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Global X US Preferred ETF
PFFD

Overview Fund Activity

251 hedge funds and large institutions have $1.17B invested in Global X US Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-11
Holders Change %
-4.2%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
27
Increased
112
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

1
LPL Financial
LPL Financial
California
$111M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.93M
3
QAM
Q3 Asset Management
Michigan
$5.73M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.66M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$15.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$95.5M
2
CSIA
Charles Schwab Investment Advisory
California
$412K
3
Bank of America
Bank of America
North Carolina
$89.9M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
5
RA
Rational Advisors
New York
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$15.1K +$11K +543 +272%
ACA
227
American Capital Advisory
Idaho
$13.8K – – –
FGAM
228
Financial Gravity Asset Management
Texas
$13.1K -$20.7K -1,029 -61%
VDBMI
229
Van Den Berg Management I
Texas
$12.1K – – –
RG
230
Retirement Group
California
$12K +$141 +7 +1%
AA
231
AlphaMark Advisors
Kentucky
$10K – – –
TRCT
232
Tower Research Capital (TRC)
New York
$9.68K – – –
William Blair & Company
233
William Blair & Company
Illinois
$8.59K +$2.56K +127 +42%
FGA
234
Fortis Group Advisors
New Jersey
$7.56K -$7.56K -375 -50%
MRCM
235
M&R Capital Management
New Jersey
$7.56K – – –
SA
236
SRH Advisors
Kansas
$7K +$7K +347 New
BTI
237
Blue Trust Inc
Georgia
$5.46K +$4.8K +238 +721%
PMFA
238
Plante Moran Financial Advisors
Michigan
$3.13K -$43.6K -2,164 -93%
NRG
239
Nemes Rush Group
Michigan
$2.52K – – –
CP
240
Castleview Partners
Texas
$2.03K +$40 +2 +2%
DAM
241
Delta Asset Management
Tennessee
$1.96K – – –
Fidelity Investments
242
Fidelity Investments
Massachusetts
$1.77K +$1.65K +82 +1,367%
RFG
243
REAP Financial Group
Texas
$1.47K -$2.36K -117 -62%
CWM
244
CarsonAllaria Wealth Management
Illinois
$1.39K +$1.39K +69 New
FFA
245
Farther Finance Advisors
California
$1.17K – – –
GI
246
GS Investments
Minnesota
$1.01K -$6.65K -330 -87%
VAG
247
VisionPoint Advisory Group
Texas
$978 +$978 +49 New
WB
248
Webster Bank
Connecticut
$403 +$403 +20 New
VWM
249
Valley Wealth Managers
New Jersey
$124 – – –
DFA
250
DHJJ Financial Advisors
Illinois
$101 – – –
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