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Global X US Preferred ETF
PFFD

Overview Fund Activity

262 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
3.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
52
Increased
77
Reduced
100
Closed
22
Calls
$889K
Puts
$266K
Net Calls
+$623K
Net Calls Change
+$387K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
LPL Financial
2
LPL Financial
California
$89M
3
Bank of America
3
Bank of America
North Carolina
$109M
4
OMC
4
Old Mission Capital
Illinois
$7.78M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.13M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$34.1M
2
FAM
2
Flaharty Asset Management
Florida
$25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.4M
4
Lido Advisors
4
Lido Advisors
California
$19.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$11.4M +$1.51M +78,092 +15%
CI
27
Conning Inc
Connecticut
$11.3M – – –
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$9.83M -$3.34M -172,220 -25%
KW
29
KWB Wealth
California
$8.38M -$358K -18,455 -4%
SPIA
30
Steward Partners Investment Advisory
New York
$8.1M +$3.61M +186,258 +81%
OMC
31
Old Mission Capital
Illinois
$7.78M +$7.78M +401,268 New
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$7.26M -$101K -5,222 -1%
DK
33
David Kennon
Florida
$7.1M +$170K +8,747 +2%
IHWM
34
Iron Horse Wealth Management
Iowa
$7.07M +$300K +15,449 +4%
AIM
35
AHL Investment Management
Florida
$6.86M +$516K +26,594 +8%
CWM
36
Collaborative Wealth Management
Florida
$6.28M +$443K +22,836 +8%
AA
37
Aire Advisors
California
$6.25M -$1.24M -63,890 -17%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$6.13M +$5.62M +289,835 +1,104%
AIP
39
Ameritas Investment Partners
Nebraska
$5.93M +$305K +15,738 +5%
HighTower Advisors
40
HighTower Advisors
Illinois
$5.42M +$666K +34,356 +14%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$5.19M -$238K -12,249 -4%
TLP
42
Trinity Legacy Partners
Texas
$5.05M -$3.13M -161,290 -38%
PC
43
Prairiewood Capital
North Dakota
$5.01M +$832K +42,886 +20%
SEI Investments
44
SEI Investments
Pennsylvania
$4.95M +$255K +13,140 +5%
CFO
45
Collective Family Office
Pennsylvania
$4.93M -$2.12M -109,189 -30%
Osaic Holdings
46
Osaic Holdings
Arizona
$4.64M -$480K -24,756 -9%
TYCC
47
Texas Yale Capital Corp
Florida
$4.37M +$3.37M +173,855 +338%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$4.2M +$4.2M +216,255 New
PRI
49
Prepared Retirement Institute
Pennsylvania
$4.04M +$4.04M +208,329 New
SIS
50
Sound Income Strategies
Florida
$4.03M +$235K +12,135 +6%
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