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Global X SuperDividend ETF

97 hedge funds and large institutions have $156M invested in Global X SuperDividend ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $139M → $156M (+$16.9M)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.15% less ownership

Funds ownership: 4.87%4.72% (-0.15%)

3% less funds holding

Funds holding: 10097 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

35% less call options, than puts

Call options by funds: $435K | Put options by funds: $674K

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
30
Closed
13
Calls
$435K
Puts
$674K
Net Calls
-$239K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.1M -$2.56M -41,157 -7%
Ameriprise
2
Ameriprise
Minnesota
$20.8M +$520K +8,357 +42%
Wells Fargo
3
Wells Fargo
California
$19.9M +$1.74M +27,921 +9%
Bank of America
4
Bank of America
North Carolina
$17.7M +$2.51M +40,324 +16%
UBS Group
5
UBS Group
Switzerland
$7.21M +$303K +4,872 +4%
LPL Financial
6
LPL Financial
California
$5.78M -$51K -820 -0.9%
MCM
7
Maryland Capital Management
Maryland
$4.68M +$48.8K +785 +1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$3.7M +$316K +5,075 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.61M -$631K -10,141 -19%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.43M -$10.4K -167 -0.4%
OA
11
Oxbow Advisors
Texas
$1.66M -$726K -11,663 -30%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.61M -$27K -434 -2%
BB
13
Bell Bank
North Dakota
$1.54M -$46.7K -751 -3%
CA
14
Commerzbank Aktiengesellschaft
Germany
$1.48M -$124 -2 -0%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$1.34M -$287K -4,614 -17%
IFWM
16
Institute for Wealth Management
Colorado
$1.22M -$4.48K -72 -0.4%
PFS
17
Prospera Financial Services
Texas
$1.18M +$10.3K +165 +0.9%
CAG
18
Csenge Advisory Group
Florida
$1.13M +$353K +5,674 +41%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$989K +$124 +2 +0%
HighTower Advisors
20
HighTower Advisors
Illinois
$980K -$28.4K -456 -3%
SF
21
Synovus Financial
Georgia
$918K -$75.5K -1,214 -7%
Stifel Financial
22
Stifel Financial
Missouri
$869K +$49.5K +796 +6%
RJA
23
Raymond James & Associates
Florida
$865K +$101K +1,616 +13%
CAN
24
Cetera Advisor Networks
California
$863K +$124K +1,991 +16%
AAMA
25
Advanced Asset Management Advisors
Ohio
$863K +$877K +14,100 New

SDIV Hedge Fund Activity: Q3 2018 in Review

97 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q3 2018, worth a combined $156M — up 12% from $139M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDIV and 10 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Bank of America, adding an estimated $2.51M. The largest seller was Morgan Stanley, cutting an estimated $2.56M.

  • 97 institutional investors held Global X SuperDividend ETF (SDIV) as of Q3 2018, down from 100 in Q2 2018.
  • Funds reported $156M of Global X SuperDividend ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 10 funds opened new Global X SuperDividend ETF positions in Q3 2018 and 13 closed out, a net change of -3 holders.
  • The largest Global X SuperDividend ETF buyer in Q3 2018 was Bank of America, an estimated $2.51M added.
  • The largest Global X SuperDividend ETF seller in Q3 2018 was Morgan Stanley, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2018.