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Global X US Preferred ETF
PFFD

Overview Fund Activity

290 hedge funds and large institutions have $1.21B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+26
Holders Change %
+9.85%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
47
Increased
119
Reduced
78
Closed
16
Calls
$339K
Puts
$53K
Net Calls
+$286K
Net Calls Change
+$279K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$160M
2
Bank of America
2
Bank of America
North Carolina
$121M
3
IAA
3
Independent Advisor Alliance
North Carolina
$6.7M
4
Lido Advisors
4
Lido Advisors
California
$26.5M
5
FSC
5
Full Sail Capital
Oklahoma
$26.7M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
OPAM
2
Ocean Park Asset Management
California
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$127K – – –
FFWM
227
Future Financial Wealth Management
Ohio
$123K – – –
WCM
228
Winthrop Capital Management
Indiana
$118K -$2.14K -110 -2%
GWSG
229
GPS Wealth Strategies Group
Colorado
$117K +$24.8K +1,269 +27%
GSWM
230
Golden State Wealth Management
California
$114K +$114K +5,861 New
HR
231
Howe & Rusling
New York
$102K +$6.15K +315 +6%
WTC
232
WhitTier Trust Company
Nevada
$95.8K – – –
EPW
233
Endeavor Private Wealth
Kansas
$91.4K +$91.4K +4,661 New
CA
234
Continuum Advisory
Idaho
$91.1K – – –
Qube Research & Technologies (QRT)
235
Qube Research & Technologies (QRT)
United Kingdom
$79.6K -$23K -1,181 -22%
PB
236
Pinnacle Bancorp
Nebraska
$78.2K – – –
OCM
237
Orion Capital Management
California
$74.1K +$74.1K +3,800 New
HGERS
238
Householder Group Estate & Retirement Specialist
Arizona
$68K -$82.1K -4,256 -55%
AWM
239
Angeles Wealth Management
California
$59.6K +$59.6K +3,054 New
ACA
240
Aptus Capital Advisors
Alabama
$58.1K +$27.4K +1,398 +89%
UB
241
UMB Bank
Missouri
$57.8K – – –
GWM
242
Geneos Wealth Management
Colorado
$49.6K – – –
VWM
243
Vermillion Wealth Management
Minnesota
$48.5K +$48.5K +2,485 New
GWSA
244
Global Wealth Strategies & Associates
Colorado
$41.3K – – –
NMG
245
New Millennium Group
Utah
$35.1K -$117 -6 -0.3%
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$33.6K – – –
RWM
247
Rialto Wealth Management
New York
$30.6K +$30.6K +1,566 New
AF
248
Allworth Financial
California
$28.8K – – –
EWA
249
EverSource Wealth Advisors
Alabama
$25.3K -$527 -27 -2%
PA
250
PSI Advisors
Florida
$24.4K +$24.4K +1,251 New
8 9
10
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