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Global X SuperDividend ETF

98 hedge funds and large institutions have $153M invested in Global X SuperDividend ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 5.72%5.44% (-0.28%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

4% less funds holding

Funds holding: 10298 (-4)

10% less capital invested

Capital invested by funds: $170M → $153M (-$17.3M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

60% less call options, than puts

Call options by funds: $367K | Put options by funds: $926K

Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
32
Closed
17
Calls
$367K
Puts
$926K
Net Calls
-$559K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$61K -$127K -1,979 -67%
HCM
77
Highlander Capital Management
New Jersey
$59K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$53K
GRP
79
Global Retirement Partners
California
$49K +$8.13K +127 +19%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$34K +$34.1K +533 New
AIM
81
Advantage Investment Management
Iowa
$31K
EWM
82
Endurance Wealth Management
Rhode Island
$26K
BWP
83
Baldwin Wealth Partners
Massachusetts
$22K
BAM
84
Barrett Asset Management
New York
$19K
SNT
85
Security National Trust
West Virginia
$19K
APP
86
Avantax Planning Partners
Iowa
$15K +$15.8K +246 New
BFEC
87
Benjamin F. Edwards & Company
Missouri
$12K +$12.6K +197 New
WIM
88
Westside Investment Management
California
$10.6K
ME
89
McIlrath & Eck
Washington
$9K
WDL
90
Well Done LLC
Michigan
$9K +$9.09K +142 New
FBC
91
Fairfield, Bush & Co
Connecticut
$8K +$8.52K +133 New
FWM
92
Focused Wealth Management
New York
$5K
JP Morgan Chase
93
JP Morgan Chase
New York
$5K +$64 +1 +1%
SFM
94
Signet Financial Management
New Jersey
$4K +$4.29K +67 New
AF
95
Advisornet Financial
Minnesota
$1K
SWM
96
SeaCrest Wealth Management
New York
$1K +$1.09K +17 New
SEI Investments
97
SEI Investments
Pennsylvania
$1K +$1.09K +17 New
Citadel Advisors
98
Citadel Advisors
Florida
-$4.49M -68,742 Closed
HIM
99
Hillsdale Investment Management
Ontario, Canada
-$1.01M -15,500 Closed
SG Americas Securities
100
SG Americas Securities
New York
-$646K -9,883 Closed

SDIV Hedge Fund Activity: Q1 2018 in Review

98 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2018, worth a combined $153M — down 10% from $170M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SDIV and 13 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $7.87M. The largest seller was Freedom Investment Management, cutting an estimated $4.74M.

  • 98 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2018, down from 102 in Q4 2017.
  • Funds reported $153M of Global X SuperDividend ETF stock for Q1 2018, down 10% quarter-over-quarter.
  • 13 funds opened new Global X SuperDividend ETF positions in Q1 2018 and 17 closed out, a net change of -4 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2018 was Bank of America, an estimated $7.87M added.
  • The largest Global X SuperDividend ETF seller in Q1 2018 was Freedom Investment Management, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2018.