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Global X SuperDividend ETF

102 hedge funds and large institutions have $170M invested in Global X SuperDividend ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

20% more funds holding

Funds holding: 85102 (+17)

0.52% less ownership

Funds ownership: 6.23%5.72% (-0.52%)

9% less capital invested

Capital invested by funds: $187M → $170M (-$16.8M)

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

61% less call options, than puts

Call options by funds: $237K | Put options by funds: $601K

Holders
102
Holders Change
+17
Holders Change %
+20%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
26
Reduced
32
Closed
7
Calls
$237K
Puts
$601K
Net Calls
-$364K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44M +$5.92M +91,162 +16%
Bank of America
2
Bank of America
North Carolina
$14.4M -$8.11M -124,838 -36%
Wells Fargo
3
Wells Fargo
California
$13.5M -$7.11M -109,513 -35%
FIM
4
Freedom Investment Management
Connecticut
$10.6M +$10.5M +162,272 New
LPL Financial
5
LPL Financial
California
$8.98M -$1.58M -24,340 -15%
UBS Group
6
UBS Group
Switzerland
$8.08M -$254K -3,908 -3%
MCM
7
Maryland Capital Management
Maryland
$4.74M +$289K +4,445 +7%
Citadel Advisors
8
Citadel Advisors
Florida
$4.49M +$4.14M +63,712 +1,267%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.34M +$248K +3,817 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.84M +$538K +8,283 +16%
Ameriprise
11
Ameriprise
Minnesota
$3.69M -$139K -2,141 -4%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.5M -$16K -247 -0.5%
RJA
13
Raymond James & Associates
Florida
$3.4M -$279K -4,292 -8%
OA
14
Oxbow Advisors
Texas
$2.56M +$6.49K +100 +0.3%
PFS
15
Prospera Financial Services
Texas
$1.81M -$151K -2,329 -8%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.79M -$182K -2,798 -9%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$1.78M +$180K +2,766 +11%
CA
18
Commerzbank Aktiengesellschaft
Germany
$1.57M +$15.6K +240 +1%
BB
19
Bell Bank
North Dakota
$1.52M +$1.51M +23,312 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.46M -$240K -3,699 -14%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.45M -$71.9K -1,108 -5%
IFWM
22
Institute for Wealth Management
Colorado
$1.38M -$71.8K -1,106 -5%
XS
23
XML Securities
Maryland
$1.15M +$1.14M +17,540 New
HIM
24
Hillsdale Investment Management
Ontario, Canada
$1.01M
SCA
25
Sage Capital Advisors
South Dakota
$1.01M +$1M +15,471 New

SDIV Hedge Fund Activity: Q4 2017 in Review

102 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2017, worth a combined $170M — down 9% from $187M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SDIV positions and 7 closed out — a net gain of 17 holders — while 26 added to existing stakes and 32 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $10.5M. The largest seller was Horizon Investments, exiting entirely with an estimated $18.7M sold.

  • 102 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2017, up from 85 in Q3 2017.
  • Funds reported $170M of Global X SuperDividend ETF stock for Q4 2017, down 9% quarter-over-quarter.
  • 24 funds opened new Global X SuperDividend ETF positions in Q4 2017 and 7 closed out, a net change of +17 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2017 was Freedom Investment Management, an estimated $10.5M added.
  • The largest Global X SuperDividend ETF seller in Q4 2017 was Horizon Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2017.