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Global X SuperDividend ETF
SDIV

85 hedge funds and large institutions have $187M invested in Global X SuperDividend ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

14% more call options, than puts

Call options by funds: $333K | Put options by funds: $293K

13% more capital invested

Capital invested by funds: $165M → $187M (+$21.7M)

8% more funds holding

Funds holding: 79 → 85 (+6)

0.32% more ownership

Funds ownership: 5.91% → 6.23% (+0.32%)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% 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
30
Reduced
21
Closed
7
Calls
$333K
Puts
$293K
Net Calls
+$40K
Net Calls Change
+$372K

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$19.3M
2
GI
Glovista Investments
New Jersey
+$4.32M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.71M
4
Bank of America
Bank of America
North Carolina
+$1.7M
5
Morgan Stanley
Morgan Stanley
New York
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10.6M
2
Jane Street
Jane Street
New York
-$3.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.13M
4
LPL Financial
LPL Financial
California
-$1.07M
5
FTUS
Flow Traders U.S.
New York
-$945K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Anchor Investment Management
South Carolina
$46.7K +$46.1K +707 New
AIM
77
Advantage Investment Management
Iowa
$33K – – –
EWM
78
Endurance Wealth Management
Rhode Island
$28K – – –
BWP
79
Baldwin Wealth Partners
Massachusetts
$24K – – –
BAM
80
Barrett Asset Management
New York
$20K – – –
SNT
81
Security National Trust
West Virginia
$20K – – –
WIM
82
Westside Investment Management
California
$11.5K – – –
CP
83
Corbenic Partners
Pennsylvania
$7K +$7.24K +111 New
FWM
84
Focused Wealth Management
New York
$6K – – –
Jane Street
85
Jane Street
New York
– -$3.5M -53,851 Closed
FTUS
86
Flow Traders U.S.
New York
– -$945K -14,534 Closed
DADC
87
D.A. Davidson & Co
Montana
– -$118K -1,829 Closed
GI
88
Gradient Investments
Minnesota
– -$97K -1,486 Closed
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
– -$54K -826 Closed
Creative Planning
90
Creative Planning
Kansas
– -$12K -179 Closed
SWA
91
Sutton Wealth Advisors
Florida
– -$780 -12 Closed
1 2 3
4

SDIV Hedge Fund Activity: Q3 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2017, worth a combined $187M — up 13% from $165M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SDIV positions and 7 closed out — a net gain of 8 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $19.3M. The largest seller was Wells Fargo, cutting an estimated $10.6M.

  • 85 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2017, up from 79 in Q2 2017.
  • Funds reported $187M of Global X SuperDividend ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend ETF positions in Q3 2017 and 7 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2017 was Horizon Investments, an estimated $19.3M added.
  • The largest Global X SuperDividend ETF seller in Q3 2017 was Wells Fargo, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2017.