PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

224 hedge funds and large institutions have $985M invested in Global X US Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
38
Increased
97
Reduced
66
Closed
27
Calls
$1.06M
Puts
$270K
Net Calls
+$793K
Net Calls Change
+$526K

Top Buyers

1
AMG
Advisors Management Group
Wisconsin
+$13.3M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$11.8M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$11.2M
4
DK
David Kennon
Florida
+$4.32M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$4.29M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$45.7M
2
Cohen & Steers
Cohen & Steers
New York
-$23.2M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$14.5M
4
Jane Street
Jane Street
New York
-$13.7M
5
Bank of America
Bank of America
North Carolina
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
226
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$14.5M -750,000 Closed
Jane Street
227
Jane Street
New York
– -$13.7M -706,289 Closed
BEC
228
Blue Edge Capital
Virginia
– -$3.88M -200,411 Closed
SWA
229
Stratos Wealth Advisors
Ohio
– -$3.15M -162,725 Closed
AW
230
Alaethes Wealth
Nevada
– -$2.69M -138,796 Closed
TAM
231
Tocqueville Asset Management
New York
– -$2.68M -138,407 Closed
AI
232
Atria Investments
North Carolina
– -$2.44M -126,206 Closed
SSWM
233
Sheets Smith Wealth Management
North Carolina
– -$1.17M -60,339 Closed
SAM
234
SP Asset Management
California
– -$821K -42,394 Closed
CRWM
235
Castle Rock Wealth Management
California
– -$773K -35,988 Closed
LRWA
236
Long Run Wealth Advisors
New York
– -$446K -23,000 Closed
SC
237
Scotia Capital
Ontario, Canada
– -$374K -19,320 Closed
TSS
238
Two Sigma Securities
New York
– -$267K -13,790 Closed
DWT
239
Dorsey & Whitney Trust
South Dakota
– -$260K -13,405 Closed
SCI
240
Stableford Capital II
Arizona
– -$212K -10,352 Closed
PCM
241
Penserra Capital Management
California
– -$177K -9,189 Closed
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
– -$389K -6,510 Closed
MCC
243
Money Concepts Capital
Florida
– -$66.2K -3,416 Closed
AWM
244
Accurate Wealth Management
Florida
– -$65.5K -3,192 Closed
TWA
245
TCI Wealth Advisors
Arizona
– -$27.7K -1,430 Closed
FMII
246
Farmers & Merchants Investments Inc
Nebraska
– -$20.6K -1,065 Closed
MSCM
247
McElhenny Sheffield Capital Management
Texas
– -$15.3K -788 Closed
DWP
248
Destiny Wealth Partners
Florida
– -$6.61K -341 Closed
BFEC
249
Benjamin F. Edwards & Company
Missouri
– -$6K -322 Closed
FMP
250
Financial Management Professionals
Texas
– -$2K -123 Closed
7 8 9
10
11