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Global X US Preferred ETF
PFFD

Overview Fund Activity

264 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
3.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
124
Reduced
75
Closed
14
Calls
$44K
Puts
$37K
Net Calls
+$7K
Net Calls Change
-$370K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$148M
2
OPAM
2
Ocean Park Asset Management
California
$20.3M
3
Ameriprise
3
Ameriprise
Minnesota
$10.3M
4
RSWM
4
Robertson Stephens Wealth Management
California
$7.05M
5
MWM
5
Modern Wealth Management
Kansas
$6.67M

Top Sellers

1
IG
1
ING Group
Netherlands
$0
2
RA
2
Rational Advisors
New York
$25.2M
3
UBS Group
3
UBS Group
Switzerland
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$95.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
51
Texas Yale Capital Corp
Florida
$5.26M +$199K +9,596 +4%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.8M -$725K -34,867 -13%
GWM
53
GSB Wealth Management
Connecticut
$4.76M +$255K +12,283 +6%
Mariner
54
Mariner
Kansas
$4.76M +$350K +16,825 +8%
MML Investors Services
55
MML Investors Services
Massachusetts
$4.48M +$824K +39,636 +23%
NYLIM
56
New York Life Investment Management
New York
$4.36M +$597K +28,714 +16%
AP
57
Appleton Partners
Massachusetts
$4.32M +$60.2K +2,898 +1%
LFPWM
58
Leicht Financial Planning & Wealth Management
New Jersey
$4.17M +$39.3K +1,891 +1%
BEC
59
Blue Edge Capital
Virginia
$4.17M +$52.4K +2,520 +1%
PRI
60
Prepared Retirement Institute
Pennsylvania
$4.11M +$99.6K +4,791 +2%
SP
61
SWS Partners
Ohio
$3.74M -$225K -10,822 -6%
MFG
62
Merit Financial Group
Georgia
$3.74M +$122K +5,887 +3%
Osaic Holdings
63
Osaic Holdings
Arizona
$3.27M +$221K +10,618 +7%
Citadel Advisors
64
Citadel Advisors
Florida
$3.04M +$2.75M +132,291 +937%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$2.7M +$162K +7,819 +6%
RJA
66
Raymond James & Associates
Florida
$2.54M -$464K -22,327 -15%
SWP
67
Stratos Wealth Partners
Ohio
$2.53M -$255K -12,270 -9%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$2.37M +$120K +5,761 +5%
CM
69
Columbus Macro
Pennsylvania
$2.33M -$43.3K -2,086 -2%
RF
70
RHS Financial
California
$2.12M +$794K +38,224 +60%
CWP
71
Cyndeo Wealth Partners
Florida
$2.05M +$208K +10,000 +11%
CW
72
CreativeOne Wealth
Kansas
$1.98M -$123K -5,897 -6%
FTS
73
Fifth Third Securities
Ohio
$1.91M +$189K +9,095 +11%
GIA
74
Gladstone Institutional Advisory
Florida
$1.85M +$1.62M +77,991 +719%
CWM
75
CIBC World Markets
New York
$1.82M -$718K -34,575 -28%
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