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Global X SuperIncome Preferred ETF

43 hedge funds and large institutions have $22.9M invested in Global X SuperIncome Preferred ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1.17% less ownership

Funds ownership: 12.13%10.96% (-1.2%)

14% less capital invested

Capital invested by funds: $26.7M → $22.9M (-$3.84M)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Aviance Capital Management
Florida
$9.06M -$901K -74,888 -9%
Bank of America
2
Bank of America
North Carolina
$1.81M -$6.46K -537 -0.4%
LPL Financial
3
LPL Financial
California
$1.72M -$102K -8,444 -6%
UBS Group
4
UBS Group
Switzerland
$1.71M +$61.5K +5,116 +4%
FIM
5
Freedom Investment Management
Connecticut
$1.1M +$95.9K +7,969 +9%
AAMA
6
Advanced Asset Management Advisors
Ohio
$1.06M +$1.07M +89,110 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$910K -$386K -32,058 -30%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$585K -$246K -20,482 -29%
PA
9
Pinnacle Associates
New York
$481K +$156 +13 +0%
Wells Fargo
10
Wells Fargo
California
$433K -$354K -29,434 -45%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$432K -$86.7K -7,207 -16%
Jane Street
12
Jane Street
New York
$389K -$469K -38,950 -54%
CIAS
13
Capital Investment Advisory Services
North Carolina
$339K -$460K -38,196 -57%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$317K +$65.7K +5,460 +26%
Morgan Stanley
15
Morgan Stanley
New York
$275K -$18.2K -1,514 -6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$219K +$70.6K +5,867 +47%
YMRC
17
Yorktown Management & Research Company
Virginia
$195K +$197K +16,400 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$177K -$60 -5 -0%
VF
19
Virtu Financial
New York
$167K +$47.5K +3,945 +39%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$162K +$5.82K +484 +4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$161K -$932K -77,500 -85%
HPC
22
Hobart Private Capital
North Carolina
$135K -$7.05K -586 -5%
AG
23
Advisor Group
Arizona
$134K -$12.9K -1,075 -9%
VAM
24
Visionary Asset Management
Texas
$131K +$133K +11,086 New
CF
25
Centaurus Financial
California
$124K +$125K +10,389 New

SPFF Hedge Fund Activity: Q1 2018 in Review

43 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q1 2018, worth a combined $22.9M — down 14% from $26.7M a quarter earlier.

Fund positioning in SPFF was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 8 added to existing stakes and 17 trimmed.

The largest buyer was Advanced Asset Management Advisors, opening a new position worth an estimated $1.07M. The largest seller was Susquehanna International Group, cutting an estimated $932K.

  • 43 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $22.9M of Global X SuperIncome Preferred ETF stock for Q1 2018, down 14% quarter-over-quarter.
  • 7 funds opened new Global X SuperIncome Preferred ETF positions in Q1 2018 and 7 closed out, a net change of 0 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q1 2018 was Advanced Asset Management Advisors, an estimated $1.07M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q1 2018 was Susquehanna International Group, an estimated $932K sold.

Based on aggregated 13F filings for Q1 2018.