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Global X SuperIncome Preferred ETF

50 hedge funds and large institutions have $44.2M invested in Global X SuperIncome Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

23% more capital invested

Capital invested by funds: $36M → $44.2M (+$8.23M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4.55% more ownership

Funds ownership: 18.62%23.17% (+4.6%)

0% more funds holding

Funds holding: 5050 (0)

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.45M +$6M +666,912 +249%
LPL Financial
2
LPL Financial
California
$6.8M -$69.8K -7,756 -1%
SIS
3
Sound Income Strategies
Florida
$3.34M +$237K +26,325 +8%
Bank of America
4
Bank of America
North Carolina
$3.3M -$22.7K -2,524 -0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.77M +$502K +55,756 +22%
UBS Group
6
UBS Group
Switzerland
$2.55M -$404K -44,897 -14%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.49M +$379K +42,079 +18%
Morgan Stanley
8
Morgan Stanley
New York
$2.38M -$88.7K -9,857 -4%
MML Investors Services
9
MML Investors Services
Massachusetts
$2.26M +$238K +26,456 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.95M +$705K +78,366 +57%
HighTower Advisors
11
HighTower Advisors
Illinois
$852K +$213K +23,650 +33%
Creative Planning
12
Creative Planning
Kansas
$693K +$690K +76,666 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$628K +$28.6K +3,179 +5%
Jane Street
14
Jane Street
New York
$559K +$556K +61,813 New
NA
15
NewEdge Advisors
Louisiana
$513K +$139K +15,393 +37%
KWM
16
Kingsview Wealth Management
Oregon
$403K
DADC
17
D.A. Davidson & Co
Montana
$374K -$1.35K -150 -0.4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$350K +$348K +38,671 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$336K +$7.97K +886 +2%
1WM
20
1900 Wealth Management
Texas
$313K +$74.3K +8,256 +31%
AWM
21
AE Wealth Management
Kansas
$297K +$20.7K +2,301 +8%
EIP
22
Ellis Investment Partners
Pennsylvania
$267K +$1.69K +188 +0.6%
PA
23
PFG Advisors
Arizona
$223K +$32.1K +3,571 +17%
IWA
24
IVC Wealth Advisors
Pennsylvania
$207K -$13.5K -1,500 -6%
TCA
25
Transcend Capital Advisors
New Jersey
$184K +$2.48K +276 +1%

SPFF Hedge Fund Activity: Q2 2023 in Review

50 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q2 2023, worth a combined $44.2M — up 23% from $36M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPFF positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6M. The largest seller was UBS Group, cutting an estimated $404K.

  • 50 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $44.2M of Global X SuperIncome Preferred ETF stock for Q2 2023, up 23% quarter-over-quarter.
  • 7 funds opened new Global X SuperIncome Preferred ETF positions in Q2 2023 and 6 closed out, a net change of +1 holder.
  • The largest Global X SuperIncome Preferred ETF buyer in Q2 2023 was Wells Fargo, an estimated $6M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q2 2023 was UBS Group, an estimated $404K sold.

Based on aggregated 13F filings for Q2 2023.