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Global X SuperDividend ETF

69 hedge funds and large institutions have $166M invested in Global X SuperDividend ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $136M → $166M (+$30M)

10% more funds holding

Funds holding: 6369 (+6)

0.98% more ownership

Funds ownership: 5.85%6.82% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

46% less call options, than puts

Call options by funds: $266K | Put options by funds: $491K

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
24
Closed
5
Calls
$266K
Puts
$491K
Net Calls
-$225K
Net Calls Change
-$224K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.6M -$152K -2,479 -0.6%
Wells Fargo
2
Wells Fargo
California
$24.6M +$4.56M +74,203 +23%
Bank of America
3
Bank of America
North Carolina
$24.2M +$3.39M +55,121 +17%
Jane Street
4
Jane Street
New York
$9.97M +$7.94M +129,262 +424%
UBS Group
5
UBS Group
Switzerland
$9.71M +$1.39M +22,570 +17%
CCP
6
Cardan Capital Partners
Colorado
$9.29M +$9.14M +148,739 New
JCM
7
Janney Capital Management
Pennsylvania
$6.11M +$6.02M +97,940 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.05M +$300K +4,874 +5%
Citadel Advisors
9
Citadel Advisors
Florida
$5.1M +$5.02M +81,651 New
GI
10
Gradient Investments
Minnesota
$4.55M +$656K +10,683 +17%
LPL Financial
11
LPL Financial
California
$4.22M -$2.66M -43,328 -39%
MCM
12
Maryland Capital Management
Maryland
$3.68M -$262K -4,269 -7%
OA
13
Oxbow Advisors
Texas
$2.42M +$246K +4,000 +12%
RJA
14
Raymond James & Associates
Florida
$2.09M +$1.27M +20,703 +163%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.95M +$136K +2,217 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.76M -$1.13M -18,377 -40%
PFS
17
Prospera Financial Services
Texas
$1.7M +$142K +2,309 +9%
CWM
18
Concert Wealth Management
California
$1.43M -$22.7K -370 -2%
OMC
19
Old Mission Capital
Illinois
$1.21M -$359K -5,844 -23%
CAN
20
Cetera Advisor Networks
California
$1.18M +$109K +1,775 +10%
HIM
21
Hillsdale Investment Management
Ontario, Canada
$983K +$547K +8,909 +130%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$925K +$910K +14,815 New
Ameriprise
23
Ameriprise
Minnesota
$832K -$62.8K -1,022 -7%
SF
24
Synovus Financial
Georgia
$803K +$99.2K +1,614 +14%
DADC
25
D.A. Davidson & Co
Montana
$784K +$4.06K +66 +0.5%

SDIV Hedge Fund Activity: Q2 2016 in Review

69 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2016, worth a combined $166M — up 22% from $136M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDIV positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $9.14M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $7.63M sold.

  • 69 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2016, up from 63 in Q1 2016.
  • Funds reported $166M of Global X SuperDividend ETF stock for Q2 2016, up 22% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend ETF positions in Q2 2016 and 5 closed out, a net change of +6 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2016 was Cardan Capital Partners, an estimated $9.14M added.
  • The largest Global X SuperDividend ETF seller in Q2 2016 was Freedom Investment Management, an estimated $7.63M sold.

Based on aggregated 13F filings for Q2 2016.