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Global X US Preferred ETF

72 hedge funds and large institutions have $423M invested in Global X US Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

107% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 15

24% more funds holding

Funds holding: 5872 (+14)

12% more capital invested

Capital invested by funds: $376M → $423M (+$46.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.12% less ownership

Funds ownership: 71.54%66.42% (-5.1%)

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
31
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
-$292K -11,646 Closed
NFG
77
Next Financial Group
Texas
-$2K -65 Closed

PFFD Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q4 2019, worth a combined $423M — up 12% from $376M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PFFD positions and 5 closed out — a net gain of 15 holders — while 31 added to existing stakes and 15 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $7.04M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $11.1M.

  • 72 institutional investors held Global X US Preferred ETF (PFFD) as of Q4 2019, up from 58 in Q3 2019.
  • Funds reported $423M of Global X US Preferred ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 20 funds opened new Global X US Preferred ETF positions in Q4 2019 and 5 closed out, a net change of +15 holders.
  • The largest Global X US Preferred ETF buyer in Q4 2019 was Bank of Nova Scotia, an estimated $7.04M added.
  • The largest Global X US Preferred ETF seller in Q4 2019 was Charles Schwab Investment Advisory, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2019.