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Global X SuperDividend ETF

65 hedge funds and large institutions have $176M invested in Global X SuperDividend ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 6265 (+3)

0.7% less ownership

Funds ownership: 7.36%6.66% (-0.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

77% less capital invested

Capital invested by funds: $776M → $176M (-$600M)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
29
Reduced
16
Closed
6
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.3M -$865K -12,236 -2%
Wells Fargo
2
Wells Fargo
California
$14.7M +$718K +10,159 +5%
U
3
UBS
Switzerland
$14.4M -$2.02M -28,548 -13%
Bank of America
4
Bank of America
North Carolina
$14.2M -$3.57M -50,563 -21%
GI
5
Gradient Investments
Minnesota
$11.6M +$2.19M +31,012 +25%
JCM
6
Janney Capital Management
Pennsylvania
$6.6M +$438K +6,204 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.12M -$13.1M -184,672 -69%
LPL Financial
8
LPL Financial
California
$5.37M -$210K -2,978 -4%
FANJ
9
Financial Architects (New Jersey)
New Jersey
$4.73M -$2.05M -29,072 -31%
RJA
10
Raymond James & Associates
Florida
$3.39M +$516K +7,300 +19%
BTS
11
BB&T Securities
Virginia
$3.1M -$105K -1,491 -26%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.08M +$718K +10,166 +32%
CWM
13
Cabot Wealth Management
Massachusetts
$2.96M +$1.66M +23,520 +141%
DADC
14
D.A. Davidson & Co
Montana
$2.6M +$1.43M +20,270 +135%
OA
15
Oxbow Advisors
Texas
$2.48M +$28.3K +400 +1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.4M +$559K +7,911 +32%
SMM
17
Stadion Money Management
Georgia
$2.17M +$2.08M +29,408 New
Nomura Holdings
18
Nomura Holdings
Japan
$2.07M -$187K -2,647 -9%
Citigroup
19
Citigroup
New York
$2.04M +$625K +8,841 +47%
MCM
20
Maryland Capital Management
Maryland
$2M +$485K +6,866 +34%
PFS
21
Prospera Financial Services
Texas
$1.94M -$475K -6,718 -20%
NPC
22
National Planning Corporation
California
$1.85M +$679K +9,609 +62%
LI
23
LVZ Inc
Michigan
$1.85M +$34.3K +486 +2%
BWP
24
Baldwin Wealth Partners
Massachusetts
$1.79M -$552K -7,814 -24%
CFA
25
Cahill Financial Advisors
Minnesota
$1.67M +$4.59K +65 +0.3%

SDIV Hedge Fund Activity: Q1 2014 in Review

65 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2014, worth a combined $176M — down 77% from $776M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SDIV positions and 6 closed out — a net gain of 4 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Gradient Investments, adding an estimated $2.19M. The largest seller was Royal Bank of Canada, cutting an estimated $13.1M.

  • 65 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2014, up from 62 in Q4 2013.
  • Funds reported $176M of Global X SuperDividend ETF stock for Q1 2014, down 77% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend ETF positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2014 was Gradient Investments, an estimated $2.19M added.
  • The largest Global X SuperDividend ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2014.