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Global X SuperDividend ETF

85 hedge funds and large institutions have $170M invested in Global X SuperDividend ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $482K

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $157M → $170M (+$13.3M)

0% more ownership

Funds ownership: 6.48%6.49% (+0%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 8685 (-1)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
24
Closed
15
Calls
$2.24M
Puts
$482K
Net Calls
+$1.75M
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$37.3M +$4.44M +69,554 +14%
Morgan Stanley
2
Morgan Stanley
New York
$30.1M +$3.21M +50,220 +12%
Bank of America
3
Bank of America
North Carolina
$24.3M +$1.16M +18,217 +5%
LPL Financial
4
LPL Financial
California
$10.6M +$3.09M +48,361 +41%
UBS Group
5
UBS Group
Switzerland
$8.04M -$352K -5,512 -4%
IAA
6
Independent Advisor Alliance
North Carolina
$7.17M +$7.22M +113,039 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.96M -$565K -8,849 -9%
MCM
8
Maryland Capital Management
Maryland
$4.21M -$5.62K -88 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$3.3M +$1.96M +30,745 +150%
Jane Street
10
Jane Street
New York
$2.48M +$130K +2,029 +6%
OA
11
Oxbow Advisors
Texas
$2.47M +$31.9K +500 +1%
RJA
12
Raymond James & Associates
Florida
$2.41M -$5.24K -82 -0.2%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.15M +$168K +2,624 +9%
PFS
14
Prospera Financial Services
Texas
$1.76M -$39.3K -616 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.75M +$58.1K +910 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.68M +$966K +15,129 +138%
CWM
17
Concert Wealth Management
California
$1.41M -$639 -10 -0%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$1.13M +$1.13M +17,620 New
HIM
19
Hillsdale Investment Management
Ontario, Canada
$997K +$238K +3,733 +32%
SF
20
Synovus Financial
Georgia
$935K +$55.6K +871 +6%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$845K +$5.11K +80 +0.6%
MRC
22
Millburn Ridgefield Corp
New York
$826K -$14.7K -230 -2%
DBIA
23
Dumont & Blake Investment Advisors
New Jersey
$768K +$6.38K +100 +0.8%
PAG
24
Private Advisor Group
New Jersey
$766K +$14.2K +222 +2%
CAN
25
Cetera Advisor Networks
California
$755K +$14.2K +223 +2%

SDIV Hedge Fund Activity: Q1 2017 in Review

85 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2017, worth a combined $170M — up 8.5% from $157M a quarter earlier.

Fund positioning in SDIV was balanced in Q1 2017: 15 funds opened new positions, 15 closed out, 32 added to existing stakes and 24 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $7.22M. The largest seller was Janney Capital Management, exiting entirely with an estimated $5.88M sold.

  • 85 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2017, down from 86 in Q4 2016.
  • Funds reported $170M of Global X SuperDividend ETF stock for Q1 2017, up 8.5% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend ETF positions in Q1 2017 and 15 closed out, a net change of 0 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2017 was Independent Advisor Alliance, an estimated $7.22M added.
  • The largest Global X SuperDividend ETF seller in Q1 2017 was Janney Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q1 2017.