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Global X US Preferred ETF
PFFD

293 hedge funds and large institutions have $1.22B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $339K | Put options by funds: $53K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

52% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 79

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

10% more funds holding

Funds holding: 267 → 293 (+26)

2.35% more ownership

Funds ownership: 49.56% → 51.91% (+2.3%)

2% less capital invested

Capital invested by funds: $1.24B → $1.22B (-$29M)

Holders
293
Holders Change
+26
Holders Change %
+9.74%
% 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
48
Increased
120
Reduced
79
Closed
17
Calls
$339K
Puts
$53K
Net Calls
+$286K
Net Calls Change
+$279K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$21.6M
2
Bank of America
Bank of America
North Carolina
+$16.4M
3
IAA
Independent Advisor Alliance
North Carolina
+$6.99M
4
Lido Advisors
Lido Advisors
California
+$6.1M
5
FSC
Full Sail Capital
Oklahoma
+$5.85M

Top Sellers

Rank Fund Capital Flow
1
OWM
Orgel Wealth Management
Wisconsin
-$46.4M
2
OPAM
Ocean Park Asset Management
California
-$20.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$7.34M
4
Morgan Stanley
Morgan Stanley
New York
-$5.57M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
301
Cresset Asset Management
Illinois
– -$250K -12,011 Closed
FTUS
302
Flow Traders U.S.
New York
– -$247K -11,882 Closed
RWA
303
Rooted Wealth Advisors
Illinois
– -$219K -10,655 Closed
LMKC
304
L.M. Kohn & Company
Ohio
– -$209K -10,048 Closed
JCM
305
Jacobsen Capital Management
Utah
– -$203K -9,747 Closed
BTI
306
Blue Trust Inc
Georgia
– -$49.2K -2,500 Closed
RIA
307
Realta Investment Advisors
Delaware
– -$31.7K -1,519 Closed
CIAS
308
Capital Investment Advisory Services
North Carolina
– -$16.2K -780 Closed
RF
309
Robinswood Financial
Washington
– -$5.82K -280 Closed
AF
310
Advisornet Financial
Minnesota
– -$3.12K -150 Closed
WIM
311
Westside Investment Management
California
– -$2.08K -100 Closed
9 10 11 12
13

PFFD Hedge Fund Activity: Q4 2024 in Review

293 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q4 2024, worth a combined $1.22B — down 2.3% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PFFD positions and 17 closed out — a net gain of 31 holders — while 120 added to existing stakes and 79 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.6M. The largest seller was Orgel Wealth Management, exiting entirely with an estimated $46.4M sold.

  • 293 institutional investors held Global X US Preferred ETF (PFFD) as of Q4 2024, up from 267 in Q3 2024.
  • Funds reported $1.22B of Global X US Preferred ETF stock for Q4 2024, down 2.3% quarter-over-quarter.
  • 48 funds opened new Global X US Preferred ETF positions in Q4 2024 and 17 closed out, a net change of +31 holders.
  • The largest Global X US Preferred ETF buyer in Q4 2024 was LPL Financial, an estimated $21.6M added.
  • The largest Global X US Preferred ETF seller in Q4 2024 was Orgel Wealth Management, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2024.