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Global X SuperDividend ETF

102 hedge funds and large institutions have $121M invested in Global X SuperDividend ETF in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

5% more funds holding

Funds holding: 97102 (+5)

0.24% more ownership

Funds ownership: 4.72%4.96% (+0.24%)

15% less call options, than puts

Call options by funds: $753K | Put options by funds: $891K

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

22% less capital invested

Capital invested by funds: $156M → $121M (-$34.9M)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
26
Reduced
31
Closed
17
Calls
$753K
Puts
$891K
Net Calls
-$138K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.2M -$5.53M -97,652 -17%
Wells Fargo
2
Wells Fargo
California
$16.5M -$142K -2,500 -0.8%
Bank of America
3
Bank of America
North Carolina
$10.2M -$5.05M -89,235 -31%
UBS Group
4
UBS Group
Switzerland
$6.74M +$772K +13,628 +12%
Citadel Advisors
5
Citadel Advisors
Florida
$6.71M +$7.4M +130,700 New
LPL Financial
6
LPL Financial
California
$4.12M -$801K -14,144 -15%
MCM
7
Maryland Capital Management
Maryland
$3.68M -$272K -4,811 -6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$3.24M +$138K +2,443 +4%
Jane Street
9
Jane Street
New York
$3.08M +$3.4M +60,099 New
FIM
10
Freedom Investment Management
Connecticut
$2.43M +$2.68M +47,358 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.17M -$13.4K -237 -0.6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.9M +$603K +10,644 +40%
FGC
13
Financial Gravity Companies
Texas
$1.73M +$1.71M +30,147 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.45M -$651K -11,505 -29%
BB
15
Bell Bank
North Dakota
$1.36M +$68.6K +1,211 +5%
Ameriprise
16
Ameriprise
Minnesota
$1.33M -$115K -2,038 -7%
CA
17
Commerzbank Aktiengesellschaft
Germany
$1.24M -$57 -1 -0%
OA
18
Oxbow Advisors
Texas
$1.22M -$183K -3,230 -12%
CAG
19
Csenge Advisory Group
Florida
$1.13M +$135K +2,381 +12%
IFWM
20
Institute for Wealth Management
Colorado
$959K -$87.9K -1,553 -8%
HIS
21
Harvest Investment Services
Illinois
$951K +$947K +16,720 New
PFS
22
Prospera Financial Services
Texas
$858K -$114K -2,021 -11%
HighTower Advisors
23
HighTower Advisors
Illinois
$841K +$20.8K +368 +2%
OC
24
Oppenheimer & Co
New York
$840K +$440K +7,766 +90%
TA
25
TFG Advisers
Michigan
$822K +$908K +16,029 New

SDIV Hedge Fund Activity: Q4 2018 in Review

102 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q4 2018, worth a combined $121M — down 22% from $156M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SDIV positions and 17 closed out — a net gain of 6 holders — while 26 added to existing stakes and 31 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.4M. The largest seller was Morgan Stanley, cutting an estimated $5.53M.

  • 102 institutional investors held Global X SuperDividend ETF (SDIV) as of Q4 2018, up from 97 in Q3 2018.
  • Funds reported $121M of Global X SuperDividend ETF stock for Q4 2018, down 22% quarter-over-quarter.
  • 23 funds opened new Global X SuperDividend ETF positions in Q4 2018 and 17 closed out, a net change of +6 holders.
  • The largest Global X SuperDividend ETF buyer in Q4 2018 was Citadel Advisors, an estimated $7.4M added.
  • The largest Global X SuperDividend ETF seller in Q4 2018 was Morgan Stanley, an estimated $5.53M sold.

Based on aggregated 13F filings for Q4 2018.