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Global X US Preferred ETF
PFFD

Overview Fund Activity

264 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
3.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
124
Reduced
75
Closed
14
Calls
$44K
Puts
$37K
Net Calls
+$7K
Net Calls Change
-$370K

Top Buyers

1
LPL Financial
LPL Financial
California
$148M
2
OPAM
Ocean Park Asset Management
California
$20.3M
3
Ameriprise
Ameriprise
Minnesota
$10.3M
4
RSWM
Robertson Stephens Wealth Management
California
$7.05M
5
MWM
Modern Wealth Management
Kansas
$6.67M

Top Sellers

1
IG
ING Group
Netherlands
$0
2
RA
Rational Advisors
New York
$25.2M
3
UBS Group
UBS Group
Switzerland
$13.3M
4
Morgan Stanley
Morgan Stanley
New York
$95.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
251
Coppell Advisory Solutions
Texas
$3.54K +$1.38K +66 +64%
AA
252
Ancora Advisors
Ohio
$3.2K +$3.2K +154 New
AF
253
Advisornet Financial
Minnesota
$3.12K +$3.12K +150 New
NRG
254
Nemes Rush Group
Michigan
$2.52K – – –
WIM
255
Westside Investment Management
California
$2.08K – – –
DAM
256
Delta Asset Management
Tennessee
$2.02K – – –
RFG
257
REAP Financial Group
Texas
$1.58K +$62 +3 +4%
William Blair & Company
258
William Blair & Company
Illinois
$1.56K +$21 +1 +1%
GI
259
GS Investments
Minnesota
$1.04K – – –
CJH
260
Christopher J. Hasenberg
Wisconsin
$724 – – –
DWM
261
Darwin Wealth Management
Florida
$416 +$416 +20 New
VWM
262
Valley Wealth Managers
New Jersey
$132 – – –
Fidelity Investments
263
Fidelity Investments
Massachusetts
$125 -$62 -3 -33%
DFA
264
DHJJ Financial Advisors
Illinois
$104 – – –
CAM
265
Creekmur Asset Management
Illinois
$34 – – –
BAM
266
Belpointe Asset Management
Nevada
$5 – – –
IG
267
ING Group
Netherlands
– -$6.64M -337,600 Closed
HF
268
HRT Financial
New York
– -$627K -31,867 Closed
DWM
269
Drive Wealth Management
Utah
– -$397K -20,165 Closed
Charles Schwab
270
Charles Schwab
California
– -$294K -14,930 Closed
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
– -$48.2K -2,450 Closed
Simplex Trading
272
Simplex Trading
Illinois
– -$15K -810 Closed
IAIM
273
International Assets Investment Management
Florida
– -$15.3K -779 Closed
LIA
274
Lynx Investment Advisory
District of Columbia
– -$11.9K -603 Closed
MG
275
Mather Group
Illinois
– -$11.9K -590 Closed
8 9 10
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