PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

236 hedge funds and large institutions have $1.06B invested in Global X US Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+15
Holders Change %
+6.79%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
36
Increased
92
Reduced
73
Closed
19
Calls
$307K
Puts
$71K
Net Calls
+$236K
Net Calls Change
-$208K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$77M
2
Creative Planning
Creative Planning
Kansas
$15.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$4.62M
4
FGAM
Financial Gravity Asset Management
Texas
$3.25M
5
AIP
Ameritas Investment Partners
Nebraska
$5.45M

Top Sellers

1
BFS
Bard Financial Services
Connecticut
$0
2
Lido Advisors
Lido Advisors
California
$24.4M
3
Wells Fargo
Wells Fargo
California
$110M
4
TYCC
Texas Yale Capital Corp
Florida
$969K
5
RA
Rational Advisors
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
226
National Bank of Canada
Quebec, Canada
$2.69K +$2.69K +145 New
William Blair & Company
227
William Blair & Company
Illinois
$2.55K -$139K -7,358 -98%
NRG
228
Nemes Rush Group
Michigan
$2.35K – – –
WB
229
Webster Bank
Connecticut
$1.88K – – –
DAM
230
Delta Asset Management
Tennessee
$1.83K – – –
PA
231
Parallel Advisors
California
$715 – – –
SCA
232
Stonebridge Capital Advisors
Minnesota
$407 – – –
Citigroup
233
Citigroup
New York
$301 +$132 +7 +78%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$151 -$19 -1 -11%
FWM
235
Focused Wealth Management
New York
$132 – – –
DFA
236
DHJJ Financial Advisors
Illinois
$95 +$95 +5 New
OLVIG
237
Oliver Lagore Vanvalin Investment Group
Michigan
$56 +$56 +3 New
BFS
238
Bard Financial Services
Connecticut
– -$8.44M -435,075 Closed
BCM
239
Brookstone Capital Management
Illinois
– -$1.07M -56,162 Closed
PG
240
Prostatis Group
Maryland
– -$138K -27,769 Closed
LWM
241
Laidlaw Wealth Management
New York
– -$369K -19,019 Closed
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
– -$363K -18,716 Closed
CAM
243
Cresset Asset Management
Illinois
– -$355K -18,300 Closed
Renaissance Technologies
244
Renaissance Technologies
New York
– -$272K -14,020 Closed
RWM
245
RBA Wealth Management
California
– -$260K -13,416 Closed
AFG
246
Albion Financial Group
Utah
– -$216K -11,150 Closed
FA
247
FDx Advisors
Illinois
– -$206K -10,604 Closed
AG
248
Ascent Group
Virginia
– -$204K -10,587 Closed
FCA
249
FLC Capital Advisors
California
– -$204K -10,545 Closed
WCG
250
Weaver Consulting Group
California
– -$202K -10,441 Closed
7 8 9
10
11