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Global X US Preferred ETF
PFFD

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Global X US Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 25 closing their positions.

Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
3.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
42
Increased
83
Reduced
74
Closed
25
Calls
$279K
Puts
$12K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$459M
2
Wells Fargo
2
Wells Fargo
California
$114M
3
FAM
3
Flaharty Asset Management
Florida
$30.7M
4
Cohen & Steers
4
Cohen & Steers
New York
$23.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.8M

Top Sellers

1
RA
1
Rational Advisors
New York
$38.1M
2
SCI
2
Stableford Capital II
Arizona
$212K
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$20.6K
4
CI
4
Conning Inc
Connecticut
$11.2M
5
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
26
Collective Family Office
Pennsylvania
$6.95M -$777K -40,127 -10%
TLP
27
Trinity Legacy Partners
Texas
$6.82M -$1.13M -58,215 -14%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$6.06M +$4.74M +244,545 +357%
IHWM
29
Iron Horse Wealth Management
Iowa
$6.06M +$3.65M +188,299 +151%
AA
30
Aire Advisors
California
$5.95M +$467K +24,180 +9%
AIM
31
AHL Investment Management
Florida
$5.9M +$457K +23,593 +8%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$5.68M +$4.73M +244,102 +495%
AWM
33
AE Wealth Management
Kansas
$5.65M -$422K -21,779 -7%
Creative Planning
34
Creative Planning
Kansas
$4.93M +$1.7M +87,745 +53%
NMG
35
New Millennium Group
Utah
$4.53M -$188K -9,694 -4%
FCM
36
Fortis Capital Management
Washington
$4.5M +$1.01M +51,931 +29%
BFS
37
Bard Financial Services
Connecticut
$4.42M +$426K +22,000 +11%
JIP
38
Jaffetilchin Investment Partners
Florida
$4.25M +$4.25M +219,613 New
Ameriprise
39
Ameriprise
Minnesota
$4.04M -$124K -6,382 -3%
TYCC
40
Texas Yale Capital Corp
Florida
$3.97M +$2.23M +115,311 +129%
PC
41
Prairiewood Capital
North Dakota
$3.91M +$897K +46,298 +30%
RJA
42
Raymond James & Associates
Florida
$3.9M -$311K -16,036 -7%
BEC
43
Blue Edge Capital
Virginia
$3.88M +$3.88M +200,411 New
MIM
44
Morningstar Investment Management
Illinois
$3.82M – – –
FANJ
45
Financial Architects (New Jersey)
New Jersey
$3.82M -$550K -28,414 -13%
CWM
46
Collaborative Wealth Management
Florida
$3.64M +$131K +6,756 +4%
CM
47
Columbus Macro
Pennsylvania
$3.5M +$3.28M +169,423 +1,491%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$3.2M +$2.41M +124,562 +308%
SIS
49
Sound Income Strategies
Florida
$3.19M +$262K +13,551 +9%
Osaic Holdings
50
Osaic Holdings
Arizona
$3.15M -$61.1K -3,154 -2%
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