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Global X US Preferred ETF
PFFD

Overview Fund Activity

98 hedge funds and large institutions have $331M invested in Global X US Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
21
Increased
45
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$24.1M
2
Morgan Stanley
Morgan Stanley
New York
$13.9M
3
MMA
Miracle Mile Advisors
California
$2.81M
4
HCIA
Hochman Cole Investment Advisors
Illinois
$7.82M
5
WWM
WT Wealth Management
Arizona
$2.2M

Top Sellers

1
JIP
JBJ Investment Partners
South Carolina
$0
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$5.26M
3
CM
Columbus Macro
Pennsylvania
$5.31M
4
CSIA
Charles Schwab Investment Advisory
California
$37M
5
FAAS
First Allied Advisory Services
California
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
76
Trek Financial
Arizona
$230K +$6.09K +246 +3%
FA
77
FDx Advisors
Illinois
$205K +$205K +8,261 New
HAS
78
HBW Advisory Services
California
$205K +$205K +8,274 New
Daiwa Securities Group
79
Daiwa Securities Group
Japan
$204K -$300K – –
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$170K +$170K +6,864 New
CFA
81
Carroll Financial Associates
North Carolina
$110K +$31K +1,257 +39%
SPIA
82
Steward Partners Investment Advisory
New York
$103K +$103K +4,150 New
IA
83
IFP Advisors
Florida
$102K -$148 -6 -0.1%
APA
84
American Portfolios Advisors
New York
$99K +$99K +4,000 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$99K – – –
VFA
86
Valeo Financial Advisors
Indiana
$93K +$1.26K +51 +1%
CFGS
87
Concourse Financial Group Securities
Alabama
$90K – – –
WCG
88
Weaver Consulting Group
California
$46K +$11.9K +473 +35%
Wells Fargo
89
Wells Fargo
California
$40K -$25 -1 -0.1%
GI
90
Gradient Investments
Minnesota
$37K -$1.53K -62 -4%
FFA
91
Founders Financial Alliance
North Carolina
$36K +$36K +1,425 New
GRP
92
Global Retirement Partners
California
$30K -$3.12K -128 -9%
PFO
93
Pathstone Family Office
New Jersey
$26K -$539K -20,950 -95%
PCWA
94
Pacific Capital Wealth Advisors
California
$22K +$22K +892 New
FCM
95
Firestone Capital Management
Florida
$17K +$17K +700 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$14K – – –
TF
97
TimeScale Financial
Massachusetts
$12K +$12K +500 New
FGA
98
Fortis Group Advisors
New Jersey
$9K +$9K +375 New
SIAP
99
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$4K +150 New
JIP
100
JBJ Investment Partners
South Carolina
– -$19.1M -814,207 Closed
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4
5