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Global X SuperIncome Preferred ETF

42 hedge funds and large institutions have $30.6M invested in Global X SuperIncome Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

4% more capital invested

Capital invested by funds: $29.6M → $30.6M (+$1.04M)

0.35% less ownership

Funds ownership: 14.35%14.01% (-0.35%)

14% less funds holding

Funds holding: 4942 (-7)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
42
Holders Change
-7
Holders Change %
-14.29%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
18
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.27M +$2.06M +172,350 +29%
Bank of America
2
Bank of America
North Carolina
$4.6M +$479K +40,072 +12%
UBS Group
3
UBS Group
Switzerland
$4.54M +$197K +16,514 +5%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.21M +$161K +13,445 +8%
Wells Fargo
5
Wells Fargo
California
$2.15M +$473K +39,543 +29%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.49M +$221K +18,502 +18%
Morgan Stanley
7
Morgan Stanley
New York
$745K +$29.1K +2,433 +4%
IWA
8
IVC Wealth Advisors
Pennsylvania
$617K -$100K -8,369 -14%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$607K +$22.2K +1,858 +4%
DADC
10
D.A. Davidson & Co
Montana
$539K +$153K +12,780 +40%
Osaic Holdings
11
Osaic Holdings
Arizona
$415K -$61.5K -5,146 -13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$372K +$189K +15,777 +105%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$353K +$168K +14,081 +93%
PA
14
Pinnacle Associates
New York
$300K
RJA
15
Raymond James & Associates
Florida
$253K +$22.3K +1,863 +10%
CFG
16
Cooper Financial Group
California
$234K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$217K -$83.1K -6,951 -28%
MA
18
Mutual Advisors
Nebraska
$202K
EIP
19
Ellis Investment Partners
Pennsylvania
$171K +$58.3K +4,874 +52%
FFWM
20
Future Financial Wealth Management
Ohio
$139K
GG
21
GenWealth Group
New Jersey
$128K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$125K -$12K -1,004 -9%
FIM
23
Freedom Investment Management
Connecticut
$124K +$3.38K +283 +3%
HI
24
Harbour Investments
Wisconsin
$114K -$160K -13,385 -59%
CFGS
25
Concourse Financial Group Securities
Alabama
$108K +$2.46K +206 +2%

SPFF Hedge Fund Activity: Q2 2021 in Review

42 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q2 2021, worth a combined $30.6M — up 3.5% from $29.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SPFF and 1 opened new positions — a net loss of 7 holders — while 7 trimmed existing stakes and 18 added.

The largest buyer was LPL Financial, adding an estimated $2.06M. The largest seller was Capital Asset Advisory Services, exiting entirely with an estimated $816K sold.

  • 42 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q2 2021, down from 49 in Q1 2021.
  • Funds reported $30.6M of Global X SuperIncome Preferred ETF stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 1 fund opened new Global X SuperIncome Preferred ETF positions in Q2 2021 and 8 closed out, a net change of -7 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q2 2021 was LPL Financial, an estimated $2.06M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q2 2021 was Capital Asset Advisory Services, an estimated $816K sold.

Based on aggregated 13F filings for Q2 2021.