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Global X SuperIncome Preferred ETF

42 hedge funds and large institutions have $29.9M invested in Global X SuperIncome Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.71% less ownership

Funds ownership: 22.05%18.34% (-3.7%)

11% less funds holding

Funds holding: 4742 (-5)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

19% less capital invested

Capital invested by funds: $37.1M → $29.9M (-$7.17M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.16M +$144K +15,336 +2%
SIS
2
Sound Income Strategies
Florida
$4.5M +$485K +51,805 +12%
Wells Fargo
3
Wells Fargo
California
$4.33M +$255K +27,194 +6%
Bank of America
4
Bank of America
North Carolina
$2.12M -$1.23M -131,010 -37%
Morgan Stanley
5
Morgan Stanley
New York
$1.78M -$1.78M -190,246 -50%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.74M +$183K +19,501 +12%
UBS Group
7
UBS Group
Switzerland
$1.62M -$61.8K -6,595 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$759K +$59K +6,296 +9%
Citadel Advisors
9
Citadel Advisors
Florida
$576K +$6.53K +697 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$527K -$488K -52,053 -48%
Osaic Holdings
11
Osaic Holdings
Arizona
$472K -$72.4K -7,728 -13%
RJA
12
Raymond James & Associates
Florida
$452K +$68.4K +7,295 +18%
NA
13
NewEdge Advisors
Louisiana
$445K -$46.6K -4,977 -10%
KWM
14
Kingsview Wealth Management
Oregon
$421K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$322K -$440 -47 -0.1%
EIP
16
Ellis Investment Partners
Pennsylvania
$303K +$1.95K +208 +0.7%
AWM
17
AE Wealth Management
Kansas
$269K -$27.4K -2,926 -9%
MML Investors Services
18
MML Investors Services
Massachusetts
$232K +$54K +5,767 +31%
GRP
19
Global Retirement Partners
California
$217K
TCA
20
Transcend Capital Advisors
New Jersey
$180K
ASN
21
Advisory Services Network
Georgia
$177K -$913K -97,477 -84%
MA
22
Mutual Advisors
Nebraska
$176K
MIA
23
MeadowBrook Investment Advisors
Michigan
$151K
ES
24
Eagle Strategies
New York
$142K +$141K +15,000 New
PA
25
Pinnacle Associates
New York
$132K

SPFF Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q1 2024, worth a combined $29.9M — down 19% from $37.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SPFF and 4 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 11 added.

The largest buyer was Sound Income Strategies, adding an estimated $485K. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $3.26M sold.

  • 42 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q1 2024, down from 47 in Q4 2023.
  • Funds reported $29.9M of Global X SuperIncome Preferred ETF stock for Q1 2024, down 19% quarter-over-quarter.
  • 4 funds opened new Global X SuperIncome Preferred ETF positions in Q1 2024 and 8 closed out, a net change of -4 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q1 2024 was Sound Income Strategies, an estimated $485K added.
  • The largest Global X SuperIncome Preferred ETF seller in Q1 2024 was Hennion & Walsh Asset Management, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2024.