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Global X SuperIncome Preferred ETF

35 hedge funds and large institutions have $97M invested in Global X SuperIncome Preferred ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

111% more capital invested

Capital invested by funds: $45.9M → $97M (+$51.1M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11.45% more ownership

Funds ownership: 23.21%34.66% (+11%)

0% more funds holding

Funds holding: 3535 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
15
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Aviance Capital Management
Florida
$41.5M +$39.4M +2,694,813 +2,043%
MMA
2
Miracle Mile Advisors
California
$20.1M +$402K +27,506 +2%
JCM
3
Janney Capital Management
Pennsylvania
$8.48M +$8.46M +578,334 New
BFG
4
Bouchey Financial Group
New York
$6.76M +$290K +19,839 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.36M +$4.35M +297,376 New
GI
6
Gradient Investments
Minnesota
$2.54M +$215K +14,685 +9%
FIM
7
Freedom Investment Management
Connecticut
$2.04M -$582K -39,805 -22%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.77M +$53.8K +3,676 +3%
Jane Street
9
Jane Street
New York
$1.47M +$770K +52,608 +111%
Morgan Stanley
10
Morgan Stanley
New York
$1.43M -$395K -26,986 -22%
IPC
11
Independent Portfolio Consultants
Florida
$1.38M +$78.6K +5,372 +6%
PA
12
Pinnacle Associates
New York
$953K +$49.2K +3,365 +5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$923K +$922K +63,032 New
LPL Financial
14
LPL Financial
California
$756K -$134K -9,172 -15%
ICOA
15
Investment Centers of America
North Dakota
$436K +$16.1K +1,100 +4%
Bank of America
16
Bank of America
North Carolina
$379K -$176K -12,051 -32%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$359K +$43.6K +2,984 +14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$323K +$24.5K +1,676 +8%
GC
19
Guggenheim Capital
Illinois
$213K +$213K +14,540 New
KIA
20
KCM Investment Advisors
California
$200K +$24.8K +1,697 +14%
VIA
21
Vantage Investment Advisors
Pennsylvania
$177K +$88.1K +6,020 +100%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$137K +$33.7K +2,305 +33%
MFS
23
MSI Financial Services
Massachusetts
$99K +$99K +6,770 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$56K +$19.8K +1,351 +54%
AIG
25
American International Group
New York
$50.3K -$10.2K -695 -17%

SPFF Hedge Fund Activity: Q1 2015 in Review

35 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q1 2015, worth a combined $97M — up 111% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPFF positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Aviance Capital Management, adding an estimated $39.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.52M sold.

  • 35 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $97M of Global X SuperIncome Preferred ETF stock for Q1 2015, up 111% quarter-over-quarter.
  • 8 funds opened new Global X SuperIncome Preferred ETF positions in Q1 2015 and 7 closed out, a net change of +1 holder.
  • The largest Global X SuperIncome Preferred ETF buyer in Q1 2015 was Aviance Capital Management, an estimated $39.4M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q1 2015 was Goldman Sachs, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2015.