We are live on ! Find out more
PFFD icon

Global X US Preferred ETF
PFFD

267 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 27 funds opening new positions, 125 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 77

19% more call options, than puts

Call options by funds: $44K | Put options by funds: $37K

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

11% more capital invested

Capital invested by funds: $1.12B → $1.24B (+$122M)

3% more funds holding

Funds holding: 259 → 267 (+8)

1% more ownership

Funds ownership: 48.56% → 49.56% (+1%)

Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
3.83%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
27
Increased
125
Reduced
77
Closed
15
Calls
$44K
Puts
$37K
Net Calls
+$7K
Net Calls Change
-$370K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$19.1M
2
OPAM
Ocean Park Asset Management
California
+$9.51M
3
Ameriprise
Ameriprise
Minnesota
+$7.22M
4
RSWM
Robertson Stephens Wealth Management
California
+$6.83M
5
MWM
Modern Wealth Management
Kansas
+$6.46M

Top Sellers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
-$6.64M
2
RA
Rational Advisors
New York
-$5.47M
3
UBS Group
UBS Group
Switzerland
-$5.16M
4
Morgan Stanley
Morgan Stanley
New York
-$3.79M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
251
Caldwell Trust
Florida
$6.05K -$4.21K -209 -42%
RF
252
Robinswood Financial
Washington
$5.82K – – –
WB
253
Webster Bank
Connecticut
$5.22K +$3.42K +170 +210%
CAS
254
Coppell Advisory Solutions
Texas
$3.54K +$1.33K +66 +64%
AA
255
Ancora Advisors
Ohio
$3.2K +$3.1K +154 New
AF
256
Advisornet Financial
Minnesota
$3.12K +$3.02K +150 New
NRG
257
Nemes Rush Group
Michigan
$2.52K – – –
WIM
258
Westside Investment Management
California
$2.08K – – –
DAM
259
Delta Asset Management
Tennessee
$2.02K – – –
RFG
260
REAP Financial Group
Texas
$1.58K +$60 +3 +4%
William Blair & Company
261
William Blair & Company
Illinois
$1.55K +$20 +1 +1%
GI
262
GS Investments
Minnesota
$1.04K – – –
CJH
263
Christopher J. Hasenberg
Wisconsin
$724 – – –
DWM
264
Darwin Wealth Management
Florida
$416 +$402 +20 New
VWM
265
Valley Wealth Managers
New Jersey
$132 – – –
Fidelity Investments
266
Fidelity Investments
Massachusetts
$125 -$60 -3 -33%
DFA
267
DHJJ Financial Advisors
Illinois
$104 – – –
CAM
268
Creekmur Asset Management
Illinois
$34 – – –
BAM
269
Belpointe Asset Management
Nevada
$5 – – –
IG
270
ING Group
Netherlands
– -$6.64M -337,600 Closed
HF
271
HRT Financial
New York
– -$627K -31,867 Closed
DWM
272
Drive Wealth Management
Utah
– -$397K -20,165 Closed
DWA
273
Delta Wealth Advisors
Indiana
– -$390K -19,806 Closed
Charles Schwab
274
Charles Schwab
California
– -$294K -14,930 Closed
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
– -$48.2K -2,450 Closed
8 9 10
11
12

PFFD Hedge Fund Activity: Q3 2024 in Review

267 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2024, worth a combined $1.24B — up 11% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFFD positions and 15 closed out — a net gain of 12 holders — while 125 added to existing stakes and 77 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.1M. The largest seller was ING Group, exiting entirely with an estimated $6.64M sold.

  • 267 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2024, up from 259 in Q2 2024.
  • Funds reported $1.24B of Global X US Preferred ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 27 funds opened new Global X US Preferred ETF positions in Q3 2024 and 15 closed out, a net change of +12 holders.
  • The largest Global X US Preferred ETF buyer in Q3 2024 was LPL Financial, an estimated $19.1M added.
  • The largest Global X US Preferred ETF seller in Q3 2024 was ING Group, an estimated $6.64M sold.

Based on aggregated 13F filings for Q3 2024.