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Global X US Preferred ETF
PFFD

Overview Fund Activity

98 hedge funds and large institutions have $331M invested in Global X US Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
21
Increased
45
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$24.1M
2
Morgan Stanley
Morgan Stanley
New York
$13.9M
3
MMA
Miracle Mile Advisors
California
$2.81M
4
HCIA
Hochman Cole Investment Advisors
Illinois
$7.82M
5
WWM
WT Wealth Management
Arizona
$2.2M

Top Sellers

1
JIP
JBJ Investment Partners
South Carolina
$0
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$5.26M
3
CM
Columbus Macro
Pennsylvania
$5.31M
4
CSIA
Charles Schwab Investment Advisory
California
$37M
5
FAAS
First Allied Advisory Services
California
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
51
FLC Capital Advisors
California
$815K +$198K +7,903 +32%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$803K -$1.83K -74 -0.2%
ACA
53
Aptus Capital Advisors
Alabama
$802K -$643K -26,005 -45%
AF
54
Advisornet Financial
Minnesota
$727K +$27.5K +1,112 +4%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$702K +$6.51K +263 +0.9%
RIG
56
Roosevelt Investment Group
New York
$699K +$43.3K +1,752 +7%
KWM
57
Kingsview Wealth Management
Oregon
$656K +$202K +8,144 +44%
T
58
TRUADVICE
Florida
$602K +$602K +23,987 New
CRWM
59
Castle Rock Wealth Management
California
$587K +$10.2K +408 +2%
Citigroup
60
Citigroup
New York
$567K +$178K +7,175 +46%
UCFA
61
United Capital Financial Advisors
Texas
$549K -$833K -33,620 -60%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$543K -$56.6K -2,285 -9%
SFS
63
Sowell Financial Services
Arkansas
$500K +$15.1K +611 +3%
SWP
64
Stratos Wealth Partners
Ohio
$435K +$9.7K +392 +2%
CST
65
Charles Schwab Trust
Nevada
$425K -$13.9K -562 -3%
FFN
66
Focus Financial Network
Minnesota
$425K -$189K -7,652 -31%
PG
67
Prostatis Group
Maryland
$409K +$409K +16,510 New
LWP
68
Legacy Wealth Partners
California
$387K -$15.4K -620 -4%
GM
69
GeoWealth Management
Illinois
$285K -$7.66K -308 -3%
FANJ
70
Financial Architects (New Jersey)
New Jersey
$283K +$61.5K +2,478 +28%
SCI
71
Stableford Capital II
Arizona
$279K -$99.1K -4,000 -26%
RIA
72
Realta Investment Advisors
Delaware
$265K +$265K +10,722 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$257K +$161K +6,500 +168%
ASN
74
Advisory Services Network
Georgia
$235K +$235K +9,492 New
SWIG
75
Strategic Wealth Investment Group
Kentucky
$231K +$10.2K +411 +5%
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