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Global X US Preferred ETF
PFFD

Overview Fund Activity

221 hedge funds and large institutions have $1.04B invested in Global X US Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
28
Increased
101
Reduced
70
Closed
30
Calls
$461K
Puts
$17K
Net Calls
+$444K
Net Calls Change
-$349K

Top Buyers

1
KW
KWB Wealth
California
$8.83M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$8.74M
3
Bank of America
Bank of America
North Carolina
$49.8M
4
Wells Fargo
Wells Fargo
California
$117M
5
AC
AlphaCore Capital
California
$4.17M

Top Sellers

1
MIM
Morningstar Investment Management
Illinois
$0
2
ST
Sageworth Trust
Pennsylvania
$0
3
MFG
Merit Financial Group
Georgia
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.37M
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
226
International Assets Investment Management
Florida
– -$2.32M -109,652 Closed
FIA
227
Foundations Investment Advisors
Arizona
– -$1.92M -96,535 Closed
QAM
228
Q3 Asset Management
Michigan
– -$1.09M -54,639 Closed
AWM
229
Activest Wealth Management
Florida
– -$657K -33,156 Closed
BAM
230
Belpointe Asset Management
Nevada
– -$601K -30,264 Closed
LSA
231
L & S Advisors
California
– -$362K -18,231 Closed
FA
232
Fermata Advisors
California
– -$340K -17,121 Closed
BOSSRA
233
B.O.S.S. Retirement Advisors
Utah
– -$316K -15,909 Closed
BWP
234
Balboa Wealth Partners
Arizona
– -$263K -13,267 Closed
FTUS
235
Flow Traders U.S.
New York
– -$253K -12,725 Closed
BCM
236
BlueCrest Capital Management
Jersey
– -$243K -12,237 Closed
Stifel Financial
237
Stifel Financial
Missouri
– -$241K -12,126 Closed
GSC
238
G&S Capital
Colorado
– -$215K -10,839 Closed
FAM
239
Family Asset Management
South Carolina
– -$214K -10,785 Closed
HAS
240
HBW Advisory Services
California
– -$204K -10,260 Closed
Simplex Trading
241
Simplex Trading
Illinois
– -$149K -7,503 Closed
FCA
242
Fortis Capital Advisors
Kansas
– -$115K -5,797 Closed
AWA
243
Arete Wealth Advisors
Illinois
– -$372K -5,006 Closed
NFSG
244
Newbridge Financial Services Group
Florida
– -$27.9K -1,405 Closed
WAM
245
Worth Asset Management
Texas
– -$19.9K -1,000 Closed
AAS
246
Ameritas Advisory Services
Nebraska
– -$19.9K -1,000 Closed
AWM
247
Ameliora Wealth Management
Switzerland
– -$18.7K -940 Closed
BTI
248
Blue Trust Inc
Georgia
– -$11K -567 Closed
GI
249
Gradient Investments
Minnesota
– -$10.2K -515 Closed
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
– -$8.94K -450 Closed
7 8 9
10
11