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Global X SuperIncome Preferred ETF

47 hedge funds and large institutions have $37.1M invested in Global X SuperIncome Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.36% less ownership

Funds ownership: 22.41%22.05% (-0.36%)

2% less funds holding

Funds holding: 4847 (-1)

7% less capital invested

Capital invested by funds: $39.8M → $37.1M (-$2.74M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $521K

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
15
Closed
6
Calls
Puts
$521K
Net Calls
-$521K
Net Calls Change
-$521K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$169K -$5.86K -675 -3%
MIA
27
MeadowBrook Investment Advisors
Michigan
$145K +$138K +15,945 New
PA
28
Pinnacle Associates
New York
$126K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$125K -$18K -2,074 -13%
Comerica Bank
30
Comerica Bank
Texas
$119K +$15.2K +1,754 +16%
GG
31
GenWealth Group
New Jersey
$96.5K
IWA
32
IVC Wealth Advisors
Pennsylvania
$94.9K
WCM
33
WealthBridge Capital Management
Ohio
$90.8K
GI
34
Gradient Investments
Minnesota
$33.2K +$15.8K +1,818 +99%
PA
35
Parallel Advisors
California
$22.7K
FGAM
36
Financial Gravity Asset Management
Texas
$12.6K +$6.32K +728 +100%
HI
37
Harbour Investments
Wisconsin
$12.1K -$5.22K -601 -31%
BCMLT
38
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K -$35 -4 -0.3%
FFA
39
Founders Financial Alliance
North Carolina
$9.45K
FGA
40
Fortis Group Advisors
New Jersey
$9.08K +$4.34K +500 +100%
PS
41
Principal Securities
Iowa
$8.79K +$8.4K +968 New
NFSG
42
Newbridge Financial Services Group
Florida
$5.19K
CAM
43
Creekmur Asset Management
Illinois
$4.23K +$4.05K +466 New
PWMG
44
Provence Wealth Management Group
California
$3.1K
AF
45
Advisornet Financial
Minnesota
$2.09K
AssetMark Inc
46
AssetMark Inc
California
$563
HighTower Advisors
47
HighTower Advisors
Illinois
-$914K -104,127 Closed
Jane Street
48
Jane Street
New York
-$492K -56,055 Closed
1WM
49
1900 Wealth Management
Texas
-$296K -33,756 Closed
PA
50
PFG Advisors
Arizona
-$102K -11,567 Closed

SPFF Hedge Fund Activity: Q4 2023 in Review

47 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q4 2023, worth a combined $37.1M — down 6.9% from $39.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SPFF and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $1.28M. The largest seller was Wells Fargo, cutting an estimated $4.4M.

  • 47 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q4 2023, down from 48 in Q3 2023.
  • Funds reported $37.1M of Global X SuperIncome Preferred ETF stock for Q4 2023, down 6.9% quarter-over-quarter.
  • 5 funds opened new Global X SuperIncome Preferred ETF positions in Q4 2023 and 6 closed out, a net change of -1 holder.
  • The largest Global X SuperIncome Preferred ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.28M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q4 2023 was Wells Fargo, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2023.