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Global X US Preferred ETF
PFFD

Overview Fund Activity

236 hedge funds and large institutions have $1.06B invested in Global X US Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+15
Holders Change %
+6.79%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
36
Increased
92
Reduced
73
Closed
19
Calls
$307K
Puts
$71K
Net Calls
+$236K
Net Calls Change
-$208K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$77M
2
Creative Planning
2
Creative Planning
Kansas
$15.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.62M
4
FGAM
4
Financial Gravity Asset Management
Texas
$3.25M
5
AIP
5
Ameritas Investment Partners
Nebraska
$5.45M

Top Sellers

1
BFS
1
Bard Financial Services
Connecticut
$0
2
Lido Advisors
2
Lido Advisors
California
$24.4M
3
Wells Fargo
3
Wells Fargo
California
$110M
4
TYCC
4
Texas Yale Capital Corp
Florida
$969K
5
RA
5
Rational Advisors
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$9.59M +$1.11M +59,142 +13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$9.57M +$863K +45,902 +10%
KW
28
KWB Wealth
California
$8.73M -$102K -5,255 -1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$8.18M -$1.2M -63,594 -13%
TLP
30
Trinity Legacy Partners
Texas
$7.93M +$724K +38,499 +10%
AA
31
Aire Advisors
California
$7.26M +$324K +17,233 +5%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$7.14M -$69.1K -3,674 -1%
CFO
33
Collective Family Office
Pennsylvania
$6.83M +$136K +7,204 +2%
DK
34
David Kennon
Florida
$6.72M +$63.5K +3,377 +1%
IHWM
35
Iron Horse Wealth Management
Iowa
$6.56M -$9.59K -510 -0.1%
AIM
36
AHL Investment Management
Florida
$6.15M +$1.73M +91,933 +39%
CWM
37
Collaborative Wealth Management
Florida
$5.66M +$345K +18,345 +6%
AIP
38
Ameritas Investment Partners
Nebraska
$5.45M +$2.67M +141,960 +96%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$5.27M -$327K -17,403 -6%
GWSA
40
Global Wealth Strategies & Associates
Colorado
$5.15M +$908K +48,269 +21%
Osaic Holdings
41
Osaic Holdings
Arizona
$4.97M +$1.32M +70,183 +36%
Ameriprise
42
Ameriprise
Minnesota
$4.77M +$287K +15,245 +6%
HighTower Advisors
43
HighTower Advisors
Illinois
$4.62M +$4.4M +233,543 +1,995%
SEI Investments
44
SEI Investments
Pennsylvania
$4.56M +$1.72M +91,247 +60%
SPIA
45
Steward Partners Investment Advisory
New York
$4.35M +$167K +8,898 +4%
PC
46
Prairiewood Capital
North Dakota
$4.05M +$269K +14,317 +7%
AC
47
AlphaCore Capital
California
$4.05M +$922 +49 +0%
AWM
48
AE Wealth Management
Kansas
$3.83M -$406K -21,584 -10%
KAS
49
Kestra Advisory Services
Texas
$3.79M -$16.4K -873 -0.4%
SIS
50
Sound Income Strategies
Florida
$3.68M +$214K +11,375 +6%
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