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Global X US Preferred ETF

180 hedge funds and large institutions have $907M invested in Global X US Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

328% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 25

37% more capital invested

Capital invested by funds: $663M → $907M (+$244M)

19% more funds holding

Funds holding: 151180 (+29)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.66% more ownership

Funds ownership: 44.66%46.32% (+1.7%)

Holders
180
Holders Change
+29
Holders Change %
+19.21%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
36
Increased
107
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
Nelson Capital Management
California
$1.48M +$293K +11,384 +25%
ANTB
77
AMG National Trust Bank
Colorado
$1.48M
RG
78
Retirement Group
California
$1.44M +$766K +29,743 +117%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.41M +$191K +7,403 +16%
RRWA
80
Rainey & Randall Wealth Advisors
Florida
$1.4M +$29.5K +1,147 +2%
AMG
81
Advisors Management Group
Wisconsin
$1.39M +$240K +9,331 +21%
PGAM
82
Princeton Global Asset Management
New Jersey
$1.39M +$94.2K +3,656 +7%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$1.38M -$62K -2,408 -4%
KWM
84
Kingsview Wealth Management
Oregon
$1.35M +$529K +20,551 +66%
WWM
85
WT Wealth Management
Arizona
$1.29M +$252K +9,795 +25%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$1.28M +$583K +22,639 +86%
RIG
87
Roosevelt Investment Group
New York
$1.28M +$127K +4,914 +11%
MA
88
Mutual Advisors
Nebraska
$1.26M +$41.9K +1,625 +3%
FFWM
89
Future Financial Wealth Management
Ohio
$1.15M +$10.8K +418 +1%
FHA
90
First Horizon Advisors
Tennessee
$1.11M -$106K -4,101 -9%
SWA
91
Stratos Wealth Advisors
Ohio
$1.09M -$571K -22,167 -35%
BAM
92
Belpointe Asset Management
Nevada
$1.07M +$345K +13,413 +49%
MIAN
93
Mariner Independent Advisor Network
Kansas
$1.05M +$69.1K +2,681 +7%
FCA
94
FLC Capital Advisors
California
$1.04M +$459K +17,835 +81%
GI
95
GS Investments
Minnesota
$1.04M -$43.2K -1,676 -4%
Citigroup
96
Citigroup
New York
$1.03M +$85K +3,300 +9%
SFS
97
Sowell Financial Services
Arkansas
$933K +$386K +15,003 +73%
HI
98
Harbour Investments
Wisconsin
$877K +$848K +32,913 +5,597%
SIS
99
Sound Income Strategies
Florida
$851K +$550K +21,347 +191%
FIM
100
Freedom Investment Management
Connecticut
$849K +$128K +4,953 +18%

PFFD Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2021, worth a combined $907M — up 37% from $663M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFD positions and 6 closed out — a net gain of 30 holders — while 107 added to existing stakes and 25 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $71.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $13.7M.

  • 180 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2021, up from 151 in Q1 2021.
  • Funds reported $907M of Global X US Preferred ETF stock for Q2 2021, up 37% quarter-over-quarter.
  • 36 funds opened new Global X US Preferred ETF positions in Q2 2021 and 6 closed out, a net change of +30 holders.
  • The largest Global X US Preferred ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $71.2M added.
  • The largest Global X US Preferred ETF seller in Q2 2021 was Qube Research & Technologies (QRT), an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2021.