
-$219K -2,948 Closed
AA
92
Ancora Advisors
Ohio
-$73K -1,177 Closed
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
-$84K -1,137 Closed
HR
94
Howe & Rusling
New York
-$23K -370 Closed
AC
95
Alexandria Capital
Virginia
-$21K -342 Closed
MBT
96
Montecito Bank & Trust
California
-$10K -167 Closed
BlackRock
97
BlackRock
New York
-$1.09K -17 -77%
AssetMark Inc
98
AssetMark Inc
California
-$1K -14 Closed
PVH
99
Psagot Value Holdings
Israel
-$1K -13 Closed

SDIV Hedge Fund Activity: Q1 2017 in Review

85 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2017, worth a combined $170M — up 8.5% from $157M a quarter earlier.

Fund positioning in SDIV was balanced in Q1 2017: 15 funds opened new positions, 15 closed out, 32 added to existing stakes and 24 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $7.22M. The largest seller was Janney Capital Management, exiting entirely with an estimated $5.88M sold.

  • 85 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2017, down from 86 in Q4 2016.
  • Funds reported $170M of Global X SuperDividend ETF stock for Q1 2017, up 8.5% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend ETF positions in Q1 2017 and 15 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2017 was Independent Advisor Alliance, an estimated $7.22M added.
  • The largest Global X SuperDividend ETF seller in Q1 2017 was Janney Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q1 2017.