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Global X SuperIncome Preferred ETF

50 hedge funds and large institutions have $21.1M invested in Global X SuperIncome Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $19.8M → $21.1M (+$1.3M)

0.08% less ownership

Funds ownership: 11.45%11.37% (-0.08%)

7% less funds holding

Funds holding: 5450 (-4)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$99K
SFA
27
Semmax Financial Advisors
North Carolina
$87K -$6.33K -551 -7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$62K -$594K -51,689 -91%
CA
29
Cetera Advisors
Colorado
$60K -$91.9K -8,000 -61%
IA
30
IFP Advisors
Florida
$54K -$49.1K -4,276 -48%
AG
31
Advisor Group
Arizona
$48K -$65K -5,654 -57%
GI
32
Gradient Investments
Minnesota
$43K +$2.78K +242 +7%
APC
33
Aspire Private Capital
North Carolina
$41K -$4.63K -403 -10%
APA
34
American Portfolios Advisors
New York
$25.2K
Citigroup
35
Citigroup
New York
$24K
FCA
36
FinTrust Capital Advisors
South Carolina
$19K
CF
37
Centaurus Financial
California
$12.3K +$92 +8 +6%
QAM
38
QCI Asset Management
New York
$12K
WCG
39
Weaver Consulting Group
California
$12K +$11.5K +1,000 New
CFGS
40
Concourse Financial Group Securities
Alabama
$11K
BHWM
41
Bay Harbor Wealth Management
Maryland
$10K -$597 -52 -6%
GWM
42
Geneos Wealth Management
Colorado
$9K
1IA
43
1834 Investment Advisors
Wisconsin
$7K
GRP
44
Global Retirement Partners
California
$7K
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$6K -$15.3K -1,329 -73%
EWM
46
Executive Wealth Management
Michigan
$5K
William Blair & Company
47
William Blair & Company
Illinois
$2K +$1.49K +130 New
JPLA
48
Joseph P. Lucia & Associates
New York
$1.02K +$137K +11,932 New
FHA
49
Flagship Harbor Advisors
Massachusetts
$1K
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$1.12M -101,885 Closed

SPFF Hedge Fund Activity: Q1 2019 in Review

50 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q1 2019, worth a combined $21.1M — up 6.6% from $19.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SPFF and 6 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, adding an estimated $2.14M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.12M sold.

  • 50 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q1 2019, down from 54 in Q4 2018.
  • Funds reported $21.1M of Global X SuperIncome Preferred ETF stock for Q1 2019, up 6.6% quarter-over-quarter.
  • 6 funds opened new Global X SuperIncome Preferred ETF positions in Q1 2019 and 9 closed out, a net change of -3 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q1 2019 was LPL Financial, an estimated $2.14M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q1 2019 was Susquehanna International Group, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2019.