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Global X SuperIncome Preferred ETF

52 hedge funds and large institutions have $41.6M invested in Global X SuperIncome Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

13% more funds holding

Funds holding: 4652 (+6)

7% more capital invested

Capital invested by funds: $38.7M → $41.6M (+$2.86M)

1.55% more ownership

Funds ownership: 19.25%20.8% (+1.6%)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.05M -$1.56M -160,967 -18%
IAIM
2
International Assets Investment Management
Florida
$5.1M +$3.01M +309,442 New
GI
3
Gradient Investments
Minnesota
$4.18M +$146K +15,070 +4%
Bank of America
4
Bank of America
North Carolina
$3.33M -$495K -50,988 -13%
UBS Group
5
UBS Group
Switzerland
$3.15M -$638K -65,694 -16%
SIS
6
Sound Income Strategies
Florida
$2.98M +$1.24M +127,446 +68%
Wells Fargo
7
Wells Fargo
California
$2.56M +$1.13M +116,314 +75%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.99M +$318K +32,741 +18%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$1.7M +$127K +13,049 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.63M -$432K -44,404 -20%
Morgan Stanley
11
Morgan Stanley
New York
$1.41M -$1.47M -151,541 -50%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$887K +$390K +40,112 +74%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$619K +$412K +42,413 +182%
KWM
14
Kingsview Wealth Management
Oregon
$420K -$49 -5 -0%
PA
15
Pinnacle Associates
New York
$401K -$19.4K -2,000 -4%
DADC
16
D.A. Davidson & Co
Montana
$380K +$21.4K +2,200 +6%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$357K +$368K +37,885 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$335K +$56.9K +5,850 +20%
IWA
19
IVC Wealth Advisors
Pennsylvania
$330K
AWM
20
AE Wealth Management
Kansas
$325K +$153K +15,761 +84%
EIP
21
Ellis Investment Partners
Pennsylvania
$264K +$32.8K +3,373 +14%
1WM
22
1900 Wealth Management
Texas
$248K -$35.2K -3,627 -12%
CAN
23
Cetera Advisor Networks
California
$199K -$264K -27,154 -56%
PA
24
PFG Advisors
Arizona
$183K +$75.9K +7,814 +67%
TCA
25
Transcend Capital Advisors
New Jersey
$179K

SPFF Hedge Fund Activity: Q4 2022 in Review

52 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q4 2022, worth a combined $41.6M — up 7.4% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SPFF positions and 4 closed out — a net gain of 8 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $3.01M. The largest seller was LPL Financial, cutting an estimated $1.56M.

  • 52 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $41.6M of Global X SuperIncome Preferred ETF stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 12 funds opened new Global X SuperIncome Preferred ETF positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q4 2022 was International Assets Investment Management, an estimated $3.01M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q4 2022 was LPL Financial, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2022.