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Global X US Preferred ETF
PFFD

Overview Fund Activity

251 hedge funds and large institutions have $1.17B invested in Global X US Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-11
Holders Change %
-4.2%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
27
Increased
112
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$111M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.93M
3
QAM
3
Q3 Asset Management
Michigan
$5.73M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.66M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412K
3
Bank of America
3
Bank of America
North Carolina
$89.9M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
RA
5
Rational Advisors
New York
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
GSB Wealth Management
Connecticut
$4.14M +$1.45M +71,772 +54%
RJA
52
Raymond James & Associates
Florida
$4.12M +$267K +13,262 +7%
AP
53
Appleton Partners
Massachusetts
$4.09M +$124K +6,142 +3%
Osaic Holdings
54
Osaic Holdings
Arizona
$4.01M -$809K -40,145 -17%
PRI
55
Prepared Retirement Institute
Pennsylvania
$3.94M -$256K -12,674 -6%
BEC
56
Blue Edge Capital
Virginia
$3.89M +$27K +1,341 +0.7%
LFPWM
57
Leicht Financial Planning & Wealth Management
New Jersey
$3.78M +$81.3K +4,033 +2%
SP
58
SWS Partners
Ohio
$3.77M -$88.8K -4,404 -2%
CA
59
Cetera Advisors
Colorado
$3.67M +$2.36M +117,132 +181%
GFS
60
GYL Financial Synergies
Connecticut
$3.48M +$27.4K +1,360 +0.8%
PAG
61
Private Advisor Group
New Jersey
$3.42M +$2.27M +112,407 +196%
MFG
62
Merit Financial Group
Georgia
$3.37M +$932K +47,397 +38%
SWP
63
Stratos Wealth Partners
Ohio
$2.85M +$115K +5,695 +4%
MML Investors Services
64
MML Investors Services
Massachusetts
$2.81M +$1.02M +50,674 +57%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$2.44M +$955K +47,384 +64%
CWM
66
CIBC World Markets
New York
$2.38M +$1.83M +90,550 +332%
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$2.34M +$174K +8,627 +8%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$2.34M +$2.34M +116,000 New
CM
69
Columbus Macro
Pennsylvania
$2.32M +$2.32M +115,072 New
CW
70
CreativeOne Wealth
Kansas
$2.2M +$128K +6,357 +6%
CAN
71
Cetera Advisor Networks
California
$2.03M +$219K +10,867 +12%
Ameriprise
72
Ameriprise
Minnesota
$1.83M -$292K -14,467 -14%
CWP
73
Cyndeo Wealth Partners
Florida
$1.78M +$1.57M +77,929 +741%
DSC
74
Duncker Streett & Co
Missouri
$1.68M -$109K -5,406 -6%
PT
75
Plimoth Trust
Massachusetts
$1.57M -$7.44K -369 -0.5%
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