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Global X SuperDividend ETF

83 hedge funds and large institutions have $253M invested in Global X SuperDividend ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

6% more capital invested

Capital invested by funds: $238M → $253M (+$14.9M)

0.05% more ownership

Funds ownership: 7.33%7.39% (+0.05%)

0% more funds holding

Funds holding: 8383 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

29% less call options, than puts

Call options by funds: $257K | Put options by funds: $363K

Holders
83
Holders Change
Holders Change %
0%
% 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
8
Increased
28
Reduced
33
Closed
5
Calls
$257K
Puts
$363K
Net Calls
-$106K
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.9M +$1.64M +23,470 +3%
Bank of America
2
Bank of America
North Carolina
$25.9M +$2.82M +40,425 +12%
BTS
3
BB&T Securities
Virginia
$25.1M +$563K +8,074 +29%
Wells Fargo
4
Wells Fargo
California
$22.1M -$766K -10,987 -3%
GI
5
Gradient Investments
Minnesota
$16.4M +$500K +7,163 +3%
UBS Group
6
UBS Group
Switzerland
$13.2M -$2.18M -31,208 -14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.4M +$4.67M +66,895 +81%
JCM
8
Janney Capital Management
Pennsylvania
$8.16M +$22.8K +327 +0.3%
LPL Financial
9
LPL Financial
California
$7.18M +$35.7K +512 +0.5%
MAA
10
Managed Account Advisors
New Jersey
$5.38M +$5.41M +77,506 New
MCM
11
Maryland Capital Management
Maryland
$4.49M +$348K +4,983 +8%
FANJ
12
Financial Architects (New Jersey)
New Jersey
$3.86M -$288K -4,135 -7%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$3.33M -$1.48M -21,258 -31%
RJA
14
Raymond James & Associates
Florida
$3.24M -$186K -2,660 -5%
Citigroup
15
Citigroup
New York
$3.08M -$82K -1,176 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.01M +$46.9K +673 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.88M +$262K +3,754 +10%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.81M +$2.81M +40,258 +25,319%
OA
19
Oxbow Advisors
Texas
$2.46M +$16.3K +234 +0.7%
CWM
20
Cabot Wealth Management
Massachusetts
$2.17M -$85.6K -1,227 -4%
CFA
21
Cahill Financial Advisors
Minnesota
$1.8M -$71.8K -1,029 -4%
PFS
22
Prospera Financial Services
Texas
$1.59M +$79.2K +1,135 +5%
LI
23
LVZ Inc
Michigan
$1.52M -$17K -244 -1%
Jane Street
24
Jane Street
New York
$1.5M +$1.51M +21,674 New
MFS
25
MSI Financial Services
Massachusetts
$1.46M -$63.1K -905 -4%

SDIV Hedge Fund Activity: Q1 2015 in Review

83 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2015, worth a combined $253M — up 6.3% from $238M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SDIV positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Managed Account Advisors, opening a new position worth an estimated $5.41M. The largest seller was UBS Group, cutting an estimated $2.18M.

  • 83 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $253M of Global X SuperDividend ETF stock for Q1 2015, up 6.3% quarter-over-quarter.
  • 8 funds opened new Global X SuperDividend ETF positions in Q1 2015 and 5 closed out, a net change of +3 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2015 was Managed Account Advisors, an estimated $5.41M added.
  • The largest Global X SuperDividend ETF seller in Q1 2015 was UBS Group, an estimated $2.18M sold.

Based on aggregated 13F filings for Q1 2015.