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Global X US Preferred ETF
PFFD

Overview Fund Activity

290 hedge funds and large institutions have $1.21B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+26
Holders Change %
+9.85%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
47
Increased
119
Reduced
78
Closed
16
Calls
$339K
Puts
$53K
Net Calls
+$286K
Net Calls Change
+$279K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$160M
2
Bank of America
2
Bank of America
North Carolina
$121M
3
IAA
3
Independent Advisor Alliance
North Carolina
$6.7M
4
Lido Advisors
4
Lido Advisors
California
$26.5M
5
FSC
5
Full Sail Capital
Oklahoma
$26.7M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
OPAM
2
Ocean Park Asset Management
California
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NRG
276
Nemes Rush Group
Michigan
$2.48K +$39 +2 +2%
DAM
277
Delta Asset Management
Tennessee
$1.89K – – –
National Bank of Canada
278
National Bank of Canada
Quebec, Canada
$1.85K +$1.85K +95 New
William Blair & Company
279
William Blair & Company
Illinois
$1.48K +$20 +1 +1%
RFG
280
REAP Financial Group
Texas
$1.37K -$117 -6 -8%
FFA
281
Farther Finance Advisors
California
$1.09K -$39.6K -2,029 -97%
GI
282
GS Investments
Minnesota
$976 – – –
CJH
283
Christopher J. Hasenberg
Wisconsin
$683 – – –
BOJHT
284
Bank of Jackson Hole Trust
Wyoming
$644 +$644 +33 New
NS
285
NBC Securities
Alabama
$439 -$443K -22,205 -100%
DWM
286
Darwin Wealth Management
Florida
$390 – – –
VWM
287
Valley Wealth Managers
New Jersey
$126 – – –
FDW
288
Fourth Dimension Wealth
Ohio
$117 +$117 +6 New
DFA
289
DHJJ Financial Advisors
Illinois
$98 – – –
Citigroup
290
Citigroup
New York
$78 +$78 +4 New
CAM
291
Creekmur Asset Management
Illinois
$32 – – –
OWM
292
Orgel Wealth Management
Wisconsin
– -$46.4M -2,233,236 Closed
OPAM
293
Ocean Park Asset Management
California
– -$20.3M -978,700 Closed
Citadel Advisors
294
Citadel Advisors
Florida
– -$3.04M -146,410 Closed
Prudential Financial
295
Prudential Financial
New Jersey
– -$1.35M -65,011 Closed
BWP
296
Baldwin Wealth Partners
Massachusetts
– -$316K -15,189 Closed
ACI
297
Alpha Cubed Investments
California
– -$267K -12,841 Closed
CAM
298
Cresset Asset Management
Illinois
– -$250K -12,011 Closed
FTUS
299
Flow Traders U.S.
New York
– -$247K -11,882 Closed
RWA
300
Rooted Wealth Advisors
Illinois
– -$219K -10,655 Closed
9 10 11
12
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