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Global X SuperDividend ETF

102 hedge funds and large institutions have $170M invested in Global X SuperDividend ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

20% more funds holding

Funds holding: 85102 (+17)

0.52% less ownership

Funds ownership: 6.23%5.72% (-0.52%)

9% less capital invested

Capital invested by funds: $187M → $170M (-$16.8M)

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

61% less call options, than puts

Call options by funds: $237K | Put options by funds: $601K

Holders
102
Holders Change
+17
Holders Change %
+20%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
26
Reduced
32
Closed
7
Calls
$237K
Puts
$601K
Net Calls
-$364K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$193K -$195 -3 -0.1%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$145K +$144K +2,216 New
SPIA
78
Steward Partners Investment Advisory
New York
$125K +$48.4K +746 +64%
APA
79
American Portfolios Advisors
New York
$112K +$111K +1,715 New
GI
80
Gradient Investments
Minnesota
$107K +$106K +1,638 New
GWM
81
Geneos Wealth Management
Colorado
$79K -$28.4K -437 -26%
HCM
82
Highlander Capital Management
New Jersey
$62K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$56K
AIM
84
Anchor Investment Management
South Carolina
$46.2K
GRP
85
Global Retirement Partners
California
$43K -$11K -170 -20%
AIM
86
Advantage Investment Management
Iowa
$33K
EWM
87
Endurance Wealth Management
Rhode Island
$27K
BWP
88
Baldwin Wealth Partners
Massachusetts
$23K
RFC
89
Regions Financial Corp
Alabama
$23K +$22.9K +353 New
BAM
90
Barrett Asset Management
New York
$20K
SNT
91
Security National Trust
West Virginia
$20K
LWA
92
Lenox Wealth Advisors
New York
$19K +$18.4K +283 New
CA
93
Calton & Associates
Florida
$13K +$12.8K +197 New
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$12K +$11.6K +179 New
WIM
95
Westside Investment Management
California
$11.5K
ME
96
McIlrath & Eck
Washington
$10K +$9.74K +150 New
RFM
97
Royal Fund Management
Florida
$8K +$7.99K +123 New
FWM
98
Focused Wealth Management
New York
$5K
JP Morgan Chase
99
JP Morgan Chase
New York
$5K +$5.39K +83 New
VIA
100
Vantage Investment Advisors
Pennsylvania
$3K +$2.53K +39 New

SDIV Hedge Fund Activity: Q4 2017 in Review

102 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2017, worth a combined $170M — down 9% from $187M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SDIV positions and 7 closed out — a net gain of 17 holders — while 26 added to existing stakes and 32 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $10.5M. The largest seller was Horizon Investments, exiting entirely with an estimated $18.7M sold.

  • 102 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2017, up from 85 in Q3 2017.
  • Funds reported $170M of Global X SuperDividend ETF stock for Q4 2017, down 9% quarter-over-quarter.
  • 24 funds opened new Global X SuperDividend ETF positions in Q4 2017 and 7 closed out, a net change of +17 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2017 was Freedom Investment Management, an estimated $10.5M added.
  • The largest Global X SuperDividend ETF seller in Q4 2017 was Horizon Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2017.