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Global X SuperIncome Preferred ETF

49 hedge funds and large institutions have $29.6M invested in Global X SuperIncome Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

22% more capital invested

Capital invested by funds: $24.4M → $29.6M (+$5.24M)

9% more funds holding

Funds holding: 4549 (+4)

2.07% more ownership

Funds ownership: 12.28%14.35% (+2.1%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.08M +$1.45M +123,387 +26%
UBS Group
2
UBS Group
Switzerland
$4.28M +$415K +35,259 +11%
Bank of America
3
Bank of America
North Carolina
$4.05M +$446K +37,872 +12%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.01M +$1.99M +169,323 New
Wells Fargo
5
Wells Fargo
California
$1.65M +$435K +36,929 +36%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.24M +$96K +8,152 +8%
CAAS
7
Capital Asset Advisory Services
Michigan
$816K +$808K +68,658 New
IWA
8
IVC Wealth Advisors
Pennsylvania
$707K -$62.9K -5,344 -8%
Morgan Stanley
9
Morgan Stanley
New York
$705K +$136K +11,514 +24%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$576K -$14.7K -1,245 -3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$559K +$209K +17,766 +61%
IAIM
12
International Assets Investment Management
Florida
$547K +$180K +15,270 +142%
Osaic Holdings
13
Osaic Holdings
Arizona
$471K +$10.1K +855 +2%
GG
14
Golden Green
South Carolina
$453K -$657K -55,843 -59%
DADC
15
D.A. Davidson & Co
Montana
$379K +$375K +31,891 New
KAS
16
Kestra Advisory Services
Texas
$346K -$26.4K -2,240 -7%
Goldman Sachs
17
Goldman Sachs
New York
$324K +$659 +56 +0.2%
PA
18
Pinnacle Associates
New York
$296K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$296K +$35.7K +3,029 +14%
HI
20
Harbour Investments
Wisconsin
$272K +$269K +22,851 New
CFG
21
Cooper Financial Group
California
$231K
RJA
22
Raymond James & Associates
Florida
$227K -$3.48K -296 -2%
MA
23
Mutual Advisors
Nebraska
$199K -$36.8K -3,126 -16%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$180K +$178K +15,142 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$179K -$38.2K -3,247 -18%

SPFF Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q1 2021, worth a combined $29.6M — up 22% from $24.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPFF positions and 2 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.45M. The largest seller was Royal Bank of Canada, cutting an estimated $1.04M.

  • 49 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $29.6M of Global X SuperIncome Preferred ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 6 funds opened new Global X SuperIncome Preferred ETF positions in Q1 2021 and 2 closed out, a net change of +4 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q1 2021 was LPL Financial, an estimated $1.45M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2021.