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Global X US Preferred ETF
PFFD

Overview Fund Activity

79 hedge funds and large institutions have $380M invested in Global X US Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.13%
New
21
Increased
35
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIP
1
JBJ Investment Partners
South Carolina
$17M
2
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$5.7M
3
FI
3
FormulaFolio Investments
Michigan
$5.63M
4
AWM
4
AE Wealth Management
Kansas
$6.77M
5
SS
5
Simplicity Solutions
Minnesota
$6.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$150M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
FAAS
3
First Allied Advisory Services
California
$6.45M
4
AssetMark Inc
4
AssetMark Inc
California
$18.9M
5
CM
5
Columbus Macro
Pennsylvania
$7.08M
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
51
FLC Capital Advisors
California
$430K 20,536 +7,574 +58%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$415K 18,972 +956 +5%
LWP
53
Legacy Wealth Partners
California
$407K 18,607 +1,318 +8%
SFS
54
Sowell Financial Services
Arkansas
$376K 17,190 +6,921 +67%
SCI
55
Stableford Capital II
Arizona
$334K 15,267 +15,267 New
FA
56
FDx Advisors
Illinois
$282K 12,896 -2,978 -19%
GM
57
GeoWealth Management
Illinois
$274K 12,554 +4,233 +51%
Citigroup
58
Citigroup
New York
$271K 12,370 +3,800 +44%
KWM
59
Kingsview Wealth Management
Oregon
$257K 11,746 +11,746 New
SWP
60
Stratos Wealth Partners
Ohio
$232K 10,603 +497 +5%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$223K 10,195 -1 -0%
FANJ
62
Financial Architects (New Jersey)
New Jersey
$155K 7,065 +3,935 +126%
AC
63
AlphaCore Capital
California
$148K 6,772 +6,772 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$108K 4,930 +454 +10%
ACA
65
Atlas Capital Advisors
Wyoming
$98.1K 4,484 +4,484 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$88K 4,000 +4,000 New
S
67
SignatureFD
Georgia
$88K 4,000 +4,000 New
IA
68
IFP Advisors
Florida
$82K 3,791 -64 -2%
Wells Fargo
69
Wells Fargo
California
$77K 3,511 +1,911 +119%
EWM
70
EPG Wealth Management
Georgia
$70K 3,189 +3,189 New
CFA
71
Carroll Financial Associates
North Carolina
$69K 3,197 +576 +22%
MAM
72
Marquette Asset Management
Minnesota
$41K 1,861 – –
ASN
73
Advisory Services Network
Georgia
$29K 1,330 – –
GRP
74
Global Retirement Partners
California
$26K 1,205 -1,858 -61%
JPLA
75
Joseph P. Lucia & Associates
New York
$19K 852 +852 New
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