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Global X US Preferred ETF
PFFD

Overview Fund Activity

251 hedge funds and large institutions have $1.17B invested in Global X US Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-11
Holders Change %
-4.2%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
27
Increased
112
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$111M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.93M
3
QAM
3
Q3 Asset Management
Michigan
$5.73M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.66M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412K
3
Bank of America
3
Bank of America
North Carolina
$89.9M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
RA
5
Rational Advisors
New York
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$11.7M -$346K -17,172 -3%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$9.93M +$9.06M +449,450 +1,038%
SPIA
28
Steward Partners Investment Advisory
New York
$9.08M +$662K +32,817 +8%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$8.66M +$5.71M +283,025 +193%
KW
30
KWB Wealth
California
$8.48M -$230K -11,411 -3%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$7.79M +$513K +26,371 +7%
IHWM
32
Iron Horse Wealth Management
Iowa
$7.76M +$413K +20,504 +6%
DK
33
David Kennon
Florida
$7.46M +$81.8K +4,056 +1%
TLP
34
Trinity Legacy Partners
Texas
$7.17M +$1.92M +95,376 +37%
AIM
35
AHL Investment Management
Florida
$7.1M -$34.3K -1,700 -0.5%
CWM
36
Collaborative Wealth Management
Florida
$6.99M +$461K +22,869 +7%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$6.79M +$415K +20,568 +7%
AA
38
Aire Advisors
California
$6.47M -$21K -1,039 -0.3%
HighTower Advisors
39
HighTower Advisors
Illinois
$6.2M +$559K +27,728 +10%
SEI Investments
40
SEI Investments
Pennsylvania
$6.13M +$983K +48,742 +19%
AIP
41
Ameritas Investment Partners
Nebraska
$6.12M -$42.4K -2,102 -0.7%
QAM
42
Q3 Asset Management
Michigan
$5.73M +$5.73M +284,292 New
PC
43
Prairiewood Capital
North Dakota
$5.65M +$442K +21,938 +9%
CFO
44
Collective Family Office
Pennsylvania
$5.59M +$469K +23,287 +9%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$5.38M -$13.1K -648 -0.2%
NGA
46
Naples Global Advisors
Florida
$5.23M +$1.43M +71,123 +38%
PAS
47
Park Avenue Securities
New York
$4.85M +$1.67M +82,843 +53%
TYCC
48
Texas Yale Capital Corp
Florida
$4.84M +$301K +14,955 +7%
SIS
49
Sound Income Strategies
Florida
$4.64M +$454K +22,513 +11%
KAS
50
Kestra Advisory Services
Texas
$4.44M +$1.07M +53,098 +32%
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