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Global X US Preferred ETF
PFFD

Overview Fund Activity

262 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
3.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
52
Increased
77
Reduced
100
Closed
22
Calls
$889K
Puts
$266K
Net Calls
+$623K
Net Calls Change
+$387K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
LPL Financial
2
LPL Financial
California
$89M
3
Bank of America
3
Bank of America
North Carolina
$109M
4
OMC
4
Old Mission Capital
Illinois
$7.78M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.13M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$34.1M
2
FAM
2
Flaharty Asset Management
Florida
$25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.4M
4
Lido Advisors
4
Lido Advisors
California
$19.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
51
Appleton Partners
Massachusetts
$3.82M +$84.1K +4,333 +2%
BEC
52
Blue Edge Capital
Virginia
$3.72M -$16.5K -851 -0.4%
SP
53
SWS Partners
Ohio
$3.72M +$1.37M +70,780 +59%
RJA
54
Raymond James & Associates
Florida
$3.7M -$58.8K -3,030 -2%
NGA
55
Naples Global Advisors
Florida
$3.68M -$36.7K -1,880 -1%
LFPWM
56
Leicht Financial Planning & Wealth Management
New Jersey
$3.56M +$3.56M +183,525 New
GFS
57
GYL Financial Synergies
Connecticut
$3.32M +$545K +28,090 +20%
FGAM
58
Financial Gravity Asset Management
Texas
$3.25M +$163K +84 +5%
KAS
59
Kestra Advisory Services
Texas
$3.24M -$663K -34,182 -17%
AC
60
AlphaCore Capital
California
$3.06M -$1.11M -57,362 -27%
PAS
61
Park Avenue Securities
New York
$3.06M +$1.55M +80,075 +103%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$2.84M -$5.6M -288,734 -66%
SWP
63
Stratos Wealth Partners
Ohio
$2.63M -$81.9K -4,221 -3%
GWM
64
GSB Wealth Management
Connecticut
$2.59M -$91K -4,691 -3%
MFG
65
Merit Financial Group
Georgia
$2.4M +$2.4M +123,896 New
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$2.09M -$384K -19,816 -16%
Ameriprise
67
Ameriprise
Minnesota
$2.08M -$2.92M -147,938 -58%
CW
68
CreativeOne Wealth
Kansas
$1.99M +$13.4K +690 +0.7%
Renaissance Technologies
69
Renaissance Technologies
New York
$1.86M +$1.86M +95,900 New
CAN
70
Cetera Advisor Networks
California
$1.74M -$562K -28,970 -24%
MML Investors Services
71
MML Investors Services
Massachusetts
$1.72M +$356K +18,361 +26%
DSC
72
Duncker Streett & Co
Missouri
$1.72M – – –
AWM
73
Activest Wealth Management
Florida
$1.68M +$1.59M +82,002 +1,776%
IRC
74
Investors Research Corp
Georgia
$1.54M -$873 -45 -0.1%
PT
75
Plimoth Trust
Massachusetts
$1.51M -$610K -31,462 -29%
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