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Global X US Preferred ETF
PFFD

Overview Fund Activity

79 hedge funds and large institutions have $380M invested in Global X US Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.13%
New
21
Increased
35
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIP
1
JBJ Investment Partners
South Carolina
$17M
2
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$5.7M
3
FI
3
FormulaFolio Investments
Michigan
$5.63M
4
AWM
4
AE Wealth Management
Kansas
$6.77M
5
SS
5
Simplicity Solutions
Minnesota
$6.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$150M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
FAAS
3
First Allied Advisory Services
California
$6.45M
4
AssetMark Inc
4
AssetMark Inc
California
$18.9M
5
CM
5
Columbus Macro
Pennsylvania
$7.08M
Name Market Value Shares Shares
Change 		Shares
Change %
GWMIA
76
Global Wealth Management Investment Advisory
Florida
$16K 731 +731 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$13K 572 – –
OPS
78
Orion Portfolio Solutions
Nebraska
$10K 450 +450 New
CFGS
79
Concourse Financial Group Securities
Alabama
$9K 400 +400 New
CIAS
80
Capital Investment Advisory Services
North Carolina
$4K 178 +178 New
Bank of Nova Scotia
81
Bank of Nova Scotia
Ontario, Canada
– – -281,880 Closed
MML Investors Services
82
MML Investors Services
Massachusetts
– – -104,450 Closed
BCM
83
Bluefin Capital Management
New York
– – -104,310 Closed
RWA
84
Redhawk Wealth Advisors
Minnesota
– – -75,347 Closed
FPGK
85
Financial Partners Group (Kansas)
Kansas
– – -63,506 Closed
FP
86
Fiduciary Planning
Florida
– – -31,286 Closed
Goldman Sachs
87
Goldman Sachs
New York
– – -22,213 Closed
CGFA
88
Colton Groome Financial Advisors
North Carolina
– – -11,385 Closed
MAFM
89
Mid Atlantic Financial Management
Pennsylvania
– – -10,224 Closed
JWCA
90
J.W. Cole Advisors
Florida
– – -9,780 Closed
SWIG
91
Strategic Wealth Investment Group
Kentucky
– – -9,599 Closed
William Blair & Company
92
William Blair & Company
Illinois
– – -1,000 Closed
Fidelity Investments
93
Fidelity Investments
Massachusetts
$0 1 +1 New
1 2 3
4