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Global X SuperDividend ETF

74 hedge funds and large institutions have $238M invested in Global X SuperDividend ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

175% more call options, than puts

Call options by funds: $826K | Put options by funds: $300K

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

35% more capital invested

Capital invested by funds: $176M → $238M (+$61.5M)

14% more funds holding

Funds holding: 6574 (+9)

0.43% more ownership

Funds ownership: 6.66%7.09% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
19
Closed
5
Calls
$826K
Puts
$300K
Net Calls
+$526K
Net Calls Change
+$435K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62.4M +$14.8M +196,245 +33%
Wells Fargo
2
Wells Fargo
California
$23.3M +$7.38M +97,486 +49%
Bank of America
3
Bank of America
North Carolina
$21.6M +$6.27M +82,833 +43%
U
4
UBS
Switzerland
$16.9M +$1.5M +19,871 +10%
GI
5
Gradient Investments
Minnesota
$14.3M +$1.96M +25,857 +16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.9M +$4.3M +56,773 +68%
JCM
7
Janney Capital Management
Pennsylvania
$7.56M +$535K +7,068 +8%
LPL Financial
8
LPL Financial
California
$6.94M +$1.2M +15,808 +22%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$5.23M +$1.9M +25,066 +60%
FANJ
10
Financial Architects (New Jersey)
New Jersey
$4.99M -$33.6K -444 -0.7%
RJA
11
Raymond James & Associates
Florida
$3.83M +$219K +2,899 +6%
BTS
12
BB&T Securities
Virginia
$3.44M +$14.2K +187 +4%
CWM
13
Cabot Wealth Management
Massachusetts
$3.03M -$106K -1,405 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.89M +$331K +4,375 +13%
MCM
15
Maryland Capital Management
Maryland
$2.84M +$696K +9,195 +34%
DADC
16
D.A. Davidson & Co
Montana
$2.76M -$1.29K -17 -0%
OA
17
Oxbow Advisors
Texas
$2.63M
Citigroup
18
Citigroup
New York
$2.6M +$417K +5,517 +20%
PFS
19
Prospera Financial Services
Texas
$2.53M +$464K +6,126 +23%
AIG
20
American International Group
New York
$2.17M +$716K +9,462 +52%
Nomura Holdings
21
Nomura Holdings
Japan
$2.16M -$39K -516 -2%
Stifel Financial
22
Stifel Financial
Missouri
$2.1M +$2.03M +26,794 New
NPC
23
National Planning Corporation
California
$2.08M +$101K +1,339 +5%
CFA
24
Cahill Financial Advisors
Minnesota
$2.01M +$232K +3,060 +14%
BWP
25
Baldwin Wealth Partners
Massachusetts
$1.81M -$80.7K -1,066 -4%

SDIV Hedge Fund Activity: Q2 2014 in Review

74 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2014, worth a combined $238M — up 35% from $176M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SDIV positions and 5 closed out — a net gain of 9 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.29M sold.

  • 74 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2014, up from 65 in Q1 2014.
  • Funds reported $238M of Global X SuperDividend ETF stock for Q2 2014, up 35% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend ETF positions in Q2 2014 and 5 closed out, a net change of +9 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2014 was Morgan Stanley, an estimated $14.8M added.
  • The largest Global X SuperDividend ETF seller in Q2 2014 was Goldman Sachs, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2014.