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Global X SuperDividend ETF

86 hedge funds and large institutions have $157M invested in Global X SuperDividend ETF in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $250K

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

25% more funds holding

Funds holding: 6986 (+17)

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0.21% less ownership

Funds ownership: 6.69%6.48% (-0.21%)

7% less capital invested

Capital invested by funds: $168M → $157M (-$11.7M)

Holders
86
Holders Change
+17
Holders Change %
+24.64%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
26
Reduced
22
Closed
4
Calls
$2.11M
Puts
$250K
Net Calls
+$1.86M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$31.9M +$3.37M +54,698 +12%
Morgan Stanley
2
Morgan Stanley
New York
$26.1M +$971K +15,764 +4%
Bank of America
3
Bank of America
North Carolina
$22.5M -$5.12M -83,205 -19%
UBS Group
4
UBS Group
Switzerland
$8.15M -$1.14M -18,581 -12%
LPL Financial
5
LPL Financial
California
$7.39M +$1.31M +21,338 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.34M +$463K +7,512 +8%
JCM
7
Janney Capital Management
Pennsylvania
$5.88M -$96.4K -1,565 -2%
MCM
8
Maryland Capital Management
Maryland
$4.09M +$74.2K +1,205 +2%
Citadel Advisors
9
Citadel Advisors
Florida
$3.58M +$3.53M +57,312 New
OA
10
Oxbow Advisors
Texas
$2.37M -$99.9K -1,623 -4%
RJA
11
Raymond James & Associates
Florida
$2.34M -$544K -8,829 -19%
Jane Street
12
Jane Street
New York
$2.28M +$1.37M +22,234 +155%
VKH
13
Virtu KCG Holdings
New York
$2.17M +$2.14M +34,740 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.92M -$162K -2,630 -8%
PFS
15
Prospera Financial Services
Texas
$1.75M -$57.4K -932 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.64M -$297K -4,824 -15%
CWM
17
Concert Wealth Management
California
$1.41M -$15.7K -255 -1%
OMC
18
Old Mission Capital
Illinois
$1.4M +$1.38M +22,347 New
Ameriprise
19
Ameriprise
Minnesota
$1.28M -$99.6K -1,617 -7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$856K +$29.3K +476 +4%
SF
21
Synovus Financial
Georgia
$855K +$100K +1,627 +14%
MRC
22
Millburn Ridgefield Corp
New York
$816K +$805K +13,075 New
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$815K +$234K +3,793 +41%
DADC
24
D.A. Davidson & Co
Montana
$810K +$9.61K +156 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$784K +$12.2K +198 +2%

SDIV Hedge Fund Activity: Q4 2016 in Review

86 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2016, worth a combined $157M — down 6.9% from $168M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SDIV positions and 4 closed out — a net gain of 18 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.53M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $9.93M sold.

  • 86 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2016, up from 69 in Q3 2016.
  • Funds reported $157M of Global X SuperDividend ETF stock for Q4 2016, down 6.9% quarter-over-quarter.
  • 22 funds opened new Global X SuperDividend ETF positions in Q4 2016 and 4 closed out, a net change of +18 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2016 was Citadel Advisors, an estimated $3.53M added.
  • The largest Global X SuperDividend ETF seller in Q4 2016 was Cardan Capital Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q4 2016.