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Global X US Preferred ETF
PFFD

Overview Fund Activity

151 hedge funds and large institutions have $663M invested in Global X US Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.66%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
39
Increased
79
Reduced
22
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$28M
2
Morgan Stanley
2
Morgan Stanley
New York
$49M
3
Bank of America
3
Bank of America
North Carolina
$63M
4
LPL Financial
4
LPL Financial
California
$23.3M
5
FMLI
5
Fukoku Mutual Life Insurance
Japan
$14.4M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.89M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
RJA
3
Raymond James & Associates
Florida
$6.94M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.78M
5
TAM
5
Tocqueville Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
51
Destiny Wealth Partners
Florida
$2.46M +$291K +11,397 +13%
OCM
52
Orion Capital Management
California
$2.29M -$33.8K -1,325 -1%
Osaic Holdings
53
Osaic Holdings
Arizona
$2.12M +$132K +5,179 +7%
CW
54
CreativeOne Wealth
Kansas
$2.12M +$308K +12,070 +17%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$2.05M +$2.05M +80,400 New
SWP
56
Stratos Wealth Partners
Ohio
$2.03M +$1.47M +57,801 +267%
FCM
57
Fortis Capital Management
Washington
$1.99M +$256K +10,017 +15%
SEI Investments
58
SEI Investments
Pennsylvania
$1.97M – – –
ACA
59
Atlas Capital Advisors
Wyoming
$1.91M +$621K +24,335 +48%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$1.84M -$1.69M – –
PC
61
Prairiewood Capital
North Dakota
$1.75M +$1.05M +41,328 +152%
PT
62
Plimoth Trust
Massachusetts
$1.68M +$1.68M +65,802 New
SWA
63
Stratos Wealth Advisors
Ohio
$1.63M +$90.7K +3,557 +6%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.61M +$647K +25,369 +67%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$327K +12,827 +26%
AI
66
Atria Investments
North Carolina
$1.6M +$1.6M +62,564 New
ANTB
67
AMG National Trust Bank
Colorado
$1.45M – – –
CAN
68
Cetera Advisor Networks
California
$1.41M +$44K +1,724 +3%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1.41M +$347K +13,624 +33%
RRWA
70
Rainey & Randall Wealth Advisors
Florida
$1.33M +$3.95K +155 +0.3%
PGAM
71
Princeton Global Asset Management
New Jersey
$1.26M +$120K +4,700 +11%
FHA
72
First Horizon Advisors
Tennessee
$1.19M +$1.19M +46,659 New
MA
73
Mutual Advisors
Nebraska
$1.19M +$67.4K +2,641 +6%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$1.19M +$199K +7,790 +20%
NCM
75
Nelson Capital Management
California
$1.16M +$1.16M +45,316 New
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