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Global X US Preferred ETF

180 hedge funds and large institutions have $907M invested in Global X US Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

328% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 25

37% more capital invested

Capital invested by funds: $663M → $907M (+$244M)

19% more funds holding

Funds holding: 151180 (+29)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.66% more ownership

Funds ownership: 44.66%46.32% (+1.7%)

Holders
180
Holders Change
+29
Holders Change %
+19.21%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
36
Increased
107
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.33M +$1.65M +63,869 +101%
SC
52
Scotia Capital
Ontario, Canada
$3.31M +$188K +7,299 +6%
FSC
53
Full Sail Capital
Oklahoma
$3.26M +$532K +20,664 +20%
NGA
54
Naples Global Advisors
Florida
$3.17M +$195K +7,576 +7%
IAA
55
Ironsides Asset Advisors
North Carolina
$2.93M -$76.4K -2,968 -3%
CW
56
CreativeOne Wealth
Kansas
$2.85M +$669K +25,969 +31%
MML Investors Services
57
MML Investors Services
Massachusetts
$2.85M +$1.74M +67,550 +163%
PT
58
Plimoth Trust
Massachusetts
$2.74M +$999K +38,796 +59%
RF
59
RHS Financial
California
$2.73M -$273K -10,616 -9%
DWP
60
Destiny Wealth Partners
Florida
$2.54M +$17.8K +693 +0.7%
SEI Investments
61
SEI Investments
Pennsylvania
$2.54M +$526K +20,431 +27%
DSC
62
Duncker Streett & Co
Missouri
$2.51M -$14.3K -555 -0.6%
FCM
63
Fortis Capital Management
Washington
$2.36M +$311K +12,059 +15%
ACA
64
Atlas Capital Advisors
Wyoming
$2.36M +$390K +15,132 +20%
PC
65
Prairiewood Capital
North Dakota
$2.31M +$508K +19,723 +29%
OCM
66
Orion Capital Management
California
$2.3M -$54.1K -2,100 -2%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.14M
SSWM
68
Sheets Smith Wealth Management
North Carolina
$2.11M +$6.77K +263 +0.3%
AI
69
Atria Investments
North Carolina
$2.06M +$418K +16,211 +26%
RW
70
RVW Wealth
California
$2M +$586K +22,752 +50%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.95M +$311K +12,059 +19%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$1.78M -$13.7M -532,324 -89%
FA
73
Fermata Advisors
California
$1.73M +$673K +26,146 +65%
CAN
74
Cetera Advisor Networks
California
$1.69M +$240K +9,324 +17%
SLA
75
Silver Lake Advisory
Utah
$1.64M +$1.62M +62,775 New

PFFD Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2021, worth a combined $907M — up 37% from $663M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFD positions and 6 closed out — a net gain of 30 holders — while 107 added to existing stakes and 25 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $71.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $13.7M.

  • 180 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2021, up from 151 in Q1 2021.
  • Funds reported $907M of Global X US Preferred ETF stock for Q2 2021, up 37% quarter-over-quarter.
  • 36 funds opened new Global X US Preferred ETF positions in Q2 2021 and 6 closed out, a net change of +30 holders.
  • The largest Global X US Preferred ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $71.2M added.
  • The largest Global X US Preferred ETF seller in Q2 2021 was Qube Research & Technologies (QRT), an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2021.