Global X SuperIncome Preferred ETF
SPFF
35 hedge funds and large institutions have $41.5M invested in Global X SuperIncome Preferred ETF in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
2.29% less ownership
Funds ownership: 20.26% → 17.97% (-2.3%)
8% less capital invested
Capital invested by funds: $45.3M → $41.5M (-$3.79M)
10% less funds holding
Funds holding: 39 → 35 (-4)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$674K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$501K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$413K |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$231K |
| 5 |
LPL Financial
San Diego,
California
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$2.77M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.19M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$955K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$509K |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$424K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
26
Baldwin Wealth Partners
Marion,
Massachusetts
| $26K | – | – | – |
|
|
QAM
27
QCI Asset Management
Pittsford,
New York
| $26K | – | – | – |
|
28
Creative Planning
Overland Park,
Kansas
| $21K | -$9.34K | -716 | -31% |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $19K | +$130 | +10 | +0.7% |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $13K | +$13K | +998 | New |
|
31
JP Morgan Chase
New York
| $12K | – | – | – |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $8K | – | – | – |
|
|
FFW
33
Fusion Family Wealth
Woodbury,
New York
| $7K | – | – | – |
|
|
PSUF
34
People's United Financial
Bridgeport,
Connecticut
| $3K | – | – | – |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$955K | -74,555 | Closed |
|
|
BCM
36
Bluefin Capital Management
New York
| – | -$424K | -33,103 | Closed |
|
|
GC
37
Guggenheim Capital
Chicago,
Illinois
| – | -$354K | -27,664 | Closed |
|
|
VKH
38
Virtu KCG Holdings
New York
| – | -$142K | -11,104 | Closed |
|
SPFF Hedge Fund Activity: Q1 2017 in Review
35 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q1 2017, worth a combined $41.5M — down 8.4% from $45.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SPFF and 1 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 15 added.
The largest buyer was Gradient Investments, adding an estimated $674K. The largest seller was Aviance Capital Management, cutting an estimated $2.77M.
- 35 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q1 2017, down from 39 in Q4 2016.
- Funds reported $41.5M of Global X SuperIncome Preferred ETF stock for Q1 2017, down 8.4% quarter-over-quarter.
- 1 fund opened new Global X SuperIncome Preferred ETF positions in Q1 2017 and 4 closed out, a net change of -3 holders.
- The largest Global X SuperIncome Preferred ETF buyer in Q1 2017 was Gradient Investments, an estimated $674K added.
- The largest Global X SuperIncome Preferred ETF seller in Q1 2017 was Aviance Capital Management, an estimated $2.77M sold.
Based on aggregated 13F filings for Q1 2017.