Global X US Preferred ETF
PFFD
238 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, 93 increasing their positions, 74 reducing their positions, and 19 closing their positions.
332% more call options, than puts
Call options by funds: $307K | Put options by funds: $71K
89% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 19
26% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 74
7% more funds holding
Funds holding: 223 → 238 (+15)
1.12% more ownership
Funds ownership: 46.21% → 47.32% (+1.1%)
2% more capital invested
Capital invested by funds: $1.04B → $1.06B (+$16.3M)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$29.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$6.05M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.46M |
| 4 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$2.71M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$8.44M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$4.43M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.69M |
| 4 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$2.26M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
-$2.2M |
PFFD Hedge Fund Activity: Q3 2023 in Review
238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2023, worth a combined $1.06B — up 1.6% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PFFD positions and 19 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.
The largest buyer was Bank of America, adding an estimated $29.2M. The largest seller was Bard Financial Services, exiting entirely with an estimated $8.44M sold.
- 238 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2023, up from 223 in Q2 2023.
- Funds reported $1.06B of Global X US Preferred ETF stock for Q3 2023, up 1.6% quarter-over-quarter.
- 36 funds opened new Global X US Preferred ETF positions in Q3 2023 and 19 closed out, a net change of +17 holders.
- The largest Global X US Preferred ETF buyer in Q3 2023 was Bank of America, an estimated $29.2M added.
- The largest Global X US Preferred ETF seller in Q3 2023 was Bard Financial Services, an estimated $8.44M sold.
Based on aggregated 13F filings for Q3 2023.