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Global X US Preferred ETF

288 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $910K | Put options by funds: $394K

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

0.01% more ownership

Funds ownership: 51.91%51.93% (+0.01%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.22B → $1.16B (-$54.1M)

2% less funds holding

Funds holding: 293288 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
24
Increased
121
Reduced
96
Closed
25
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
251
American Capital Advisory
Idaho
$13.2K
HI
252
Harbour Investments
Wisconsin
$13K
AIP
253
Ameritas Investment Partners
Nebraska
$11.5K +$2.06K +105 +21%
CA
254
CoreCap Advisors
Michigan
$10.4K -$9.58K -488 -47%
WB
255
Webster Bank
Connecticut
$10K +$2.04K +104 +25%
NWMP
256
Noble Wealth Management PBC
Colorado
$9.52K +$9.82K +500 New
CT
257
Caldwell Trust
Florida
$9.48K
CCM
258
Coldstream Capital Management
Washington
$9.35K +$9.64K +491 New
FGA
259
Fortis Group Advisors
New Jersey
$7.14K
RIA
260
Realta Investment Advisors
Delaware
$6.96K +$7.19K +366 New
KWM
261
Kiker Wealth Management
Georgia
$6.93K +$7.15K +364 New
EWA
262
EverSource Wealth Advisors
Alabama
$5.75K -$19.5K -995 -77%
S
263
Sachetta
Massachusetts
$5.71K
RI
264
Ridgewood Investments
New Jersey
$5.64K -$5.81K -296 -50%
SWM
265
Spire Wealth Management
Virginia
$5.25K +$5.42K +276 New
Citigroup
266
Citigroup
New York
$4.84K +$4.91K +250 +6,250%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$4.32K +$4.46K +227 New
PSFG
268
Park Square Financial Group
Georgia
$3.87K
WSFS
269
Wilmington Savings Fund Society
Delaware
$3.73K +$3.85K +196 New
T
270
Transce3nd
Texas
$3.58K -$1.47K -75 -29%
AA
271
Ancora Advisors
Ohio
$2.93K
NRG
272
Nemes Rush Group
Michigan
$2.45K +$39 +2 +2%
NC
273
North Capital
Utah
$1.87K +$1.92K +98 New
DAM
274
Delta Asset Management
Tennessee
$1.85K
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$1.81K

PFFD Hedge Fund Activity: Q1 2025 in Review

288 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2025, worth a combined $1.16B — down 4.5% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PFFD and 24 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 121 added.

The largest buyer was Global X Japan, adding an estimated $9.13M. The largest seller was LPL Financial, cutting an estimated $49.6M.

  • 288 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2025, down from 293 in Q4 2024.
  • Funds reported $1.16B of Global X US Preferred ETF stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 24 funds opened new Global X US Preferred ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest Global X US Preferred ETF buyer in Q1 2025 was Global X Japan, an estimated $9.13M added.
  • The largest Global X US Preferred ETF seller in Q1 2025 was LPL Financial, an estimated $49.6M sold.

Based on aggregated 13F filings for Q1 2025.