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Global X SuperDividend ETF

98 hedge funds and large institutions have $153M invested in Global X SuperDividend ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 5.72%5.44% (-0.28%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

4% less funds holding

Funds holding: 10298 (-4)

10% less capital invested

Capital invested by funds: $170M → $153M (-$17.3M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

60% less call options, than puts

Call options by funds: $367K | Put options by funds: $926K

Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
32
Closed
17
Calls
$367K
Puts
$926K
Net Calls
-$559K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.6M +$1.79M +27,888 +4%
Bank of America
2
Bank of America
North Carolina
$21.3M +$7.87M +122,915 +56%
Wells Fargo
3
Wells Fargo
California
$13.1M +$242K +3,787 +2%
UBS Group
4
UBS Group
Switzerland
$7.61M -$76.8K -1,200 -1%
LPL Financial
5
LPL Financial
California
$6.15M -$2.46M -38,451 -28%
FIM
6
Freedom Investment Management
Connecticut
$5.49M -$4.74M -73,957 -46%
MCM
7
Maryland Capital Management
Maryland
$4.58M +$68.4K +1,068 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.74M -$396K -6,179 -9%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$3.44M +$122K +1,913 +4%
OA
10
Oxbow Advisors
Texas
$2.5M +$61.3K +958 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.42M -$1.27M -19,783 -34%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.06M +$684K +10,675 +48%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$1.72M +$22K +344 +1%
BB
14
Bell Bank
North Dakota
$1.55M +$110K +1,711 +7%
Ameriprise
15
Ameriprise
Minnesota
$1.53M -$2.03M -31,769 -56%
CA
16
Commerzbank Aktiengesellschaft
Germany
$1.5M +$1.09K +17 +0.1%
PFS
17
Prospera Financial Services
Texas
$1.44M -$292K -4,564 -16%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.39M +$17.9K +279 +1%
XS
19
XML Securities
Maryland
$1.31M +$225K +3,509 +20%
IFWM
20
Institute for Wealth Management
Colorado
$1.26M -$51.4K -803 -4%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.06M -$668K -10,429 -38%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1M +$122K +1,911 +13%
SF
23
Synovus Financial
Georgia
$965K +$14.5K +226 +1%
Stifel Financial
24
Stifel Financial
Missouri
$965K +$154K +2,410 +18%
CAG
25
Csenge Advisory Group
Florida
$882K +$22K +344 +2%

SDIV Hedge Fund Activity: Q1 2018 in Review

98 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2018, worth a combined $153M — down 10% from $170M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SDIV and 13 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $7.87M. The largest seller was Freedom Investment Management, cutting an estimated $4.74M.

  • 98 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2018, down from 102 in Q4 2017.
  • Funds reported $153M of Global X SuperDividend ETF stock for Q1 2018, down 10% quarter-over-quarter.
  • 13 funds opened new Global X SuperDividend ETF positions in Q1 2018 and 17 closed out, a net change of -4 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2018 was Bank of America, an estimated $7.87M added.
  • The largest Global X SuperDividend ETF seller in Q1 2018 was Freedom Investment Management, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2018.