We are live on ! Find out more
SPFF icon

Global X SuperIncome Preferred ETF

50 hedge funds and large institutions have $36M invested in Global X SuperIncome Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

2.18% less ownership

Funds ownership: 20.8%18.62% (-2.2%)

4% less funds holding

Funds holding: 5250 (-2)

13% less capital invested

Capital invested by funds: $41.6M → $36M (-$5.58M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $606K

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
10
Closed
8
Calls
Puts
$606K
Net Calls
-$606K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$146K +$71.2K +7,196 +86%
RJA
27
Raymond James & Associates
Florida
$131K +$17.5K +1,767 +14%
GRP
28
Global Retirement Partners
California
$114K +$128K +12,930 New
GG
29
GenWealth Group
New Jersey
$99.7K
PAG
30
Private Advisor Group
New Jersey
$95.4K +$101K +10,167 New
AWM
31
Axxcess Wealth Management
California
$94.6K +$99.8K +10,089 New
WCM
32
WealthBridge Capital Management
Ohio
$93.8K
NWMG
33
National Wealth Management Group
Ohio
$88.1K -$25.4K -2,565 -20%
IA
34
IFP Advisors
Florida
$60.5K +$32.9K +3,327 +199%
BAM
35
Belpointe Asset Management
Nevada
$47.4K
CIAS
36
Capital Investment Advisory Services
North Carolina
$28.1K
PA
37
Parallel Advisors
California
$23.4K +$24.7K +2,500 New
GI
38
Gradient Investments
Minnesota
$19.6K -$4.37M -441,870 -100%
FCA
39
FinTrust Capital Advisors
South Carolina
$15.7K
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.2K -$30 -3 -0.3%
FFA
41
Founders Financial Alliance
North Carolina
$9.76K
AIP
42
Ahrens Investment Partners
Louisiana
$9.38K +$9.9K +1,000 New
HI
43
Harbour Investments
Wisconsin
$7.33K +$5.95K +601 +332%
FGAM
44
Financial Gravity Asset Management
Texas
$6.84K +$89 +9 New
NFSG
45
Newbridge Financial Services Group
Florida
$5.37K -$6.95K -702 -55%
ASN
46
Advisory Services Network
Georgia
$5.21K +$89 +9 +2%
CFGS
47
Concourse Financial Group Securities
Alabama
$2.3K -$24.7K -2,500 -91%
AF
48
Advisornet Financial
Minnesota
$2.16K
AssetMark Inc
49
AssetMark Inc
California
$582
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$148

SPFF Hedge Fund Activity: Q1 2023 in Review

50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q1 2023, worth a combined $36M — down 13% from $41.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SPFF and 6 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $1.23M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $5.1M sold.

  • 50 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q1 2023, down from 52 in Q4 2022.
  • Funds reported $36M of Global X SuperIncome Preferred ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 6 funds opened new Global X SuperIncome Preferred ETF positions in Q1 2023 and 8 closed out, a net change of -2 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q1 2023 was Morgan Stanley, an estimated $1.23M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q1 2023 was International Assets Investment Management, an estimated $5.1M sold.

Based on aggregated 13F filings for Q1 2023.