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Global X US Preferred ETF
PFFD

Overview Fund Activity

221 hedge funds and large institutions have $1.04B invested in Global X US Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
28
Increased
101
Reduced
70
Closed
30
Calls
$461K
Puts
$17K
Net Calls
+$444K
Net Calls Change
-$349K

Top Buyers

1
KW
1
KWB Wealth
California
$8.83M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.74M
3
Bank of America
3
Bank of America
North Carolina
$49.8M
4
Wells Fargo
4
Wells Fargo
California
$117M
5
AC
5
AlphaCore Capital
California
$4.17M

Top Sellers

1
MIM
1
Morningstar Investment Management
Illinois
$0
2
ST
2
Sageworth Trust
Pennsylvania
$0
3
MFG
3
Merit Financial Group
Georgia
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$1.37M
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$9.43M +$2.79M +143,816 +42%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$8.98M +$2.29M +118,007 +34%
KW
28
KWB Wealth
California
$8.83M +$8.83M +455,535 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$8.74M +$7.22M +372,604 +476%
BFS
30
Bard Financial Services
Connecticut
$8.44M -$121K -6,250 -1%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$7.43M -$339K -17,475 -4%
TLP
32
Trinity Legacy Partners
Texas
$7.43M +$505K +26,053 +7%
AA
33
Aire Advisors
California
$7.16M +$432K +22,270 +6%
CFO
34
Collective Family Office
Pennsylvania
$6.9M -$1.02M -52,662 -13%
DK
35
David Kennon
Florida
$6.86M +$136K +7,005 +2%
IHWM
36
Iron Horse Wealth Management
Iowa
$6.78M +$362K +18,646 +6%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$5.77M -$19K -980 -0.3%
CWM
38
Collaborative Wealth Management
Florida
$5.48M +$657K +33,865 +14%
Ameriprise
39
Ameriprise
Minnesota
$4.61M +$667K +34,384 +17%
AIM
40
AHL Investment Management
Florida
$4.56M +$155K +7,997 +4%
AWM
41
AE Wealth Management
Kansas
$4.37M -$1.19M -61,188 -21%
GWSA
42
Global Wealth Strategies & Associates
Colorado
$4.37M +$329K +16,949 +8%
SPIA
43
Steward Partners Investment Advisory
New York
$4.31M +$347K +17,879 +9%
AC
44
AlphaCore Capital
California
$4.17M +$4.17M +215,124 New
KAS
45
Kestra Advisory Services
Texas
$3.92M +$3.61M +186,078 +1,161%
CM
46
Columbus Macro
Pennsylvania
$3.9M +$306K +15,810 +9%
PC
47
Prairiewood Capital
North Dakota
$3.9M -$427K -22,039 -10%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$3.87M +$56K +2,888 +1%
BEC
49
Blue Edge Capital
Virginia
$3.82M +$3.82M +197,265 New
RJA
50
Raymond James & Associates
Florida
$3.76M -$59.5K -3,066 -2%
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