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Global X SuperIncome Preferred ETF

22 hedge funds and large institutions have $15.8M invested in Global X SuperIncome Preferred ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

122% more capital invested

Capital invested by funds: $7.1M → $15.8M (+$8.65M)

47% more funds holding

Funds holding: 1522 (+7)

4.94% more ownership

Funds ownership: 8.27%13.21% (+4.9%)

Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Bouchey Financial Group
New York
$4.8M +$4.77M +317,920 New
Morgan Stanley
2
Morgan Stanley
New York
$1.65M +$70.1K +4,667 +4%
GI
3
Gradient Investments
Minnesota
$1.3M +$527K +35,066 +69%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.28M -$69.1K -4,601 -5%
Jane Street
5
Jane Street
New York
$1.05M +$1.04M +69,468 New
FIM
6
Freedom Investment Management
Connecticut
$922K +$918K +61,107 New
VKH
7
Virtu KCG Holdings
New York
$912K +$908K +60,464 New
Bank of America
8
Bank of America
North Carolina
$776K +$203K +13,525 +36%
PI
9
Placemark Investments
Illinois
$564K +$79K +5,263 +16%
PA
10
Pinnacle Associates
New York
$512K +$509K +33,900 New
CAN
11
Cetera Advisor Networks
California
$439K +$16.2K +1,082 +4%
LPL Financial
12
LPL Financial
California
$380K -$98K -6,530 -21%
ICOA
13
Investment Centers of America
North Dakota
$346K +$23.7K +1,579 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$277K +$122K +8,156 +80%
PFS
15
Prospera Financial Services
Texas
$189K -$1.5K -100 -0.8%
Ameriprise
16
Ameriprise
Minnesota
$178K +$22.1K +1,469 +14%
AIG
17
American International Group
New York
$62.2K -$2.93K -195 -5%
VIA
18
Vantage Investment Advisors
Pennsylvania
$56K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$30K +$30K +2,000 New
CFN
20
Cordasco Financial Network
Florida
$20K +$20K +1,335 New
Citigroup
21
Citigroup
New York
$5K +$75 +5 +2%
Creative Planning
22
Creative Planning
Kansas
$2K +$1.5K +100 New
FNBOO
23
First National Bank of Omaha
Nebraska
-$507K -33,695 Closed

SPFF Hedge Fund Activity: Q2 2014 in Review

22 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q2 2014, worth a combined $15.8M — up 122% from $7.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPFF positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $4.77M. The largest seller was First National Bank of Omaha, exiting entirely with an estimated $507K sold.

  • 22 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q2 2014, up from 15 in Q1 2014.
  • Funds reported $15.8M of Global X SuperIncome Preferred ETF stock for Q2 2014, up 122% quarter-over-quarter.
  • 8 funds opened new Global X SuperIncome Preferred ETF positions in Q2 2014 and 1 closed out, a net change of +7 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q2 2014 was Bouchey Financial Group, an estimated $4.77M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q2 2014 was First National Bank of Omaha, an estimated $507K sold.

Based on aggregated 13F filings for Q2 2014.