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Global X SuperDividend ETF

100 hedge funds and large institutions have $139M invested in Global X SuperDividend ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 98100 (+2)

0.56% less ownership

Funds ownership: 5.44%4.87% (-0.56%)

9% less capital invested

Capital invested by funds: $153M → $139M (-$13.7M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

45% less call options, than puts

Call options by funds: $489K | Put options by funds: $885K

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
25
Reduced
35
Closed
12
Calls
$489K
Puts
$885K
Net Calls
-$396K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.6M -$4.47M -71,537 -10%
Wells Fargo
2
Wells Fargo
California
$18.7M +$5.39M +86,238 +41%
Bank of America
3
Bank of America
North Carolina
$15.6M -$5.93M -94,953 -28%
UBS Group
4
UBS Group
Switzerland
$7.1M -$604K -9,662 -8%
LPL Financial
5
LPL Financial
California
$5.99M -$235K -3,768 -4%
MCM
6
Maryland Capital Management
Maryland
$4.76M +$128K +2,045 +3%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.44M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.32M -$468K -7,489 -12%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.51M +$1.09M +17,494 +78%
OA
10
Oxbow Advisors
Texas
$2.44M -$92.2K -1,475 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.97M -$486K -7,783 -20%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.68M -$396K -6,332 -19%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$1.67M +$1.12M +18,000 +210%
BB
14
Bell Bank
North Dakota
$1.63M +$59.2K +948 +4%
CA
15
Commerzbank Aktiengesellschaft
Germany
$1.52M +$125 +2 +0%
IFWM
16
Institute for Wealth Management
Colorado
$1.27M -$1.75K -28 -0.1%
Ameriprise
17
Ameriprise
Minnesota
$1.24M -$310K -4,957 -20%
PFS
18
Prospera Financial Services
Texas
$1.17M -$283K -4,531 -20%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.03M -$38.9K -623 -4%
SF
20
Synovus Financial
Georgia
$1.02M +$43.9K +702 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.02M +$3.25K +52 +0.3%
CAG
22
Csenge Advisory Group
Florida
$880K -$12.5K -200 -1%
Citadel Advisors
23
Citadel Advisors
Florida
$876K +$870K +13,916 New
Stifel Financial
24
Stifel Financial
Missouri
$845K -$132K -2,111 -14%
SFG
25
StrategIQ Financial Group
Indiana
$799K +$65.5K +1,049 +9%

SDIV Hedge Fund Activity: Q2 2018 in Review

100 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q2 2018, worth a combined $139M — down 9% from $153M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SDIV positions and 12 closed out — a net gain of 4 holders — while 25 added to existing stakes and 35 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.39M. The largest seller was Bank of America, cutting an estimated $5.93M.

  • 100 institutional investors held Global X SuperDividend ETF (SDIV) as of Q2 2018, up from 98 in Q1 2018.
  • Funds reported $139M of Global X SuperDividend ETF stock for Q2 2018, down 9% quarter-over-quarter.
  • 16 funds opened new Global X SuperDividend ETF positions in Q2 2018 and 12 closed out, a net change of +4 holders.
  • The largest Global X SuperDividend ETF buyer in Q2 2018 was Wells Fargo, an estimated $5.39M added.
  • The largest Global X SuperDividend ETF seller in Q2 2018 was Bank of America, an estimated $5.93M sold.

Based on aggregated 13F filings for Q2 2018.