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Global X SuperIncome Preferred ETF

45 hedge funds and large institutions have $27.5M invested in Global X SuperIncome Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

7% more funds holding

Funds holding: 4245 (+3)

0.23% more ownership

Funds ownership: 18.34%18.56% (+0.23%)

8% less capital invested

Capital invested by funds: $29.9M → $27.5M (-$2.45M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.13M +$154K +16,826 +2%
SIS
2
Sound Income Strategies
Florida
$4.73M +$352K +38,412 +8%
Bank of America
3
Bank of America
North Carolina
$2.07M +$8.07K +880 +0.4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.7M +$5.36K +584 +0.3%
Wells Fargo
5
Wells Fargo
California
$1.7M -$2.51M -273,798 -60%
UBS Group
6
UBS Group
Switzerland
$1.43M -$151K -16,461 -10%
Morgan Stanley
7
Morgan Stanley
New York
$1.34M -$393K -42,907 -23%
PWM
8
Perigon Wealth Management
California
$1,000K +$995K +108,545 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$738K -$1.65K -180 -0.2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$641K +$638K +69,632 New
Jane Street
11
Jane Street
New York
$517K +$515K +56,188 New
RJA
12
Raymond James & Associates
Florida
$459K +$18.1K +1,976 +4%
NA
13
NewEdge Advisors
Louisiana
$434K +$651 +71 +0.2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$311K -$1.89K -206 -0.6%
EIP
15
Ellis Investment Partners
Pennsylvania
$300K +$4.54K +495 +2%
KWM
16
Kingsview Wealth Management
Oregon
$281K -$128K -14,000 -31%
AWM
17
AE Wealth Management
Kansas
$249K -$12.5K -1,368 -5%
MML Investors Services
18
MML Investors Services
Massachusetts
$222K -$4.18K -456 -2%
GRP
19
Global Retirement Partners
California
$211K +$9 +1 +0%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$209K -$303K -33,083 -59%
TCA
21
Transcend Capital Advisors
New Jersey
$175K
MA
22
Mutual Advisors
Nebraska
$173K
ASN
23
Advisory Services Network
Georgia
$172K +$83 +9 +0%
PA
24
Pinnacle Associates
New York
$128K
Comerica Bank
25
Comerica Bank
Texas
$120K

SPFF Hedge Fund Activity: Q2 2024 in Review

45 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q2 2024, worth a combined $27.5M — down 8.2% from $29.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPFF positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Perigon Wealth Management, opening a new position worth an estimated $995K. The largest seller was Wells Fargo, cutting an estimated $2.51M.

  • 45 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q2 2024, up from 42 in Q1 2024.
  • Funds reported $27.5M of Global X SuperIncome Preferred ETF stock for Q2 2024, down 8.2% quarter-over-quarter.
  • 7 funds opened new Global X SuperIncome Preferred ETF positions in Q2 2024 and 4 closed out, a net change of +3 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q2 2024 was Perigon Wealth Management, an estimated $995K added.
  • The largest Global X SuperIncome Preferred ETF seller in Q2 2024 was Wells Fargo, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2024.