Global X US Preferred ETF
PFFD
288 hedge funds and large institutions have $1.26B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 29 closing their positions.
8% more capital invested
Capital invested by funds: $1.16B → $1.26B (+$94.9M)
3.38% more ownership
Funds ownership: 51.93% → 55.31% (+3.4%)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
2% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 102
0% more funds holding
Funds holding: 288 → 288 (0)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$130M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$29.3M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$9.11M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.5M |
| 5 |
GXJ
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$29.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$28M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$13.8M |
| 4 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$10.2M |
| 5 |
KW
KWB Wealth
Redlands,
California
|
-$6.9M |
PFFD Hedge Fund Activity: Q2 2025 in Review
288 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2025, worth a combined $1.26B — up 8.2% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PFFD positions and 29 closed out — a net gain of 2 holders — while 104 added to existing stakes and 102 trimmed.
The largest buyer was Orgel Wealth Management, opening a new position worth an estimated $130M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $29.1M.
- 288 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $1.26B of Global X US Preferred ETF stock for Q2 2025, up 8.2% quarter-over-quarter.
- 31 funds opened new Global X US Preferred ETF positions in Q2 2025 and 29 closed out, a net change of +2 holders.
- The largest Global X US Preferred ETF buyer in Q2 2025 was Orgel Wealth Management, an estimated $130M added.
- The largest Global X US Preferred ETF seller in Q2 2025 was Hennion & Walsh Asset Management, an estimated $29.1M sold.
Based on aggregated 13F filings for Q2 2025.