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Global X US Preferred ETF

190 hedge funds and large institutions have $1.09B invested in Global X US Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 25

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

20% more capital invested

Capital invested by funds: $907M → $1.09B (+$181M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more funds holding

Funds holding: 180190 (+10)

1.02% less ownership

Funds ownership: 46.32%45.3% (-1%)

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
3.33%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
30
Increased
110
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLP
26
Trinity Legacy Partners
Texas
$11.9M +$691K +26,568 +6%
ACM
27
Advisors Capital Management
New Jersey
$11.4M +$953K +36,652 +9%
AWM
28
AE Wealth Management
Kansas
$9.7M +$886K +34,079 +10%
OPWM
29
Oxinas Partners Wealth Management
Indiana
$9.59M +$4.98M +191,512 +106%
MIM
30
Morningstar Investment Management
Illinois
$7.91M
SCI
31
Stableford Capital II
Arizona
$7.79M -$152K -5,860 -2%
IHWM
32
Iron Horse Wealth Management
Iowa
$7.09M +$634K +24,398 +10%
PAG
33
Private Advisor Group
New Jersey
$6.77M -$174K -6,688 -2%
Franklin Resources
34
Franklin Resources
California
$6.75M -$409K -15,721 -6%
ARG
35
Advisory Resource Group
Oklahoma
$6.63M +$629K +24,197 +10%
FWM
36
Foresight Wealth Management
Utah
$6.48M -$252K -9,697 -4%
GI
37
Glovista Investments
New Jersey
$6.37M -$121K -4,655 -2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$6.36M +$674K +25,917 +12%
CM
39
Columbus Macro
Pennsylvania
$5.79M +$574K +22,063 +11%
BCA
40
Biltmore Capital Advisors
New Jersey
$5.76M +$8.37K +322 +0.1%
RJA
41
Raymond James & Associates
Florida
$5.7M +$172K +6,604 +3%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$5.42M +$769K +29,563 +16%
Osaic Holdings
43
Osaic Holdings
Arizona
$5M +$726K +27,920 +17%
TYCC
44
Texas Yale Capital Corp
Florida
$4.97M +$199K +7,652 +4%
GWM
45
GSB Wealth Management
Connecticut
$4.83M +$639K +24,579 +15%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$4.57M +$1.3M +50,119 +39%
ACA
47
Atlas Capital Advisors
Wyoming
$4.41M +$2.11M +81,145 +90%
SWP
48
Stratos Wealth Partners
Ohio
$4.1M +$829K +31,890 +25%
FSC
49
Full Sail Capital
Oklahoma
$3.96M +$756K +29,073 +23%
FA
50
Fermata Advisors
California
$3.95M +$2.27M +87,319 +132%

PFFD Hedge Fund Activity: Q3 2021 in Review

190 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2021, worth a combined $1.09B — up 20% from $907M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PFFD positions and 14 closed out — a net gain of 16 holders — while 110 added to existing stakes and 25 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $107M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $18.5M.

  • 190 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2021, up from 180 in Q2 2021.
  • Funds reported $1.09B of Global X US Preferred ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 30 funds opened new Global X US Preferred ETF positions in Q3 2021 and 14 closed out, a net change of +16 holders.
  • The largest Global X US Preferred ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $107M added.
  • The largest Global X US Preferred ETF seller in Q3 2021 was BNP Paribas Financial Markets, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2021.