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Global X US Preferred ETF
PFFD

Overview Fund Activity

254 hedge funds and large institutions have $1.12B invested in Global X US Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 110 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
110
Reduced
76
Closed
22
Calls
$403K
Puts
$26K
Net Calls
+$377K
Net Calls Change
-$77K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$103M
2
LPL Financial
2
LPL Financial
California
$122M
3
OPAM
3
Ocean Park Asset Management
California
$9.96M
4
IG
4
ING Group
Netherlands
$6.64M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$16.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$50.1M
2
KBFS
2
Kohmann Bosshard Financial Services
Ohio
$2.83M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$323K
4
Mariner
4
Mariner
Kansas
$4.17M
5
AIP
5
Ameritas Investment Partners
Nebraska
$11.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
251
Fidelity Investments
Massachusetts
$177 -$1.55K -79 -90%
VWM
252
Valley Wealth Managers
New Jersey
$123 – – –
DFA
253
DHJJ Financial Advisors
Illinois
$99 – – –
CAM
254
Creekmur Asset Management
Illinois
$31 – – –
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$20 +$20 +1 New
GI
256
Gradient Investments
Minnesota
$8 – – –
QAM
257
Q3 Asset Management
Michigan
– -$5.73M -284,292 Closed
CSIA
258
Charles Schwab Investment Advisory
California
– -$412K -20,417 Closed
KWM
259
Kingsview Wealth Management
Oregon
– -$403K -20,004 Closed
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
– -$344K -17,086 Closed
NFG
261
Nations Financial Group
Iowa
– -$343K -16,993 Closed
PWM
262
Prosperity Wealth Management
California
– -$317K -15,742 Closed
AWA
263
Arkadios Wealth Advisors
Georgia
– -$294K -14,573 Closed
KFGK
264
Keystone Financial Group (Kentucky)
Kentucky
– -$235K -11,675 Closed
CA
265
Claro Advisors
Massachusetts
– -$233K -11,570 Closed
JWCA
266
J.W. Cole Advisors
Florida
– -$203K -10,090 Closed
LMKC
267
L.M. Kohn & Company
Ohio
– -$203K -10,048 Closed
FFWM
268
Future Financial Wealth Management
Ohio
– -$149K -7,405 Closed
IGWM
269
ICA Group Wealth Management
Colorado
– -$125K -6,219 Closed
FAM
270
Family Asset Management
South Carolina
– -$98.3K -4,877 Closed
CT
271
Colonial Trust
South Carolina
– -$94.4K -4,682 Closed
BFEC
272
Benjamin F. Edwards & Company
Missouri
– -$46K -2,279 Closed
AF
273
Advisornet Financial
Minnesota
– -$39.8K -1,972 Closed
BlackRock
274
BlackRock
New York
– -$29.4K -1,458 Closed
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
– -$15.1K -743 Closed
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