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Global X US Preferred ETF
PFFD

Overview Fund Activity

262 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
3.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
52
Increased
77
Reduced
100
Closed
22
Calls
$889K
Puts
$266K
Net Calls
+$623K
Net Calls Change
+$387K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
LPL Financial
2
LPL Financial
California
$89M
3
Bank of America
3
Bank of America
North Carolina
$109M
4
OMC
4
Old Mission Capital
Illinois
$7.78M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.13M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$34.1M
2
FAM
2
Flaharty Asset Management
Florida
$25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.4M
4
Lido Advisors
4
Lido Advisors
California
$19.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
251
Farther Finance Advisors
California
$1.13K +$1.13K +58 New
BTI
252
Blue Trust Inc
Georgia
$1K +$1K +33 New
T
253
Tidemark
California
$932 +$932 +48 New
FFA
254
Frazier Financial Advisors
Ohio
$602 +$602 +31 New
AAP
255
Arax Advisory Partners
Colorado
$214 +$214 +11 New
FWM
256
Focused Wealth Management
New York
$136 – – –
AWM
257
Atticus Wealth Management
Florida
$118 -$48.9K -2,486 -100%
VWM
258
Valley Wealth Managers
New Jersey
$117 +$117 +6 New
Fidelity Investments
259
Fidelity Investments
Massachusetts
$116 -$39 -2 -25%
DFA
260
DHJJ Financial Advisors
Illinois
$97 – – –
CAM
261
Creekmur Asset Management
Illinois
$65 +$65 +3 New
OLVIG
262
Oliver Lagore Vanvalin Investment Group
Michigan
$58 – – –
Citigroup
263
Citigroup
New York
$19 -$285 -15 -94%
CM
264
Columbus Macro
Pennsylvania
– -$2.25M -119,791 Closed
GFG
265
Goldstone Financial Group
Illinois
– -$975K -51,834 Closed
BWP
266
Balboa Wealth Partners
Arizona
– -$520K -27,662 Closed
TC
267
TAGStone Capital
North Carolina
– -$421K -22,386 Closed
EW
268
Evoke Wealth
California
– -$389K -20,694 Closed
MMA
269
Miracle Mile Advisors
California
– -$350K -18,601 Closed
FFWM
270
Future Financial Wealth Management
Ohio
– -$347K -18,458 Closed
CFS
271
Commonwealth Financial Services
West Virginia
– -$297K -15,816 Closed
Truist Financial
272
Truist Financial
North Carolina
– -$228K -12,112 Closed
DAM
273
Derbend Asset Management
Georgia
– -$210K -11,142 Closed
HF
274
HRT Financial
New York
– -$204K -10,889 Closed
AAM
275
Advisors Asset Management
Colorado
– -$57K -3,032 Closed
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