Global X SuperDividend ETF
SDIV
97 hedge funds and large institutions have $156M invested in Global X SuperDividend ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 13 closing their positions.
12% more capital invested
Capital invested by funds: $139M → $156M (+$16.9M)
0% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 30
0.15% less ownership
Funds ownership: 4.87% → 4.72% (-0.15%)
3% less funds holding
Funds holding: 100 → 97 (-3)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
35% less call options, than puts
Call options by funds: $435K | Put options by funds: $674K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.51M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.74M |
| 3 |
AAMA
Advanced Asset Management Advisors
Dublin,
Ohio
|
+$877K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$520K |
| 5 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.56M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.38M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$866K |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
-$726K |
| 5 |
Jane Street
New York
|
-$694K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
101
Apriem Advisors
Irvine,
California
| – | -$63K | -1,000 | Closed |
|
102
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$48K | -766 | Closed |
|
|
RFA
103
Reilly Financial Advisors
La Mesa,
California
| – | -$42K | -667 | Closed |
|
|
BCA
104
Bay Colony Advisors
Concord,
Massachusetts
| – | -$22K | -353 | Closed |
|
|
BAM
105
Barrett Asset Management
New York
| – | -$19K | -300 | Closed |
|
106
Simplex Trading
Chicago,
Illinois
| – | -$8.09K | -130 | -97% |
|
|
FGAM
107
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$3K | -46 | Closed |
|
108
SEI Investments
Oaks,
Pennsylvania
| – | -$2K | -30 | Closed |
|
109
Fidelity Investments
Boston,
Massachusetts
| – | +$62 | +1 | New |
|
SDIV Hedge Fund Activity: Q3 2018 in Review
97 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2018, worth a combined $156M — up 12% from $139M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of SDIV and 10 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 30 added.
The largest buyer was Bank of America, adding an estimated $2.51M. The largest seller was Morgan Stanley, cutting an estimated $2.56M.
- 97 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2018, down from 100 in Q2 2018.
- Funds reported $156M of Global X SuperDividend ETF stock for Q3 2018, up 12% quarter-over-quarter.
- 10 funds opened new Global X SuperDividend ETF positions in Q3 2018 and 13 closed out, a net change of -3 holders.
- The largest Global X SuperDividend ETF buyer in Q3 2018 was Bank of America, an estimated $2.51M added.
- The largest Global X SuperDividend ETF seller in Q3 2018 was Morgan Stanley, an estimated $2.56M sold.
Based on aggregated 13F filings for Q3 2018.