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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$19.1M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$9.51M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.22M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$6.83M |
| 5 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$6.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$6.64M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
-$5.47M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.16M |
| 4 |
Morgan Stanley
New York
|
-$3.79M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Simplex Trading
Chicago,
Illinois
| – | -$15K | -810 | Closed |
|
|
IAIM
277
International Assets Investment Management
Orlando,
Florida
| – | -$15.3K | -779 | Closed |
|
|
LIA
278
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$11.9K | -603 | Closed |
|
|
MG
279
Mather Group
Chicago,
Illinois
| – | -$11.9K | -590 | Closed |
|
|
MA
280
MCF Advisors
Covington,
Kentucky
| – | -$10.3K | -523 | Closed |
|
|
TRCT
281
Tower Research Capital (TRC)
New York
| – | -$9.45K | -480 | Closed |
|
|
CP
282
Castleview Partners
Dallas,
Texas
| – | -$2.01K | -102 | Closed |
|
|
VAG
283
VisionPoint Advisory Group
Dallas,
Texas
| – | -$964 | -49 | Closed |
|
284
Citigroup
New York
| – | -$216 | -11 | Closed |
|
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.