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Global X US Preferred ETF
PFFD

Overview Fund Activity

282 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

Holders
282
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
31
Increased
101
Reduced
101
Closed
30
Calls
$384K
Puts
–
Net Calls
+$384K
Net Calls Change
-$132K

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$131M
2
NYLIM
2
New York Life Investment Management
New York
$34.8M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$9.21M
4
Wells Fargo
4
Wells Fargo
California
$51.8M
5
GXJ
5
Global X Japan
Japan
$66.7M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$588K
2
LPL Financial
2
LPL Financial
California
$78.5M
3
FAM
3
Flaharty Asset Management
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$107M
5
MWM
5
Modern Wealth Management
Kansas
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$131M 6,963,093 +6,963,093 New
Bank of America
2
Bank of America
North Carolina
$107M 5,665,148 -738,945 -12%
Morgan Stanley
3
Morgan Stanley
New York
$84.2M 4,472,337 +166,613 +4%
LPL Financial
4
LPL Financial
California
$78.5M 4,170,782 -1,505,094 -27%
GXJ
5
Global X Japan
Japan
$66.7M 3,540,531 +367,420 +12%
Wells Fargo
6
Wells Fargo
California
$51.8M 2,751,174 +402,392 +17%
NYLIM
7
New York Life Investment Management
New York
$34.8M 1,848,925 +1,569,805 +562%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$30.9M 1,642,627 +209,405 +15%
Lido Advisors
9
Lido Advisors
California
$28.9M 1,537,167 +45,043 +3%
FSC
10
Full Sail Capital
Oklahoma
$26.3M 1,396,074 -30,792 -2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$25.3M 1,345,912 +19,870 +1%
SOWBOCOPL
12
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$25.3M 1,341,305 – –
RA
13
Rational Advisors
New York
$20.8M 1,102,418 +8,471 +0.8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$20.2M 1,072,979 +119,844 +13%
UBS Group
15
UBS Group
Switzerland
$20.2M 1,071,466 +152,864 +17%
Creative Planning
16
Creative Planning
Kansas
$19.3M 1,027,036 -4,262 -0.4%
Raymond James Financial
17
Raymond James Financial
Florida
$18.7M 994,780 -61,558 -6%
TPW
18
Tiller Private Wealth
Pennsylvania
$17.8M 947,579 -20,106 -2%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$17.3M 919,000 – –
AssetMark Inc
20
AssetMark Inc
California
$15.9M 845,138 +33,139 +4%
Ameriprise
21
Ameriprise
Minnesota
$15.2M 813,408 +63,029 +8%
SEI Investments
22
SEI Investments
Pennsylvania
$14.4M 764,477 +183,876 +32%
SPIA
23
Steward Partners Investment Advisory
New York
$12M 635,671 +32,581 +5%
CI
24
Conning Inc
Connecticut
$10.9M 580,200 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$10.6M 560,892 -156,687 -22%
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