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Global X SuperIncome Preferred ETF

40 hedge funds and large institutions have $28.2M invested in Global X SuperIncome Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $27.5M → $28.2M (+$745K)

4.78% less ownership

Funds ownership: 18.56%13.78% (-4.8%)

11% less funds holding

Funds holding: 4540 (-5)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.41M -$128K -13,578 -2%
SIS
2
Sound Income Strategies
Florida
$5.23M +$214K +22,756 +4%
Bank of America
3
Bank of America
North Carolina
$2.06M -$125K -13,259 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.74M -$55.9K -5,949 -3%
UBS Group
5
UBS Group
Switzerland
$1.5M -$6.65K -707 -0.5%
Morgan Stanley
6
Morgan Stanley
New York
$1.45M +$35K +3,720 +3%
Wells Fargo
7
Wells Fargo
California
$1.43M -$353K -37,565 -20%
PWM
8
Perigon Wealth Management
California
$1.09M +$28.9K +3,075 +3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$712K -$66.2K -7,036 -9%
RJA
10
Raymond James & Associates
Florida
$598K +$109K +11,550 +23%
Jane Street
11
Jane Street
New York
$587K +$37.7K +4,011 +7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$553K -$121K -12,884 -19%
NA
13
NewEdge Advisors
Louisiana
$499K +$38.2K +4,057 +9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$324K -$5.38K -572 -2%
EIP
15
Ellis Investment Partners
Pennsylvania
$310K -$7.05K -750 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$308K +$83.8K +8,912 +39%
AWM
17
AE Wealth Management
Kansas
$290K +$25.6K +2,720 +10%
GRP
18
Global Retirement Partners
California
$238K +$14.1K +1,500 +7%
MML Investors Services
19
MML Investors Services
Massachusetts
$230K -$4.6K -489 -2%
TCA
20
Transcend Capital Advisors
New Jersey
$185K
MA
21
Mutual Advisors
Nebraska
$180K
ASN
22
Advisory Services Network
Georgia
$172K
CWM
23
Cornerstone Wealth Management
Missouri
$129K +$19.7K +2,095 +19%
Comerica Bank
24
Comerica Bank
Texas
$127K
PA
25
Pinnacle Associates
New York
$126K

SPFF Hedge Fund Activity: Q3 2024 in Review

40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X SuperIncome Preferred ETF (SPFF) for Q3 2024, worth a combined $28.2M — up 2.7% from $27.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SPFF and 1 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 11 added.

The largest buyer was Sound Income Strategies, adding an estimated $214K. The largest seller was Wells Fargo, cutting an estimated $353K.

  • 40 institutional investors held Global X SuperIncome Preferred ETF (SPFF) as of Q3 2024, down from 45 in Q2 2024.
  • Funds reported $28.2M of Global X SuperIncome Preferred ETF stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 1 fund opened new Global X SuperIncome Preferred ETF positions in Q3 2024 and 6 closed out, a net change of -5 holders.
  • The largest Global X SuperIncome Preferred ETF buyer in Q3 2024 was Sound Income Strategies, an estimated $214K added.
  • The largest Global X SuperIncome Preferred ETF seller in Q3 2024 was Wells Fargo, an estimated $353K sold.

Based on aggregated 13F filings for Q3 2024.