We are live on ! Find out more
PFFD icon

Global X US Preferred ETF

288 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $910K | Put options by funds: $394K

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

0.01% more ownership

Funds ownership: 51.91%51.93% (+0.01%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.22B → $1.16B (-$54.1M)

2% less funds holding

Funds holding: 293288 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
24
Increased
121
Reduced
96
Closed
25
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
51
SWS Partners
Ohio
$4.74M +$475K +24,174 +11%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$4.56M -$793K -40,398 -14%
IP
53
Integras Partners
Georgia
$4.51M -$630K -32,094 -12%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.39M -$20.6K -1,049 -0.5%
AP
55
Appleton Partners
Massachusetts
$4.33M +$183K +9,300 +4%
RSWM
56
Robertson Stephens Wealth Management
California
$4.14M -$160K -8,130 -4%
LFPWM
57
Leicht Financial Planning & Wealth Management
New Jersey
$4.05M +$253K +12,879 +6%
Mariner
58
Mariner
Kansas
$4M -$773K -39,394 -16%
BEC
59
Blue Edge Capital
Virginia
$3.72M -$21.3K -1,084 -0.6%
PAG
60
Private Advisor Group
New Jersey
$3.23M -$81.4K -4,145 -2%
FTS
61
Fifth Third Securities
Ohio
$3.04M +$292K +14,875 +10%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$2.96M -$273K -13,881 -8%
AC
63
AlphaCore Capital
California
$2.96M +$3.05M +155,471 New
Goldman Sachs
64
Goldman Sachs
New York
$2.92M +$2.78M +141,386 +1,158%
SWP
65
Stratos Wealth Partners
Ohio
$2.75M +$171K +8,705 +6%
CF
66
Collier Financial
Colorado
$2.72M +$2.8M +142,813 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$2.7M +$1.69M +85,965 +154%
RW
68
Rockport Wealth
Ohio
$2.61M +$1.05M +53,302 +64%
PRI
69
Prepared Retirement Institute
Pennsylvania
$2.51M -$1.26M -64,100 -33%
Osaic Holdings
70
Osaic Holdings
Arizona
$2.46M -$536K -27,319 -17%
GKWIM
71
Gerber Kawasaki Wealth & Investment Management
California
$2.38M +$137K +6,980 +6%
TW
72
Trajan Wealth
Arizona
$2.37M +$2.44M +124,213 New
GIA
73
Gladstone Institutional Advisory
Florida
$2.36M +$493K +25,109 +25%
P
74
&Partners
Tennessee
$2.31M +$1.09M +55,481 +84%
NA
75
Note Advisors
New York
$2.29M +$203K +10,341 +9%

PFFD Hedge Fund Activity: Q1 2025 in Review

288 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2025, worth a combined $1.16B — down 4.5% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PFFD and 24 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 121 added.

The largest buyer was Global X Japan, adding an estimated $9.13M. The largest seller was LPL Financial, cutting an estimated $49.6M.

  • 288 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2025, down from 293 in Q4 2024.
  • Funds reported $1.16B of Global X US Preferred ETF stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 24 funds opened new Global X US Preferred ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest Global X US Preferred ETF buyer in Q1 2025 was Global X Japan, an estimated $9.13M added.
  • The largest Global X US Preferred ETF seller in Q1 2025 was LPL Financial, an estimated $49.6M sold.

Based on aggregated 13F filings for Q1 2025.