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Global X US Preferred ETF
PFFD

Overview Fund Activity

133 hedge funds and large institutions have $488M invested in Global X US Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+35
Holders Change %
+35.71%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
43
Increased
60
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$41.3M
2
BFS
2
Bard Financial Services
Connecticut
$15.6M
3
TPW
3
Tiller Private Wealth
Pennsylvania
$14.2M
4
CFO
4
Collective Family Office
Pennsylvania
$9.79M
5
RWG
5
Ratio Wealth Group
Colorado
$9.61M

Top Sellers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$0
2
WAS
2
Wealth Advisory Solutions
Indiana
$0
3
Lido Advisors
3
Lido Advisors
California
$8.65M
4
SS
4
Simplicity Solutions
Minnesota
$6.19M
5
MIM
5
Morningstar Investment Management
Illinois
$7.39M
Name Market Value Shares Shares
Change 		Shares
Change %
FCM
51
Fortis Capital Management
Washington
$1.76M 68,106 +9,999 +17%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
– – – –
PAG
53
Private Advisor Group
New Jersey
$1.69M 65,405 +65,405 New
SAM
54
Stringer Asset Management
Tennessee
$1.57M 60,783 -1,006 -2%
SWA
55
Stratos Wealth Advisors
Ohio
$1.56M 60,295 +5,536 +10%
ANTB
56
AMG National Trust Bank
Colorado
$1.46M 56,625 +2,000 +4%
CAN
57
Cetera Advisor Networks
California
$1.38M 53,569 +8,912 +20%
RRWA
58
Rainey & Randall Wealth Advisors
Florida
$1.34M 52,075 +17,373 +50%
SI
59
Stephens Inc
Arkansas
$1.31M 50,788 +628 +1%
ACA
60
Atlas Capital Advisors
Wyoming
$1.31M 50,659 +5,230 +12%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.29M 49,794 +39,427 +380%
PGAM
62
Princeton Global Asset Management
New Jersey
$1.15M 44,548 +5,835 +15%
Citadel Advisors
63
Citadel Advisors
Florida
$1.14M 44,298 +44,298 New
MA
64
Mutual Advisors
Nebraska
$1.13M 43,863 +481 +1%
GG
65
Golden Green
South Carolina
$1.11M 42,928 +42,928 New
JCM
66
Jacobsen Capital Management
Utah
$1.08M 41,878 +280 +0.7%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$1.08M 41,500 +41,500 New
GI
68
GS Investments
Minnesota
$1.06M 41,227 +90 +0.2%
FFWM
69
Future Financial Wealth Management
Ohio
$1.06M 40,905 +40,905 New
RW
70
RVW Wealth
California
$1M 22,201 +22,201 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$998K 38,711 +10,357 +37%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$977K 37,883 +15,957 +73%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$832K 32,256 -187 -0.6%
KWM
74
Kingsview Wealth Management
Oregon
$809K 31,341 +4,850 +18%
RIG
75
Roosevelt Investment Group
New York
$807K 31,275 +3,024 +11%
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