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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
William Blair & Company
276
William Blair & Company
Illinois
$1.47K +$20 +1 +1%
RFG
277
REAP Financial Group
Texas
$1.39K +$59 +3 +4%
Fidelity Investments
278
Fidelity Investments
Massachusetts
$1.14K -$15.5K -790 -93%
PA
279
PSI Advisors
Florida
$842 -$23.7K -1,207 -96%
HIA
280
Harbor Investment Advisory
Maryland
$743 +$766 +39 New
WPA
281
West Paces Advisors
Georgia
$685 +$707 +36 New
CJH
282
Christopher J. Hasenberg
Wisconsin
$663
CFS
283
Compass Financial Services
Iowa
$660 +$687 +35 New
DWM
284
Darwin Wealth Management
Florida
$390
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$343 -$2.79K -142 -89%
VWM
286
Valley Wealth Managers
New Jersey
$125 +$20 +1 +17%
FDW
287
Fourth Dimension Wealth
Ohio
$114
DFA
288
DHJJ Financial Advisors
Illinois
$96
CAM
289
Creekmur Asset Management
Illinois
$16 -$20 -1 -50%
IAA
290
Independent Advisor Alliance
North Carolina
-$6.7M -343,330 Closed
QC
291
Quadrature Capital
United Kingdom
-$2.69M -137,745 Closed
Jane Street
292
Jane Street
New York
-$1.73M -88,594 Closed
LGW
293
Leslie Global Wealth
Illinois
-$1.29M -66,243 Closed
FCM
294
Fortis Capital Management
Washington
-$879K -45,075 Closed
HF
295
HRT Financial
New York
-$569K -29,167 Closed
IA
296
IFG Advisory
Georgia
-$438K -22,444 Closed
TC
297
Trilogy Capital
California
-$353K -18,109 Closed
AWS
298
Atria Wealth Solutions
New York
-$350K -17,955 Closed
VFA
299
Valeo Financial Advisors
Indiana
-$338K -17,322 Closed
PI
300
PFG Investments
New York
-$338K -17,317 Closed

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.