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Global X US Preferred ETF
PFFD

Overview Fund Activity

89 hedge funds and large institutions have $296M invested in Global X US Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
23
Increased
34
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$37.8M
2
RJA
Raymond James & Associates
Florida
$6.94M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.9M
4
Morgan Stanley
Morgan Stanley
New York
$7.69M
5
William Blair & Company
William Blair & Company
Illinois
$3.3M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$36.5M
2
GI
Gradient Investments
Minnesota
$37K
3
PFO
Pathstone Family Office
New Jersey
$517K
4
AssetMark Inc
AssetMark Inc
California
$18.8M
5
IAA
Ironsides Asset Advisors
North Carolina
$2.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.25M +$2.01M +85,721 +841%
NGA
27
Naples Global Advisors
Florida
$1.61M +$537K +22,868 +50%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.49M +$1.49M +63,285 New
LPL Financial
29
LPL Financial
California
$1.49M +$98.5K +4,192 +7%
SAM
30
Stringer Asset Management
Tennessee
$1.4M +$1.4M +59,654 New
ACA
31
Aptus Capital Advisors
Alabama
$1.37M +$1.41K +60 +0.1%
UCFA
32
United Capital Financial Advisors
Texas
$1.31M -$153K -6,507 -10%
FCM
33
Fortis Capital Management
Washington
$1.29M +$61.5K +2,619 +5%
ANTB
34
AMG National Trust Bank
Colorado
$1.28M +$1.28M +54,625 New
RA
35
Rational Advisors
New York
$1.21M -$70.5K -3,000 -5%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.15M -$27.4K -1,167 -2%
DSC
37
Duncker Streett & Co
Missouri
$1.1M +$525K +22,366 +92%
MA
38
Mutual Advisors
Nebraska
$1.03M +$90.6K +3,854 +10%
GI
39
GS Investments
Minnesota
$970K +$447 +19 +0%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$913K -$913K – –
CAN
41
Cetera Advisor Networks
California
$802K +$802K +34,114 New
PGAM
42
Princeton Global Asset Management
New Jersey
$794K +$9.3K +396 +1%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$764K +$764K +32,517 New
CW
44
CreativeOne Wealth
Kansas
$750K +$119K +5,088 +19%
SWA
45
Stratos Wealth Advisors
Ohio
$688K +$688K +29,258 New
AF
46
Advisornet Financial
Minnesota
$664K +$57.9K +2,463 +10%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$660K +$660K +28,091 New
RF
48
RHS Financial
California
$644K -$656K -27,947 -50%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$640K -$467K -19,865 -42%
RIG
50
Roosevelt Investment Group
New York
$623K +$623K +26,499 New
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