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Global X SuperIncome Preferred ETF

47 hedge funds and large institutions have $37.1M invested in Global X SuperIncome Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.36% less ownership

Funds ownership: 22.41%22.05% (-0.36%)

2% less funds holding

Funds holding: 4847 (-1)

7% less capital invested

Capital invested by funds: $39.8M → $37.1M (-$2.74M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $521K

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
15
Closed
6
Calls
Puts
$521K
Net Calls
-$521K
Net Calls Change
-$521K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.74M -$262K -30,174 -4%
Wells Fargo
2
Wells Fargo
California
$3.91M -$4.4M -507,265 -54%
SIS
3
Sound Income Strategies
Florida
$3.85M +$224K +25,802 +6%
Morgan Stanley
4
Morgan Stanley
New York
$3.43M +$1.28M +147,283 +64%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.26M +$520K +59,925 +20%
Bank of America
6
Bank of America
North Carolina
$3.22M -$159K -18,261 -5%
UBS Group
7
UBS Group
Switzerland
$1.62M -$47.1K -5,427 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.49M -$449K -51,708 -24%
ASN
9
Advisory Services Network
Georgia
$1.05M +$14.8K +1,704 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$979K +$919K +105,793 +5,188%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$767K +$333K +38,311 +83%
OMC
12
Old Mission Capital
Illinois
$746K +$713K +82,105 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$672K +$24.6K +2,835 +4%
Citadel Advisors
14
Citadel Advisors
Florida
$546K -$719K -82,757 -58%
Osaic Holdings
15
Osaic Holdings
Arizona
$523K -$52.3K -6,024 -9%
DADC
16
D.A. Davidson & Co
Montana
$494K +$39.3K +4,523 +9%
NA
17
NewEdge Advisors
Louisiana
$472K -$31.1K -3,577 -6%
KWM
18
Kingsview Wealth Management
Oregon
$404K
RJA
19
Raymond James & Associates
Florida
$368K +$148K +17,082 +73%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$309K -$12.6K -1,451 -4%
AWM
21
AE Wealth Management
Kansas
$295K -$13.8K -1,592 -5%
EIP
22
Ellis Investment Partners
Pennsylvania
$289K +$18.4K +2,121 +7%
GRP
23
Global Retirement Partners
California
$212K +$9 +1 +0%
TCA
24
Transcend Capital Advisors
New Jersey
$173K
MML Investors Services
25
MML Investors Services
Massachusetts
$170K -$313K -36,061 -66%

SPFF Hedge Fund Activity: Q4 2023 in Review

47 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q4 2023, worth a combined $37.1M — down 6.9% from $39.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SPFF and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $1.28M. The largest seller was Wells Fargo, cutting an estimated $4.4M.

  • 47 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q4 2023, down from 48 in Q3 2023.
  • Funds reported $37.1M of Global X SuperIncome Preferred ETF stock for Q4 2023, down 6.9% quarter-over-quarter.
  • 5 funds opened new Global X SuperIncome Preferred ETF positions in Q4 2023 and 6 closed out, a net change of -1 holder.
  • The largest Global X SuperIncome Preferred ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.28M added.
  • The largest Global X SuperIncome Preferred ETF seller in Q4 2023 was Wells Fargo, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2023.