Global X US Preferred ETF
PFFD
58 hedge funds and large institutions have $376M invested in Global X US Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
43% more capital invested
Capital invested by funds: $263M → $376M (+$113M)
35% more funds holding
Funds holding: 43 → 58 (+15)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
56.89% less ownership
Funds ownership: 128.43% → 71.54% (-57%)
Top Buyers
Top Sellers
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$6.37M |
| 2 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$5.87M |
| 3 |
Morgan Stanley
New York
|
-$3.11M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.11M |
| 5 |
Jane Street
New York
|
-$471K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
51
Carroll Financial Associates
Charlotte,
North Carolina
| $65K | +$1.12K | +45 | +2% |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $49K | +$2.13K | +86 | +5% |
|
|
MAM
53
Marquette Asset Management
Minneapolis,
Minnesota
| $47K | – | – | – |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| $33K | – | – | – |
|
55
William Blair & Company
Chicago,
Illinois
| $25K | – | – | – |
|
56
Wells Fargo
San Francisco,
California
| $21K | +$7.45K | +300 | +55% |
|
57
Rockefeller Capital Management
New York
| $14K | +$14.2K | +572 | New |
|
|
NFG
58
Next Financial Group
Houston,
Texas
| $2K | +$1.61K | +65 | New |
|
59
Citadel Advisors
Miami,
Florida
| – | -$328K | -13,394 | Closed |
|
|
IRC
60
Investors Research Corp
Atlanta,
Georgia
| – | -$38K | -2,556 | Closed |
|
|
NIC
61
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | +$99 | +4 | New |
|
PFFD Hedge Fund Activity: Q3 2019 in Review
58 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2019, worth a combined $376M — up 43% from $263M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PFFD positions and 2 closed out — a net gain of 15 holders — while 25 added to existing stakes and 10 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $75.1M. The largest seller was First Allied Advisory Services, cutting an estimated $6.37M.
- 58 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2019, up from 43 in Q2 2019.
- Funds reported $376M of Global X US Preferred ETF stock for Q3 2019, up 43% quarter-over-quarter.
- 17 funds opened new Global X US Preferred ETF positions in Q3 2019 and 2 closed out, a net change of +15 holders.
- The largest Global X US Preferred ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $75.1M added.
- The largest Global X US Preferred ETF seller in Q3 2019 was First Allied Advisory Services, an estimated $6.37M sold.
Based on aggregated 13F filings for Q3 2019.