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Global X SuperIncome Preferred ETF

48 hedge funds and large institutions have $39.8M invested in Global X SuperIncome Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.76% less ownership

Funds ownership: 23.17%22.41% (-0.76%)

4% less funds holding

Funds holding: 5048 (-2)

10% less capital invested

Capital invested by funds: $44.2M → $39.8M (-$4.41M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$170K -$4.71K -529 -3%
TCA
27
Transcend Capital Advisors
New Jersey
$167K -$11.7K -1,313 -6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$139K
PA
29
Pinnacle Associates
New York
$122K -$17.8K -2,000 -13%
PA
30
PFG Advisors
Arizona
$102K -$117K -13,081 -53%
Comerica Bank
31
Comerica Bank
Texas
$99.2K +$101K +11,300 New
HF
32
HRT Financial
New York
$98K +$99.9K +11,210 New
GG
33
GenWealth Group
New Jersey
$93.3K
IWA
34
IVC Wealth Advisors
Pennsylvania
$91.7K -$111K -12,482 -54%
WCM
35
WealthBridge Capital Management
Ohio
$87.8K
PA
36
Parallel Advisors
California
$21.9K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$18K -$2.71M -304,399 -99%
HI
38
Harbour Investments
Wisconsin
$17K
GI
39
Gradient Investments
Minnesota
$16.1K -$1.49K -167 -8%
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.8K
FFA
41
Founders Financial Alliance
North Carolina
$9.13K
FGAM
42
Financial Gravity Asset Management
Texas
$5.95K +$6.49K +728 New
NFSG
43
Newbridge Financial Services Group
Florida
$5.02K
FGA
44
Fortis Group Advisors
New Jersey
$4.39K +$4.46K +500 New
PWMG
45
Provence Wealth Management Group
California
$2.99K +$3.04K +341 New
CFGS
46
Concourse Financial Group Securities
Alabama
$2.15K
AF
47
Advisornet Financial
Minnesota
$2.02K
AssetMark Inc
48
AssetMark Inc
California
$544
Creative Planning
49
Creative Planning
Kansas
-$693K -76,666 Closed
GLA
50
Good Life Advisors
Pennsylvania
-$118K -13,106 Closed

SPFF Hedge Fund Activity: Q3 2023 in Review

48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q3 2023, worth a combined $39.8M — down 10% from $44.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SPFF and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.27M. The largest seller was Royal Bank of Canada, cutting an estimated $2.71M.

  • 48 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q3 2023, down from 50 in Q2 2023.
  • Funds reported $39.8M of Global X SuperIncome Preferred ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 6 funds opened new Global X SuperIncome Preferred ETF positions in Q3 2023 and 8 closed out, a net change of -2 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q3 2023 was Citadel Advisors, an estimated $1.27M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2023.