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Global X US Preferred ETF

180 hedge funds and large institutions have $907M invested in Global X US Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

328% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 25

37% more capital invested

Capital invested by funds: $663M → $907M (+$244M)

19% more funds holding

Funds holding: 151180 (+29)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.66% more ownership

Funds ownership: 44.66%46.32% (+1.7%)

Holders
180
Holders Change
+29
Holders Change %
+19.21%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
36
Increased
107
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$8.96M +$1.36M +52,829 +18%
SCI
27
Stableford Capital II
Arizona
$8.03M -$17K -659 -0.2%
MIM
28
Morningstar Investment Management
Illinois
$8.02M
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$7.93M +$1.58M +61,352 +25%
Franklin Resources
30
Franklin Resources
California
$7.27M +$136K +5,281 +2%
PAG
31
Private Advisor Group
New Jersey
$7.06M +$2.39M +92,901 +53%
William Blair & Company
32
William Blair & Company
Illinois
$7M +$3.04M +117,968 +79%
FWM
33
Foresight Wealth Management
Utah
$6.83M -$37.6K -1,461 -0.6%
GI
34
Glovista Investments
New Jersey
$6.59M +$6.5M +252,271 New
IHWM
35
Iron Horse Wealth Management
Iowa
$6.57M +$582K +22,606 +10%
ARG
36
Advisory Resource Group
Oklahoma
$6.1M +$6M +233,029 New
BCA
37
Biltmore Capital Advisors
New Jersey
$5.85M +$196K +7,598 +4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$5.79M +$852K +33,061 +18%
RJA
39
Raymond James & Associates
Florida
$5.62M -$1.47M -57,141 -21%
CM
40
Columbus Macro
Pennsylvania
$5.3M -$57.4K -2,230 -1%
TYCC
41
Texas Yale Capital Corp
Florida
$4.84M +$204K +7,916 +4%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$4.74M +$557K +21,631 +14%
OPWM
43
Oxinas Partners Wealth Management
Indiana
$4.73M +$183K +7,106 +4%
Osaic Holdings
44
Osaic Holdings
Arizona
$4.35M +$2.14M +83,183 +100%
GWM
45
GSB Wealth Management
Connecticut
$4.27M +$951K +36,936 +29%
FI
46
FormulaFolio Investments
Michigan
$4.09M +$97.3K +3,779 +2%
CRWM
47
Castle Rock Wealth Management
California
$3.7M +$3.08M +119,755 +517%
MMA
48
Miracle Mile Advisors
California
$3.34M -$3.27K -127 -0.1%
AW
49
Alaethes Wealth
Nevada
$3.34M +$303K +11,751 +10%
SWP
50
Stratos Wealth Partners
Ohio
$3.33M +$1.23M +47,717 +60%

PFFD Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2021, worth a combined $907M — up 37% from $663M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFD positions and 6 closed out — a net gain of 30 holders — while 107 added to existing stakes and 25 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $71.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $13.7M.

  • 180 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2021, up from 151 in Q1 2021.
  • Funds reported $907M of Global X US Preferred ETF stock for Q2 2021, up 37% quarter-over-quarter.
  • 36 funds opened new Global X US Preferred ETF positions in Q2 2021 and 6 closed out, a net change of +30 holders.
  • The largest Global X US Preferred ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $71.2M added.
  • The largest Global X US Preferred ETF seller in Q2 2021 was Qube Research & Technologies (QRT), an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2021.