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Global X US Preferred ETF
PFFD

Overview Fund Activity

133 hedge funds and large institutions have $488M invested in Global X US Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+35
Holders Change %
+35.71%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
43
Increased
60
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$41.3M
2
BFS
2
Bard Financial Services
Connecticut
$15.6M
3
TPW
3
Tiller Private Wealth
Pennsylvania
$14.2M
4
CFO
4
Collective Family Office
Pennsylvania
$9.79M
5
RWG
5
Ratio Wealth Group
Colorado
$9.61M

Top Sellers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$0
2
WAS
2
Wealth Advisory Solutions
Indiana
$0
3
Lido Advisors
3
Lido Advisors
California
$8.65M
4
SS
4
Simplicity Solutions
Minnesota
$6.19M
5
MIM
5
Morningstar Investment Management
Illinois
$7.39M
Name Market Value Shares Shares
Change 		Shares
Change %
IHWM
26
Iron Horse Wealth Management
Iowa
$5.5M 213,141 +213,141 New
LPL Financial
27
LPL Financial
California
$5.46M 211,451 +89,983 +74%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$5.21M 201,838 +201,838 New
CM
29
Columbus Macro
Pennsylvania
$5.17M 200,419 -13,820 -6%
TYCC
30
Texas Yale Capital Corp
Florida
$4.66M 180,672 +13,446 +8%
William Blair & Company
31
William Blair & Company
Illinois
$3.62M 140,376 -6,849 -5%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$3.62M 140,320 +98,020 +232%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$3.55M 137,761 +130,897 +1,907%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$3.52M 136,316 +124,905 +1,095%
TAM
35
Tocqueville Asset Management
New York
$3.33M 128,900 +128,900 New
MMA
36
Miracle Mile Advisors
California
$3.26M 126,220 +12,759 +11%
IAA
37
Ironsides Asset Advisors
North Carolina
$3.03M 117,420 -5,350 -4%
SC
38
Scotia Capital
Ontario, Canada
$2.94M 113,876 +113,876 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.64M 102,423 +10,911 +12%
NGA
40
Naples Global Advisors
Florida
$2.58M 99,952 +29,264 +41%
GI
41
Glovista Investments
New Jersey
$2.41M 93,634 +93,634 New
DSC
42
Duncker Streett & Co
Missouri
$2.27M 87,850 +21,835 +33%
WWM
43
WT Wealth Management
Arizona
$2.26M 87,404 -1,600 -2%
DWP
44
Destiny Wealth Partners
Florida
$2.19M 85,014 +85,014 New
FSC
45
Full Sail Capital
Oklahoma
$2.16M 84,292 +84,292 New
OCM
46
Orion Capital Management
California
$2.1M 91,245 +91,245 New
RF
47
RHS Financial
California
$2.06M 79,788 +28,242 +55%
Osaic Holdings
48
Osaic Holdings
Arizona
$2.01M 77,986 +21,109 +37%
SEI Investments
49
SEI Investments
Pennsylvania
$1.97M 76,417 +5,676 +8%
CW
50
CreativeOne Wealth
Kansas
$1.83M 71,030 +19,208 +37%
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