We are live on ! Find out more
PFFD icon

Global X US Preferred ETF
PFFD

98 hedge funds and large institutions have $331M invested in Global X US Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

12% more capital invested

Capital invested by funds: $296M → $331M (+$34.8M)

10% more funds holding

Funds holding: 89 → 98 (+9)

3.32% less ownership

Funds ownership: 48.18% → 44.86% (-3.3%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
21
Increased
45
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$17.9M
2
Morgan Stanley
Morgan Stanley
New York
+$5.71M
3
MMA
Miracle Mile Advisors
California
+$2.78M
4
HCIA
Hochman Cole Investment Advisors
Illinois
+$2.72M
5
WWM
WT Wealth Management
Arizona
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
JIP
JBJ Investment Partners
South Carolina
-$19.1M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$2.07M
3
CM
Columbus Macro
Pennsylvania
-$1.75M
4
CSIA
Charles Schwab Investment Advisory
California
-$1.4M
5
FAAS
First Allied Advisory Services
California
-$995K
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
26
Miracle Mile Advisors
California
$2.81M +$2.78M +113,461 New
RA
27
Rational Advisors
New York
$2.39M +$1.1M +44,970 +87%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.27M -$108K -4,404 -5%
WWM
29
WT Wealth Management
Arizona
$2.2M +$2.18M +89,004 New
NGA
30
Naples Global Advisors
Florida
$1.75M +$57.6K +2,349 +3%
SEI Investments
31
SEI Investments
Pennsylvania
$1.74M +$1.73M +70,741 New
DSC
32
Duncker Streett & Co
Missouri
$1.64M +$475K +19,400 +42%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.53M – – –
SAM
34
Stringer Asset Management
Tennessee
$1.53M +$52.3K +2,135 +4%
FCM
35
Fortis Capital Management
Washington
$1.44M +$76.2K +3,111 +6%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.41M +$194K +7,915 +16%
SWA
37
Stratos Wealth Advisors
Ohio
$1.36M +$625K +25,501 +87%
ANTB
38
AMG National Trust Bank
Colorado
$1.35M – – –
CW
39
CreativeOne Wealth
Kansas
$1.28M +$487K +19,868 +62%
RF
40
RHS Financial
California
$1.28M +$591K +24,129 +88%
SI
41
Stephens Inc
Arkansas
$1.24M +$1.23M +50,160 New
ACA
42
Atlas Capital Advisors
Wyoming
$1.12M +$1M +40,945 +913%
CAN
43
Cetera Advisor Networks
California
$1.11M +$258K +10,543 +31%
MA
44
Mutual Advisors
Nebraska
$1.07M -$13K -530 -1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.07M -$496K -20,225 -32%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$1.05M +$504K +20,556 +95%
JCM
47
Jacobsen Capital Management
Utah
$1.03M +$573K +23,390 +128%
GI
48
GS Investments
Minnesota
$1.02M -$2.94K -120 -0.3%
PGAM
49
Princeton Global Asset Management
New Jersey
$959K +$120K +4,915 +15%
RRWA
50
Rainey & Randall Wealth Advisors
Florida
$859K +$850K +34,702 New
1
2
3 4 5

PFFD Hedge Fund Activity: Q3 2020 in Review

98 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2020, worth a combined $331M — up 12% from $296M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFFD positions and 12 closed out — a net gain of 9 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $17.9M. The largest seller was JBJ Investment Partners, exiting entirely with an estimated $19.1M sold.

  • 98 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2020, up from 89 in Q2 2020.
  • Funds reported $331M of Global X US Preferred ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 21 funds opened new Global X US Preferred ETF positions in Q3 2020 and 12 closed out, a net change of +9 holders.
  • The largest Global X US Preferred ETF buyer in Q3 2020 was FormulaFolio Investments, an estimated $17.9M added.
  • The largest Global X US Preferred ETF seller in Q3 2020 was JBJ Investment Partners, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2020.