Global X SuperDividend ETF
SDIV
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.
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: 102 → 98 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.87M |
| 2 |
Morgan Stanley
New York
|
+$1.79M |
| 3 |
Jane Street
New York
|
+$828K |
| 4 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$776K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$684K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$4.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.49M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.5M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.46M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
101
Virtu Financial
New York
| – | -$413K | -6,321 | Closed |
|
|
AI
102
Atria Investments
Charlotte,
North Carolina
| – | -$373K | -5,710 | Closed |
|
|
TSS
103
Two Sigma Securities
New York
| – | -$371K | -5,677 | Closed |
|
|
AWS
104
AJ Wealth Strategies
New York
| – | -$256K | -3,921 | Closed |
|
105
Renaissance Technologies
New York
| – | -$250K | -3,833 | Closed |
|
106
Wolverine Trading
Chicago,
Illinois
| – | -$236K | -3,680 | Closed |
|
|
CWA
107
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$215K | -3,294 | Closed |
|
|
VCWA
108
Vanguard Capital Wealth Advisors
Denver,
Colorado
| – | -$204K | -3,119 | Closed |
|
|
RFC
109
Regions Financial Corp
Birmingham,
Alabama
| – | -$23K | -353 | Closed |
|
|
LWA
110
Lenox Wealth Advisors
New York
| – | -$19K | -283 | Closed |
|
|
CA
111
Calton & Associates
Tampa,
Florida
| – | -$13K | -197 | Closed |
|
112
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$12K | -179 | Closed |
|
|
RFM
113
Royal Fund Management
Lady Lake,
Florida
| – | -$8K | -123 | Closed |
|
|
VIA
114
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$3K | -39 | 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.