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Global X SuperIncome Preferred ETF

41 hedge funds and large institutions have $33.9M invested in Global X SuperIncome Preferred ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

17% more funds holding

Funds holding: 3541 (+6)

3.69% less ownership

Funds ownership: 17.97%14.27% (-3.7%)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

18% less capital invested

Capital invested by funds: $41.5M → $33.9M (-$7.57M)

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Aviance Capital Management
Florida
$17.5M -$2.9M -225,042 -14%
LPL Financial
2
LPL Financial
California
$1.65M +$181K +14,058 +12%
PAS
3
Partnervest Advisory Services
California
$1.61M +$78.5K +6,092 +5%
Bank of America
4
Bank of America
North Carolina
$1.29M -$821K -63,722 -39%
UBS Group
5
UBS Group
Switzerland
$1.2M +$388K +30,100 +48%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.15M +$576K +44,716 +100%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.01M -$62.4K -4,844 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$944K -$911K -70,721 -49%
CIAS
9
Capital Investment Advisory Services
North Carolina
$737K +$197K +15,267 +36%
Goldman Sachs
10
Goldman Sachs
New York
$694K +$697K +54,087 New
PA
11
Pinnacle Associates
New York
$580K -$2.71K -210 -0.5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$552K +$553K +42,966 New
Wells Fargo
13
Wells Fargo
California
$481K +$323K +25,053 +202%
Morgan Stanley
14
Morgan Stanley
New York
$464K -$285K -22,148 -38%
VKH
15
Virtu KCG Holdings
New York
$433K +$435K +33,744 New
ICOA
16
Investment Centers of America
North Dakota
$420K -$89.1K -6,914 -17%
CAS
17
Cue Advisory Services
Arizona
$416K +$417K +32,400 New
FIM
18
Freedom Investment Management
Connecticut
$410K -$12.7K -988 -3%
BCM
19
Bluefin Capital Management
New York
$403K +$404K +31,353 New
AWM
20
AE Wealth Management
Kansas
$273K +$38.4K +2,985 +16%
FAAS
21
First Allied Advisory Services
California
$227K -$7.08K -550 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$226K -$36.7K -2,850 -14%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$211K +$211K +16,400 New
AG
24
Advisor Group
Arizona
$170K +$68.5K +5,322 +67%
MML Investors Services
25
MML Investors Services
Massachusetts
$138K +$138K +10,713 New

SPFF Hedge Fund Activity: Q2 2017 in Review

41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q2 2017, worth a combined $33.9M — down 18% from $41.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPFF positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $697K. The largest seller was Gradient Investments, cutting an estimated $6.43M.

  • 41 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q2 2017, up from 35 in Q1 2017.
  • Funds reported $33.9M of Global X SuperIncome Preferred ETF stock for Q2 2017, down 18% quarter-over-quarter.
  • 8 funds opened new Global X SuperIncome Preferred ETF positions in Q2 2017 and 2 closed out, a net change of +6 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q2 2017 was Goldman Sachs, an estimated $697K added.
  • The largest Global X SuperIncome Preferred ETF seller in Q2 2017 was Gradient Investments, an estimated $6.43M sold.

Based on aggregated 13F filings for Q2 2017.