Global X SuperDividend ETF
SDIV
79 hedge funds and large institutions have $165M invested in Global X SuperDividend ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 22
0.58% less ownership
Funds ownership: 6.49% → 5.91% (-0.58%)
3% less capital invested
Capital invested by funds: $170M → $165M (-$4.93M)
7% less funds holding
Funds holding: 85 → 79 (-6)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $332K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.69M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.14M |
| 3 |
Jane Street
New York
|
+$983K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$879K |
| 5 |
LPL Financial
San Diego,
California
|
+$819K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$7.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.52M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.81M |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$1.41M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$919K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
76
Westside Investment Management
Santa Monica,
California
| $11.2K | – | – | – |
|
|
FWM
77
Focused Wealth Management
Newburgh,
New York
| $5K | – | – | – |
|
|
SWA
78
Sutton Wealth Advisors
Tampa,
Florida
| $780 | – | – | – |
|
|
IAA
79
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$7.17M | -113,039 | Closed |
|
|
CWM
80
Concert Wealth Management
San Jose,
California
| – | -$1.41M | -22,716 | Closed |
|
|
AI
81
Atria Investments
Charlotte,
North Carolina
| – | -$448K | -6,967 | Closed |
|
|
CA
82
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| – | -$286K | -4,451 | Closed |
|
83
Simplex Trading
Chicago,
Illinois
| – | -$269K | -4,190 | Closed |
|
84
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$269K | -4,177 | Closed |
|
|
OMC
85
Old Mission Capital
Chicago,
Illinois
| – | -$252K | -3,913 | Closed |
|
|
CG
86
Cutler Group
San Francisco,
California
| – | -$152K | -2,367 | Closed |
|
|
AA
87
Apriem Advisors
Irvine,
California
| – | -$43K | -667 | Closed |
|
SDIV Hedge Fund Activity: Q2 2017 in Review
79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2017, worth a combined $165M — down 2.9% from $170M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SDIV and 4 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 33 added.
The largest buyer was Morgan Stanley, adding an estimated $5.69M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $7.17M sold.
- 79 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2017, down from 85 in Q1 2017.
- Funds reported $165M of Global X SuperDividend ETF stock for Q2 2017, down 2.9% quarter-over-quarter.
- 4 funds opened new Global X SuperDividend ETF positions in Q2 2017 and 9 closed out, a net change of -5 holders.
- The largest Global X SuperDividend ETF buyer in Q2 2017 was Morgan Stanley, an estimated $5.69M added.
- The largest Global X SuperDividend ETF seller in Q2 2017 was Independent Advisor Alliance, an estimated $7.17M sold.
Based on aggregated 13F filings for Q2 2017.