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Global X US Preferred ETF
PFFD

Overview Fund Activity

284 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
31
Increased
103
Reduced
101
Closed
30
Calls
$384K
Puts
–
Net Calls
+$384K
Net Calls Change
-$132K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$131M
2
NYLIM
New York Life Investment Management
New York
+$29.6M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$9.21M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
GXJ
Global X Japan
Japan
+$6.92M

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$29.4M
2
LPL Financial
LPL Financial
California
-$28.3M
3
FAM
Flaharty Asset Management
Florida
-$19.1M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
MWM
Modern Wealth Management
Kansas
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$4.07M +$1.58M +81,709 +63%
AP
52
Appleton Partners
Massachusetts
$4.04M -$245K -13,008 -6%
SS
53
SBI Securities
Japan
$3.81M -$1.78M -94,546 -32%
Mariner
54
Mariner
Kansas
$3.8M -$156K -8,279 -4%
BEC
55
Blue Edge Capital
Virginia
$3.61M -$73.4K -3,898 -2%
FTS
56
Fifth Third Securities
Ohio
$3.21M +$195K +10,381 +6%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$3.06M +$390K +20,734 +15%
AC
58
AlphaCore Capital
California
$2.92M -$3.03K -161 -0.1%
GRP
59
Global Retirement Partners
California
$2.9M +$2.9M +153,749 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$2.83M -$106K -5,620 -4%
RW
61
Rockport Wealth
Ohio
$2.78M +$195K +10,334 +8%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$2.75M +$402K +21,335 +17%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$2.65M -$3.55M -188,515 -57%
PGF
64
Plan Group Financial
Oklahoma
$2.65M +$1.37M +72,705 +107%
P
65
&Partners
Tennessee
$2.59M +$303K +16,087 +13%
SWP
66
Stratos Wealth Partners
Ohio
$2.59M -$126K -6,682 -5%
GVAG
67
Great Valley Advisor Group
Delaware
$2.59M +$338K +17,936 +15%
NA
68
Note Advisors
New York
$2.45M +$184K +9,749 +8%
CBT
69
Crews Bank & Trust
Florida
$2.36M +$158K +8,375 +7%
FIB
70
First Interstate Bank
Montana
$2.29M +$2.29M +121,662 New
GIA
71
Gladstone Institutional Advisory
Florida
$2.28M -$54.2K -2,876 -2%
PRI
72
Prepared Retirement Institute
Pennsylvania
$2.24M -$246K -13,063 -10%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$2.23M +$1.34M +71,133 +150%
TW
74
Trajan Wealth
Arizona
$2.21M -$130K -6,901 -6%
TCM
75
Traub Capital Management
Massachusetts
$2.06M +$2.06M +109,627 New
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