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Global X SuperDividend ETF

83 hedge funds and large institutions have $238M invested in Global X SuperDividend ETF in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

8% more funds holding

Funds holding: 7783 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 7.34%7.33% (-0.01%)

4% less capital invested

Capital invested by funds: $249M → $238M (-$11M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $323K

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
37
Reduced
21
Closed
7
Calls
Puts
$323K
Net Calls
-$323K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.1M +$793K +11,168 +1%
Bank of America
2
Bank of America
North Carolina
$23.1M +$1.19M +16,831 +5%
Wells Fargo
3
Wells Fargo
California
$22.8M -$367K -5,174 -2%
BTS
4
BB&T Securities
Virginia
$19.4M +$510K +7,189 +34%
GI
5
Gradient Investments
Minnesota
$15.8M +$1.4M +19,695 +9%
UBS Group
6
UBS Group
Switzerland
$15.3M +$15.7M +221,629 New
JCM
7
Janney Capital Management
Pennsylvania
$8.11M +$476K +6,701 +6%
LPL Financial
8
LPL Financial
California
$7.12M -$238K -3,358 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.71M -$1.7M -23,957 -23%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$4.8M +$195K +2,745 +4%
FANJ
11
Financial Architects (New Jersey)
New Jersey
$4.14M -$176K -2,482 -4%
MCM
12
Maryland Capital Management
Maryland
$4.13M +$1.33M +18,750 +46%
RJA
13
Raymond James & Associates
Florida
$3.41M +$710 +10 +0%
Citigroup
14
Citigroup
New York
$3.15M +$318K +4,487 +11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.95M +$1.71M +24,166 +131%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.61M -$9.51K -134 -0.4%
PI
17
Placemark Investments
Illinois
$2.48M +$968K +13,639 +61%
OA
18
Oxbow Advisors
Texas
$2.44M +$11.8K +166 +0.5%
CWM
19
Cabot Wealth Management
Massachusetts
$2.25M +$18K +253 +0.8%
CFA
20
Cahill Financial Advisors
Minnesota
$1.87M +$83.5K +1,177 +5%
Goldman Sachs
21
Goldman Sachs
New York
$1.79M +$1.17M +16,528 +176%
LI
22
LVZ Inc
Michigan
$1.53M +$69.3K +976 +5%
MFS
23
MSI Financial Services
Massachusetts
$1.52M +$10.6K +150 +0.7%
PFS
24
Prospera Financial Services
Texas
$1.51M -$824K -11,616 -35%
HIM
25
Hillsdale Investment Management
Ontario, Canada
$1.39M +$1.14M +16,100 +403%

SDIV Hedge Fund Activity: Q4 2014 in Review

83 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2014, worth a combined $238M — down 4.4% from $249M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SDIV positions and 7 closed out — a net gain of 7 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.71M. The largest seller was Jane Street, exiting entirely with an estimated $6.22M sold.

  • 83 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2014, up from 77 in Q3 2014.
  • Funds reported $238M of Global X SuperDividend ETF stock for Q4 2014, down 4.4% quarter-over-quarter.
  • 14 funds opened new Global X SuperDividend ETF positions in Q4 2014 and 7 closed out, a net change of +7 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2014 was Commonwealth Equity Services, an estimated $1.71M added.
  • The largest Global X SuperDividend ETF seller in Q4 2014 was Jane Street, an estimated $6.22M sold.

Based on aggregated 13F filings for Q4 2014.