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Global X SuperIncome Preferred ETF

37 hedge funds and large institutions have $52.5M invested in Global X SuperIncome Preferred ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

3% more funds holding

Funds holding: 3637 (+1)

0% less capital invested

Capital invested by funds: $52.7M → $52.5M (-$201K)

2.36% less ownership

Funds ownership: 26.56%24.2% (-2.4%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Aviance Capital Management
Florida
$29.5M -$1.18M -87,719 -4%
GI
2
Gradient Investments
Minnesota
$5.21M +$798K +59,446 +18%
Morgan Stanley
3
Morgan Stanley
New York
$4.19M +$1.63M +121,456 +65%
Bank of America
4
Bank of America
North Carolina
$2.44M +$2.24M +166,778 +1,283%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.05M +$56.2K +4,186 +3%
PAS
6
Partnervest Advisory Services
California
$1.33M +$136K +10,143 +12%
LPL Financial
7
LPL Financial
California
$1.17M -$1.94M -144,233 -62%
Jane Street
8
Jane Street
New York
$742K -$578K -43,036 -44%
FIM
9
Freedom Investment Management
Connecticut
$649K -$113K -8,452 -15%
PA
10
Pinnacle Associates
New York
$648K -$23.4K -1,740 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$570K -$1.82M -135,905 -76%
GC
12
Guggenheim Capital
Illinois
$564K -$98.8K -7,362 -15%
ICOA
13
Investment Centers of America
North Dakota
$498K +$19K +1,416 +4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$470K +$108K +8,057 +30%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$415K +$9.44K +703 +2%
MLIC
16
Mandatum Life Insurance Company
Finland
$373K
ASN
17
Advisory Services Network
Georgia
$316K +$281K +20,902 +858%
MFS
18
MSI Financial Services
Massachusetts
$269K +$42.5K +3,168 +19%
WP
19
WealthPLAN Partners
Nebraska
$199K +$197K +14,654 New
FAAS
20
First Allied Advisory Services
California
$198K +$195K +14,506 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$182K +$4.7K +350 +3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$122K +$13.4K +1,000 +13%
VIA
23
Vantage Investment Advisors
Pennsylvania
$96K
Citigroup
24
Citigroup
New York
$51K +$50.3K +3,750 New
IA
25
IFP Advisors
Florida
$43K -$20.3K -1,509 -32%

SPFF Hedge Fund Activity: Q2 2016 in Review

37 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q2 2016, worth a combined $52.5M — down 0.38% from $52.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPFF positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $2.24M. The largest seller was LPL Financial, cutting an estimated $1.94M.

  • 37 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q2 2016, up from 36 in Q1 2016.
  • Funds reported $52.5M of Global X SuperIncome Preferred ETF stock for Q2 2016, down 0.38% quarter-over-quarter.
  • 6 funds opened new Global X SuperIncome Preferred ETF positions in Q2 2016 and 4 closed out, a net change of +2 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q2 2016 was Bank of America, an estimated $2.24M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q2 2016 was LPL Financial, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2016.