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Global X SuperDividend ETF

79 hedge funds and large institutions have $165M invested in Global X SuperDividend ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

0.58% less ownership

Funds ownership: 6.49%5.91% (-0.58%)

3% less capital invested

Capital invested by funds: $170M → $165M (-$4.93M)

7% less funds holding

Funds holding: 8579 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $332K

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
33
Reduced
22
Closed
9
Calls
Puts
$332K
Net Calls
-$332K
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.2M +$5.69M +88,363 +19%
Wells Fargo
2
Wells Fargo
California
$31.2M -$6.52M -101,258 -17%
Bank of America
3
Bank of America
North Carolina
$20.7M -$3.81M -59,211 -16%
LPL Financial
4
LPL Financial
California
$11.6M +$819K +12,720 +8%
UBS Group
5
UBS Group
Switzerland
$8.08M -$53.1K -825 -0.7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.2M +$163K +2,536 +3%
MCM
7
Maryland Capital Management
Maryland
$4.39M +$130K +2,013 +3%
Jane Street
8
Jane Street
New York
$3.5M +$983K +15,274 +40%
Ameriprise
9
Ameriprise
Minnesota
$3.4M +$68.1K +1,058 +2%
RJA
10
Raymond James & Associates
Florida
$3.32M +$879K +13,661 +37%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.84M +$1.14M +17,635 +68%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.57M +$393K +6,107 +18%
OA
13
Oxbow Advisors
Texas
$2.54M +$35.9K +558 +1%
PFS
14
Prospera Financial Services
Texas
$1.83M +$48.5K +754 +3%
IFWM
15
Institute for Wealth Management
Colorado
$1.45M +$1.44M +22,406 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.39M +$742K +11,520 +117%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.34M +$626K +9,727 +89%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$1.33M +$183K +2,837 +16%
SF
19
Synovus Financial
Georgia
$1.04M +$101K +1,565 +11%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$1.01M
FTUS
21
Flow Traders U.S.
New York
$945K +$492K +7,644 +111%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$898K +$42.9K +667 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$841K -$919K -14,278 -52%
Stifel Financial
24
Stifel Financial
Missouri
$807K +$196K +3,041 +33%
DBIA
25
Dumont & Blake Investment Advisors
New Jersey
$777K

SDIV Hedge Fund Activity: Q2 2017 in Review

79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2017, worth a combined $165M — down 2.9% from $170M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SDIV and 4 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 33 added.

The largest buyer was Morgan Stanley, adding an estimated $5.69M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $7.17M sold.

  • 79 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2017, down from 85 in Q1 2017.
  • Funds reported $165M of Global X SuperDividend ETF stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 4 funds opened new Global X SuperDividend ETF positions in Q2 2017 and 9 closed out, a net change of -5 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2017 was Morgan Stanley, an estimated $5.69M added.
  • The largest Global X SuperDividend ETF seller in Q2 2017 was Independent Advisor Alliance, an estimated $7.17M sold.

Based on aggregated 13F filings for Q2 2017.