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Global X US Preferred ETF
PFFD

Overview Fund Activity

151 hedge funds and large institutions have $663M invested in Global X US Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.66%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
39
Increased
79
Reduced
22
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$28M
2
Morgan Stanley
2
Morgan Stanley
New York
$49M
3
Bank of America
3
Bank of America
North Carolina
$63M
4
LPL Financial
4
LPL Financial
California
$23.3M
5
FMLI
5
Fukoku Mutual Life Insurance
Japan
$14.4M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.89M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
RJA
3
Raymond James & Associates
Florida
$6.94M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.78M
5
TAM
5
Tocqueville Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
76
Roosevelt Investment Group
New York
$1.12M +$324K +12,692 +41%
AMG
77
Advisors Management Group
Wisconsin
$1.12M +$1.12M +43,808 New
FFWM
78
Future Financial Wealth Management
Ohio
$1.11M +$66.8K +2,618 +6%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.06M +$287K +11,229 +37%
GI
80
GS Investments
Minnesota
$1.06M +$2.94K +115 +0.3%
FA
81
Fermata Advisors
California
$1.02M +$1.02M +40,038 New
WWM
82
WT Wealth Management
Arizona
$1.01M -$1.22M -47,964 -55%
RW
83
RVW Wealth
California
$1M +$509K +23,036 +104%
MIAN
84
Mariner Independent Advisor Network
Kansas
$958K +$958K +37,558 New
Citigroup
85
Citigroup
New York
$922K +$154K +6,050 +20%
GG
86
Golden Green
South Carolina
$879K -$216K -8,462 -20%
JCM
87
Jacobsen Capital Management
Utah
$809K -$260K -10,183 -24%
KWM
88
Kingsview Wealth Management
Oregon
$793K -$7.66K -300 -1%
ACA
89
Aptus Capital Advisors
Alabama
$786K – – –
AF
90
Advisornet Financial
Minnesota
$764K +$13.1K +513 +2%
SI
91
Stephens Inc
Arkansas
$745K -$550K -21,569 -42%
FIM
92
Freedom Investment Management
Connecticut
$701K +$701K +27,498 New
BAM
93
Belpointe Asset Management
Nevada
$699K +$38.2K +1,499 +6%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$673K +$67.5K +2,643 +11%
RG
95
Retirement Group
California
$648K +$648K +25,400 New
AWA
96
Acorn Wealth Advisors
Michigan
$639K +$83.1K +3,260 +15%
CRWM
97
Castle Rock Wealth Management
California
$597K -$59.1K -2,290 -9%
AWM
98
Activest Wealth Management
Florida
$573K +$573K +22,477 New
PA
99
Procyon Advisors
Connecticut
$564K +$564K +22,100 New
FCA
100
FLC Capital Advisors
California
$559K -$157K -6,162 -22%
2 3
4
5 6