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Global X US Preferred ETF
PFFD

Overview Fund Activity

151 hedge funds and large institutions have $663M invested in Global X US Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.66%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
39
Increased
79
Reduced
22
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$28M
2
Morgan Stanley
2
Morgan Stanley
New York
$49M
3
Bank of America
3
Bank of America
North Carolina
$63M
4
LPL Financial
4
LPL Financial
California
$23.3M
5
FMLI
5
Fukoku Mutual Life Insurance
Japan
$14.4M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.89M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
RJA
3
Raymond James & Associates
Florida
$6.94M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.78M
5
TAM
5
Tocqueville Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$7.38M +$672K +26,350 +10%
Franklin Resources
27
Franklin Resources
California
$6.95M +$6.95M +272,515 New
RJA
28
Raymond James & Associates
Florida
$6.94M -$4.67M -183,147 -40%
FWM
29
Foresight Wealth Management
Utah
$6.7M +$399K +15,622 +6%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$6.16M +$153K +6,014 +3%
IHWM
31
Iron Horse Wealth Management
Iowa
$5.82M +$385K +15,103 +7%
BCA
32
Biltmore Capital Advisors
New Jersey
$5.51M -$68.1K -2,670 -1%
CM
33
Columbus Macro
Pennsylvania
$5.23M +$115K +4,508 +2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$4.8M -$353K -13,824 -7%
TYCC
35
Texas Yale Capital Corp
Florida
$4.52M -$88.7K -3,476 -2%
PAG
36
Private Advisor Group
New Jersey
$4.51M +$2.84M +111,304 +170%
OPWM
37
Oxinas Partners Wealth Management
Indiana
$4.43M +$4.43M +173,781 New
FANJ
38
Financial Architects (New Jersey)
New Jersey
$4.06M +$587K +22,998 +17%
FI
39
FormulaFolio Investments
Michigan
$3.89M -$36.9M -1,449,072 -90%
William Blair & Company
40
William Blair & Company
Illinois
$3.81M +$233K +9,142 +7%
CWM
41
Collaborative Wealth Management
Florida
$3.65M +$3.65M +155,287 New
MMA
42
Miracle Mile Advisors
California
$3.26M +$41.1K +1,610 +1%
GWM
43
GSB Wealth Management
Connecticut
$3.22M +$3.22M +126,102 New
SC
44
Scotia Capital
Ontario, Canada
$3.05M +$140K +5,479 +5%
AW
45
Alaethes Wealth
Nevada
$2.96M +$2.96M +115,878 New
RF
46
RHS Financial
California
$2.94M +$901K +35,304 +44%
IAA
47
Ironsides Asset Advisors
North Carolina
$2.93M -$66.2K -2,597 -2%
NGA
48
Naples Global Advisors
Florida
$2.9M +$350K +13,726 +14%
FSC
49
Full Sail Capital
Oklahoma
$2.67M +$503K +19,574 +23%
DSC
50
Duncker Streett & Co
Missouri
$2.46M +$218K +8,540 +10%
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