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Global X SuperDividend ETF
SDIV

108 hedge funds and large institutions have $137M invested in Global X SuperDividend ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

57% more capital invested

Capital invested by funds: $87.7M → $137M (+$49.8M)

10% more funds holding

Funds holding: 98 → 108 (+10)

1.24% more ownership

Funds ownership: 3.3% → 4.54% (+1.2%)

66% less call options, than puts

Call options by funds: $406K | Put options by funds: $1.2M

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
43
Reduced
21
Closed
8
Calls
$406K
Puts
$1.2M
Net Calls
-$794K
Net Calls Change
-$528K

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.7M
2
CS
Credit Suisse
Switzerland
+$5.69M
3
OMC
Old Mission Capital
Illinois
+$4.64M
4
Morgan Stanley
Morgan Stanley
New York
+$3.79M
5
Wells Fargo
Wells Fargo
California
+$3.41M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$397K
2
NRI
NFP Retirement Inc
California
-$279K
3
KAS
Kestra Advisory Services
Texas
-$271K
4
CAAS
Capital Asset Advisory Services
Michigan
-$247K
5
Renaissance Technologies
Renaissance Technologies
New York
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
101
Focused Wealth Management
New York
$4K – – –
PA
102
Parallel Advisors
California
$3K – – –
SSC
103
Syverson Strege & Co
Iowa
$2K – – –
William Blair & Company
104
William Blair & Company
Illinois
$2K – – –
AWM
105
Activest Wealth Management
Florida
$1K -$213 -5 -63%
TRCT
106
Tower Research Capital (TRC)
New York
$1K – – –
WIM
107
Westside Investment Management
California
$7 – – –
Creative Planning
108
Creative Planning
Kansas
– -$397K -9,524 Closed
CAAS
109
Capital Asset Advisory Services
Michigan
– -$247K -5,914 Closed
Renaissance Technologies
110
Renaissance Technologies
New York
– -$200K -4,800 Closed
EAM
111
Evanson Asset Management
California
– -$182K -4,363 Closed
HAS
112
HBW Advisory Services
California
– -$110K -3,838 Closed
AP
113
Advisors Preferred
Maryland
– -$72K -1,724 Closed
SFS
114
Sowell Financial Services
Arkansas
– -$19K -439 Closed
WAP
115
Wealthcare Advisory Partners
Pennsylvania
– -$4K -100 Closed
1 2 3 4
5

SDIV Hedge Fund Activity: Q2 2021 in Review

108 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2021, worth a combined $137M — up 57% from $87.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SDIV positions and 8 closed out — a net gain of 10 holders — while 43 added to existing stakes and 21 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $14.7M. The largest seller was Creative Planning, exiting entirely with an estimated $397K sold.

  • 108 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2021, up from 98 in Q1 2021.
  • Funds reported $137M of Global X SuperDividend ETF stock for Q2 2021, up 57% quarter-over-quarter.
  • 18 funds opened new Global X SuperDividend ETF positions in Q2 2021 and 8 closed out, a net change of +10 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2021 was Bank of Montreal, an estimated $14.7M added.
  • The largest Global X SuperDividend ETF seller in Q2 2021 was Creative Planning, an estimated $397K sold.

Based on aggregated 13F filings for Q2 2021.