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Global X SuperIncome Preferred ETF

45 hedge funds and large institutions have $37.3M invested in Global X SuperIncome Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

22% more capital invested

Capital invested by funds: $30.6M → $37.3M (+$6.67M)

7% more funds holding

Funds holding: 4245 (+3)

1.8% more ownership

Funds ownership: 14.01%15.81% (+1.8%)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.4M +$3.21M +266,838 +35%
Bank of America
2
Bank of America
North Carolina
$5.7M +$1.14M +95,130 +25%
UBS Group
3
UBS Group
Switzerland
$5.03M +$529K +44,020 +12%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.19M +$5.19K +432 +0.2%
Wells Fargo
5
Wells Fargo
California
$2.07M -$59.3K -4,934 -3%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.66M +$192K +15,999 +13%
IAIM
7
International Assets Investment Management
Florida
$1.43M +$810K +67,389 New
DADC
8
D.A. Davidson & Co
Montana
$782K +$249K +20,685 +46%
Morgan Stanley
9
Morgan Stanley
New York
$750K +$11.4K +946 +2%
IWA
10
IVC Wealth Advisors
Pennsylvania
$607K -$4.6K -383 -0.7%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$533K -$68.7K -5,714 -11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$424K +$75.2K +6,257 +21%
Osaic Holdings
13
Osaic Holdings
Arizona
$412K +$637 +53 +0.2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$350K -$18.5K -1,535 -5%
RJA
15
Raymond James & Associates
Florida
$302K +$51.6K +4,295 +21%
PA
16
Pinnacle Associates
New York
$298K
EIP
17
Ellis Investment Partners
Pennsylvania
$239K +$69.4K +5,777 +41%
CFG
18
Cooper Financial Group
California
$232K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$213K -$2.15K -179 -1%
MA
20
Mutual Advisors
Nebraska
$200K
FIM
21
Freedom Investment Management
Connecticut
$176K +$52.8K +4,396 +43%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$149K +$150K +12,486 New
FFWM
23
Future Financial Wealth Management
Ohio
$139K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$138K +$14.4K +1,200 +12%
GG
25
GenWealth Group
New Jersey
$127K

SPFF Hedge Fund Activity: Q3 2021 in Review

45 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q3 2021, worth a combined $37.3M — up 22% from $30.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPFF positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.21M. The largest seller was Centaurus Financial, exiting entirely with an estimated $105K sold.

  • 45 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q3 2021, up from 42 in Q2 2021.
  • Funds reported $37.3M of Global X SuperIncome Preferred ETF stock for Q3 2021, up 22% quarter-over-quarter.
  • 5 funds opened new Global X SuperIncome Preferred ETF positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q3 2021 was LPL Financial, an estimated $3.21M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q3 2021 was Centaurus Financial, an estimated $105K sold.

Based on aggregated 13F filings for Q3 2021.