We are live on ! Find out more
SPFF icon

Global X SuperIncome Preferred ETF

46 hedge funds and large institutions have $38.7M invested in Global X SuperIncome Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

25% more capital invested

Capital invested by funds: $31M → $38.7M (+$7.76M)

3.27% more ownership

Funds ownership: 15.99%19.25% (+3.3%)

2% less funds holding

Funds holding: 4746 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.01M +$537K +51,856 +6%
GI
2
Gradient Investments
Minnesota
$4.25M +$4.44M +428,708 +240,847%
Bank of America
3
Bank of America
North Carolina
$4M -$876K -84,612 -17%
UBS Group
4
UBS Group
Switzerland
$3.96M +$40.5K +3,907 +1%
Morgan Stanley
5
Morgan Stanley
New York
$2.98M +$2.43M +235,113 +358%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.16M +$1.22M +117,883 +118%
SIS
7
Sound Income Strategies
Florida
$1.87M +$275K +26,609 +16%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.76M -$28.2K -2,724 -2%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$1.66M +$52K +5,024 +3%
Wells Fargo
10
Wells Fargo
California
$1.54M +$1.08M +104,308 +204%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$535K -$58.1K -5,613 -9%
CAN
12
Cetera Advisor Networks
California
$478K -$127K -12,258 -20%
PA
13
Pinnacle Associates
New York
$441K
KWM
14
Kingsview Wealth Management
Oregon
$441K +$462K +44,595 New
DADC
15
D.A. Davidson & Co
Montana
$378K +$41.7K +4,030 +12%
IWA
16
IVC Wealth Advisors
Pennsylvania
$347K -$20.7K -2,000 -5%
1WM
17
1900 Wealth Management
Texas
$296K +$29.6K +2,856 +11%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$294K +$3.8K +367 +1%
OMC
19
Old Mission Capital
Illinois
$279K +$292K +28,200 New
EIP
20
Ellis Investment Partners
Pennsylvania
$244K +$27.3K +2,633 +12%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$231K +$8.28K +800 +4%
TCA
22
Transcend Capital Advisors
New Jersey
$188K
AWM
23
AE Wealth Management
Kansas
$186K +$195K +18,809 New
CF
24
Centaurus Financial
California
$171K +$179K +17,300 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$157K

SPFF Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q3 2022, worth a combined $38.7M — up 25% from $31M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SPFF and 6 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 15 added.

The largest buyer was Gradient Investments, adding an estimated $4.44M. The largest seller was Bank of America, cutting an estimated $876K.

  • 46 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q3 2022, down from 47 in Q2 2022.
  • Funds reported $38.7M of Global X SuperIncome Preferred ETF stock for Q3 2022, up 25% quarter-over-quarter.
  • 6 funds opened new Global X SuperIncome Preferred ETF positions in Q3 2022 and 7 closed out, a net change of -1 holder.
  • The largest Global X SuperIncome Preferred ETF buyer in Q3 2022 was Gradient Investments, an estimated $4.44M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q3 2022 was Bank of America, an estimated $876K sold.

Based on aggregated 13F filings for Q3 2022.