We are live on ! Find out more
SDIV icon

Global X SuperDividend ETF

92 hedge funds and large institutions have $133M invested in Global X SuperDividend ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

10% more capital invested

Capital invested by funds: $121M → $133M (+$12.3M)

0.15% less ownership

Funds ownership: 4.96%4.81% (-0.15%)

10% less funds holding

Funds holding: 10292 (-10)

31% less call options, than puts

Call options by funds: $937K | Put options by funds: $1.35M

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
92
Holders Change
-10
Holders Change %
-9.8%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
33
Reduced
29
Closed
19
Calls
$937K
Puts
$1.35M
Net Calls
-$418K
Net Calls Change
-$280K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.8M +$2.02M +36,328 +7%
Wells Fargo
2
Wells Fargo
California
$16.7M -$941K -16,903 -5%
Bank of America
3
Bank of America
North Carolina
$16.1M +$5.32M +95,553 +48%
FIM
4
Freedom Investment Management
Connecticut
$12M +$9.64M +173,241 +366%
LPL Financial
5
LPL Financial
California
$9.9M +$5.63M +101,129 +126%
UBS Group
6
UBS Group
Switzerland
$4.69M -$2.52M -45,300 -35%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.86M +$430K +7,720 +12%
MCM
8
Maryland Capital Management
Maryland
$3.36M -$562K -10,090 -14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.84M +$1.33M +23,857 +241%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.61M -$710K -12,765 -30%
Ameriprise
11
Ameriprise
Minnesota
$1.6M +$183K +3,296 +13%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.4M -$141K -2,540 -9%
FGAM
13
Financial Gravity Asset Management
Texas
$1.36M +$1.37M +24,605 New
CA
14
Commerzbank Aktiengesellschaft
Germany
$1.32M +$1.06K +19 +0.1%
OC
15
Oppenheimer & Co
New York
$1.3M +$416K +7,470 +46%
OA
16
Oxbow Advisors
Texas
$1.3M -$1.78K -32 -0.1%
SCA
17
Sage Capital Advisors
South Dakota
$1.26M +$974K +17,503 +312%
CAG
18
Csenge Advisory Group
Florida
$1.25M +$53.2K +956 +4%
IFWM
19
Institute for Wealth Management
Colorado
$1.04M +$18.4K +330 +2%
PAG
20
Private Advisor Group
New Jersey
$1.02M +$461K +8,280 +79%
RJA
21
Raymond James & Associates
Florida
$992K +$196K +3,526 +24%
HighTower Advisors
22
HighTower Advisors
Illinois
$987K +$99.6K +1,790 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$961K +$198K +3,562 +25%
HIS
24
Harvest Investment Services
Illinois
$956K +$33.3K +599 +4%
TA
25
TFG Advisers
Michigan
$899K +$25.8K +463 +3%

SDIV Hedge Fund Activity: Q1 2019 in Review

92 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X SuperDividend ETF (SDIV) for Q1 2019, worth a combined $133M — up 10% from $121M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SDIV and 11 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was Freedom Investment Management, adding an estimated $9.64M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.27M sold.

  • 92 institutional investors held Global X SuperDividend ETF (SDIV) as of Q1 2019, down from 102 in Q4 2018.
  • Funds reported $133M of Global X SuperDividend ETF stock for Q1 2019, up 10% quarter-over-quarter.
  • 11 funds opened new Global X SuperDividend ETF positions in Q1 2019 and 19 closed out, a net change of -8 holders.
  • The largest Global X SuperDividend ETF buyer in Q1 2019 was Freedom Investment Management, an estimated $9.64M added.
  • The largest Global X SuperDividend ETF seller in Q1 2019 was Citadel Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q1 2019.