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Global X US Preferred ETF
PFFD

Overview Fund Activity

282 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

Holders
282
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
31
Increased
101
Reduced
101
Closed
30
Calls
$384K
Puts
–
Net Calls
+$384K
Net Calls Change
-$132K

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$131M
2
NYLIM
2
New York Life Investment Management
New York
$34.8M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$9.21M
4
Wells Fargo
4
Wells Fargo
California
$51.8M
5
GXJ
5
Global X Japan
Japan
$66.7M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$588K
2
LPL Financial
2
LPL Financial
California
$78.5M
3
FAM
3
Flaharty Asset Management
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$107M
5
MWM
5
Modern Wealth Management
Kansas
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$4.07M 210,966 +81,709 +63%
AP
52
Appleton Partners
Massachusetts
$4.04M 214,421 -13,008 -6%
SS
53
SBI Securities
Japan
$3.81M 202,324 -94,546 -32%
Mariner
54
Mariner
Kansas
$3.8M 202,028 -8,279 -4%
BEC
55
Blue Edge Capital
Virginia
$3.61M 191,463 -3,898 -2%
FTS
56
Fifth Third Securities
Ohio
$3.21M 170,221 +10,381 +6%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$3.06M 162,658 +20,734 +15%
AC
58
AlphaCore Capital
California
$2.92M 155,310 -161 -0.1%
GRP
59
Global Retirement Partners
California
$2.9M 153,749 +153,749 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$2.83M 150,010 -5,620 -4%
RW
61
Rockport Wealth
Ohio
$2.78M 147,555 +10,334 +8%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$2.75M 146,108 +21,335 +17%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$2.65M 140,669 -188,515 -57%
PGF
64
Plan Group Financial
Oklahoma
$2.65M 140,494 +72,705 +107%
P
65
&Partners
Tennessee
$2.59M 137,514 +16,087 +13%
SWP
66
Stratos Wealth Partners
Ohio
$2.59M 137,491 -6,682 -5%
GVAG
67
Great Valley Advisor Group
Delaware
$2.59M 137,438 +17,936 +15%
NA
68
Note Advisors
New York
$2.45M 129,976 +9,749 +8%
CBT
69
Crews Bank & Trust
Florida
$2.36M 125,380 +8,375 +7%
FIB
70
First Interstate Bank
Montana
$2.29M 121,662 +121,662 New
GIA
71
Gladstone Institutional Advisory
Florida
$2.28M 121,199 -2,876 -2%
PRI
72
Prepared Retirement Institute
Pennsylvania
$2.24M 118,938 -13,063 -10%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$2.23M 118,666 +71,133 +150%
TW
74
Trajan Wealth
Arizona
$2.21M 117,312 -6,901 -6%
TCM
75
Traub Capital Management
Massachusetts
$2.06M 109,627 +109,627 New
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