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Global X SuperDividend ETF

85 hedge funds and large institutions have $187M invested in Global X SuperDividend ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

14% more call options, than puts

Call options by funds: $333K | Put options by funds: $293K

13% more capital invested

Capital invested by funds: $165M → $187M (+$21.7M)

8% more funds holding

Funds holding: 7985 (+6)

0.32% more ownership

Funds ownership: 5.91%6.23% (+0.32%)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% 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
30
Reduced
21
Closed
7
Calls
$333K
Puts
$293K
Net Calls
+$40K
Net Calls Change
+$372K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.5M +$1.66M +25,473 +5%
Bank of America
2
Bank of America
North Carolina
$22.8M +$1.7M +25,988 +8%
Wells Fargo
3
Wells Fargo
California
$20.9M -$10.6M -163,022 -34%
HI
4
Horizon Investments
North Carolina
$18.7M +$19.3M +296,392 New
LPL Financial
5
LPL Financial
California
$10.7M -$1.07M -16,359 -9%
UBS Group
6
UBS Group
Switzerland
$8.43M +$220K +3,379 +3%
MCM
7
Maryland Capital Management
Maryland
$4.5M +$44.7K +685 +1%
GI
8
Glovista Investments
New Jersey
$4.38M +$4.32M +66,302 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.13M -$2.13M -32,660 -34%
Ameriprise
10
Ameriprise
Minnesota
$3.87M +$405K +6,204 +12%
RJA
11
Raymond James & Associates
Florida
$3.72M +$344K +5,274 +10%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.55M +$928K +14,229 +36%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.34M +$443K +6,792 +16%
OA
14
Oxbow Advisors
Texas
$2.59M +$10.9K +167 +0.4%
HighTower Advisors
15
HighTower Advisors
Illinois
$2M +$1.71M +26,201 +637%
PFS
16
Prospera Financial Services
Texas
$1.98M +$123K +1,887 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.72M +$309K +4,732 +22%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$1.62M +$265K +4,058 +20%
CA
19
Commerzbank Aktiengesellschaft
Germany
$1.57M +$1.56M +23,849 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.54M +$172K +2,630 +13%
IFWM
21
Institute for Wealth Management
Colorado
$1.47M -$10.4K -159 -0.7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.29M +$1.27M +19,535 New
HIM
23
Hillsdale Investment Management
Ontario, Canada
$1.02M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$935K +$79.6K +1,221 +9%
SF
25
Synovus Financial
Georgia
$898K -$161K -2,461 -15%

SDIV Hedge Fund Activity: Q3 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2017, worth a combined $187M — up 13% from $165M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SDIV positions and 7 closed out — a net gain of 8 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $19.3M. The largest seller was Wells Fargo, cutting an estimated $10.6M.

  • 85 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2017, up from 79 in Q2 2017.
  • Funds reported $187M of Global X SuperDividend ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 15 funds opened new Global X SuperDividend ETF positions in Q3 2017 and 7 closed out, a net change of +8 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2017 was Horizon Investments, an estimated $19.3M added.
  • The largest Global X SuperDividend ETF seller in Q3 2017 was Wells Fargo, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2017.