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Global X US Preferred ETF
PFFD

Overview Fund Activity

207 hedge funds and large institutions have $842M invested in Global X US Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 87 reducing their positions, and 29 closing their positions.

Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
23
Increased
76
Reduced
87
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$123M
2
Jane Street
2
Jane Street
New York
$9.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.7M
4
RA
4
Rational Advisors
New York
$49.7M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$4.63M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$22.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$25.3M
3
MAM
3
Madison Asset Management
Wisconsin
$0
4
MCM
4
MAI Capital Management
Ohio
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$3.03M -$1.88M -91,557 -38%
NGA
52
Naples Global Advisors
Florida
$3M -$20.8K -1,012 -0.7%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$2.97M +$2.97M +144,685 New
Goldman Sachs
54
Goldman Sachs
New York
$2.77M +$2.77M +135,179 New
DK
55
David Kennon
Florida
$2.57M +$2.57M +125,514 New
IHWM
56
Iron Horse Wealth Management
Iowa
$2.56M -$4.36M -212,531 -63%
SEI Investments
57
SEI Investments
Pennsylvania
$2.53M -$84.2K -4,104 -3%
AW
58
Alaethes Wealth
Nevada
$2.52M -$79.5K -3,875 -3%
AI
59
Atria Investments
North Carolina
$2.38M -$1.13M -55,067 -32%
PT
60
Plimoth Trust
Massachusetts
$2.28M -$161K -7,861 -7%
SWP
61
Stratos Wealth Partners
Ohio
$2.12M -$200K -9,771 -9%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$1.89M +$5.82K +284 +0.3%
DSC
63
Duncker Streett & Co
Missouri
$1.89M -$174K -8,480 -8%
TYCC
64
Texas Yale Capital Corp
Florida
$1.84M -$127K -6,175 -6%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1.63M +$54.8K +2,668 +3%
AP
66
Appleton Partners
Massachusetts
$1.63M +$441K +21,521 +37%
Stifel Financial
67
Stifel Financial
Missouri
$1.53M +$1.14M +55,461 +289%
SLA
68
Silver Lake Advisory
Utah
$1.47M +$8.68K +423 +0.6%
IAA
69
Ironsides Asset Advisors
North Carolina
$1.41M +$3.8K +185 +0.3%
AWM
70
Accel Wealth Management
Iowa
$1.41M +$7.23K +348 +0.5%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1.41M +$531K +25,870 +61%
CAN
72
Cetera Advisor Networks
California
$1.39M -$50.6K -2,469 -4%
FIA
73
Foundations Investment Advisors
Arizona
$1.38M +$415K +20,241 +43%
BCM
74
Brookstone Capital Management
Illinois
$1.38M -$98.1K -4,974 -7%
CW
75
CreativeOne Wealth
Kansas
$1.36M -$282K -13,751 -17%
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