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Global X SuperIncome Preferred ETF

26 hedge funds and large institutions have $17.2M invested in Global X SuperIncome Preferred ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

18% more funds holding

Funds holding: 2226 (+4)

9% more capital invested

Capital invested by funds: $15.8M → $17.2M (+$1.43M)

1.23% less ownership

Funds ownership: 13.21%11.98% (-1.2%)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
14
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Bouchey Financial Group
New York
$6.17M +$1.45M +97,208 +31%
GI
2
Gradient Investments
Minnesota
$1.9M +$626K +41,888 +49%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.46M +$193K +12,890 +15%
Morgan Stanley
4
Morgan Stanley
New York
$1.35M -$279K -18,623 -17%
IPC
5
Independent Portfolio Consultants
Florida
$1.3M +$1.31M +87,600 New
LPL Financial
6
LPL Financial
California
$821K +$456K +30,490 +121%
PA
7
Pinnacle Associates
New York
$663K +$160K +10,720 +32%
PI
8
Placemark Investments
Illinois
$605K +$50.1K +3,348 +9%
Bank of America
9
Bank of America
North Carolina
$596K -$169K -11,302 -22%
CAN
10
Cetera Advisor Networks
California
$435K +$5.37K +359 +1%
ICOA
11
Investment Centers of America
North Dakota
$385K +$44.4K +2,967 +13%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$356K +$84K +5,619 +31%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$226K +$227K +15,196 New
PFS
14
Prospera Financial Services
Texas
$211K +$25.2K +1,685 +13%
Ameriprise
15
Ameriprise
Minnesota
$198K +$23.2K +1,552 +13%
MMA
16
Miracle Mile Advisors
California
$192K +$193K +12,900 New
VIA
17
Vantage Investment Advisors
Pennsylvania
$89K +$34.7K +2,320 +63%
AIG
18
American International Group
New York
$61.3K
PTC
19
Private Trust Company
Ohio
$32K +$31.9K +2,130 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$30K
JWA
21
JFS Wealth Advisors
Pennsylvania
$27K +$27.2K +1,817 New
MHS
22
M Holdings Securities
Oregon
$24K +$23.9K +1,600 New
WCM
23
Westend Capital Management
California
$21K +$20.9K +1,400 New
CFN
24
Cordasco Financial Network
Florida
$20K
Citigroup
25
Citigroup
New York
$5K +$75 +5 +2%

SPFF Hedge Fund Activity: Q3 2014 in Review

26 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q3 2014, worth a combined $17.2M — up 9.1% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPFF positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was Bouchey Financial Group, adding an estimated $1.45M. The largest seller was Jane Street, exiting entirely with an estimated $1.05M sold.

  • 26 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q3 2014, up from 22 in Q2 2014.
  • Funds reported $17.2M of Global X SuperIncome Preferred ETF stock for Q3 2014, up 9.1% quarter-over-quarter.
  • 7 funds opened new Global X SuperIncome Preferred ETF positions in Q3 2014 and 3 closed out, a net change of +4 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q3 2014 was Bouchey Financial Group, an estimated $1.45M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q3 2014 was Jane Street, an estimated $1.05M sold.

Based on aggregated 13F filings for Q3 2014.