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Global X US Preferred ETF

288 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $910K | Put options by funds: $394K

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

0.01% more ownership

Funds ownership: 51.91%51.93% (+0.01%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.22B → $1.16B (-$54.1M)

2% less funds holding

Funds holding: 293288 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
24
Increased
121
Reduced
96
Closed
25
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$10.6M -$405K -20,624 -4%
CFO
27
Collective Family Office
Pennsylvania
$9.56M +$1.98M +100,690 +25%
CM
28
Columbus Macro
Pennsylvania
$9.09M +$2.35M +119,558 +33%
TLP
29
Trinity Legacy Partners
Texas
$8.41M +$1.77M +90,243 +25%
PAS
30
Park Avenue Securities
New York
$8.32M +$1.14M +57,816 +15%
NGA
31
Naples Global Advisors
Florida
$8.17M +$849K +43,216 +11%
DK
32
David Kennon
Florida
$8.02M +$557K +28,368 +7%
AIM
33
AHL Investment Management
Florida
$7.98M +$648K +33,016 +9%
CWM
34
Collaborative Wealth Management
Florida
$7.9M +$130K +6,638 +2%
KW
35
KWB Wealth
California
$7.49M -$553K -28,182 -7%
AA
36
Aire Advisors
California
$6.5M +$186K +9,473 +3%
MCM
37
MAI Capital Management
Ohio
$6.48M +$2.34M +119,082 +54%
CFG
38
Compton Financial Group
Maryland
$6.47M +$6.68M +340,055 New
HighTower Advisors
39
HighTower Advisors
Illinois
$6.46M -$850K -43,308 -11%
PC
40
Prairiewood Capital
North Dakota
$6.45M +$793K +40,395 +14%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$6.27M -$308K -15,670 -5%
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$6.1M -$54.9K -2,795 -0.9%
KAS
43
Kestra Advisory Services
Texas
$6.01M +$917K +46,688 +17%
MML Investors Services
44
MML Investors Services
Massachusetts
$5.8M -$296K -15,092 -5%
IHWM
45
Iron Horse Wealth Management
Iowa
$5.71M -$2.81M -143,151 -32%
SS
46
SBI Securities
Japan
$5.65M +$104K +5,309 +2%
NYLIM
47
New York Life Investment Management
New York
$5.31M +$1.53M +77,711 +39%
SIS
48
Sound Income Strategies
Florida
$5.29M +$243K +12,380 +5%
TYCC
49
Texas Yale Capital Corp
Florida
$5.24M +$434K +22,109 +9%
WA
50
WealthTrust Axiom
Pennsylvania
$5.19M +$57.7K +2,941 +1%

PFFD Hedge Fund Activity: Q1 2025 in Review

288 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2025, worth a combined $1.16B — down 4.5% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PFFD and 24 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 121 added.

The largest buyer was Global X Japan, adding an estimated $9.13M. The largest seller was LPL Financial, cutting an estimated $49.6M.

  • 288 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2025, down from 293 in Q4 2024.
  • Funds reported $1.16B of Global X US Preferred ETF stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 24 funds opened new Global X US Preferred ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest Global X US Preferred ETF buyer in Q1 2025 was Global X Japan, an estimated $9.13M added.
  • The largest Global X US Preferred ETF seller in Q1 2025 was LPL Financial, an estimated $49.6M sold.

Based on aggregated 13F filings for Q1 2025.