We are live on ! Find out more
SDIV icon

Global X SuperDividend ETF

91 hedge funds and large institutions have $102M invested in Global X SuperDividend ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $606K

1.4% less ownership

Funds ownership: 5.08%3.68% (-1.4%)

5% less funds holding

Funds holding: 9691 (-5)

28% less capital invested

Capital invested by funds: $142M → $102M (-$40M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

44% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 39

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
39
Closed
13
Calls
$1.04M
Puts
$606K
Net Calls
+$438K
Net Calls Change
+$310K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
76
Baldwin Wealth Partners
Massachusetts
$17K
CFN
77
Cordasco Financial Network
Florida
$17K
JFA
78
JNBA Financial Advisors
Minnesota
$17K +$16.7K +331 New
1IA
79
1834 Investment Advisors
Wisconsin
$17K +$16.8K +333 New
William Blair & Company
80
William Blair & Company
Illinois
$16K
SNT
81
Security National Trust
West Virginia
$15K
FHA
82
Flagship Harbor Advisors
Massachusetts
$10K +$8.71K +173 +665%
RIA
83
Realta Investment Advisors
Delaware
$7K -$8.41K -167 -56%
HI
84
Hudock Inc
Pennsylvania
$5K
FWM
85
Focused Wealth Management
New York
$4K
VFA
86
Valeo Financial Advisors
Indiana
$4K +$4.23K +84 New
AA
87
Advisory Alpha
Michigan
$3.16K +$3.22K +64 New
GEA
88
Glen Eagle Advisors
New Jersey
$1.7K +$1.66K +33 New
BFEC
89
Benjamin F. Edwards & Company
Missouri
$1K -$13.2K -263 -91%
AF
90
Advisornet Financial
Minnesota
$1K
SWA
91
Sutton Wealth Advisors
Florida
$933
FIM
92
Freedom Investment Management
Connecticut
-$11.5M -223,081 Closed
SCA
93
Sage Capital Advisors
South Dakota
-$1.36M -26,293 Closed
PTC
94
Private Trust Company
Ohio
-$299K -5,799 Closed
NGA
95
Naples Global Advisors
Florida
-$276K -5,351 Closed
RIA
96
Regal Investment Advisors
Michigan
-$264K -5,112 Closed
CWA
97
Clarus Wealth Advisors
Arizona
-$162K -3,137 Closed
BAM
98
Belpointe Asset Management
Nevada
-$179K -2,634 Closed
Fidelity Investments
99
Fidelity Investments
Massachusetts
-$45.2K -897 Closed
NC
100
NewSquare Capital
Pennsylvania
-$9K -184 Closed

SDIV Hedge Fund Activity: Q3 2019 in Review

91 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2019, worth a combined $102M — down 28% from $142M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDIV and 9 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 22 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.8M. The largest seller was Bank of America, cutting an estimated $16.2M.

  • 91 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2019, down from 96 in Q2 2019.
  • Funds reported $102M of Global X SuperDividend ETF stock for Q3 2019, down 28% quarter-over-quarter.
  • 9 funds opened new Global X SuperDividend ETF positions in Q3 2019 and 13 closed out, a net change of -4 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2019 was Cambridge Investment Research Advisors, an estimated $3.8M added.
  • The largest Global X SuperDividend ETF seller in Q3 2019 was Bank of America, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2019.