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Global X US Preferred ETF
PFFD

190 hedge funds and large institutions have $1.09B invested in Global X US Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 25

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

20% more capital invested

Capital invested by funds: $907M → $1.09B (+$181M)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

6% more funds holding

Funds holding: 180 → 190 (+10)

1.02% less ownership

Funds ownership: 46.32% → 45.3% (-1%)

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
3.33%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
30
Increased
110
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$107M
2
Mariner
Mariner
Kansas
+$27.1M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$20.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.4M
5
William Blair & Company
William Blair & Company
Illinois
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$18.5M
2
EVM
Eaton Vance Management
Massachusetts
-$6.27M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.78M
4
Citigroup
Citigroup
New York
-$1.03M
5
RF
RHS Financial
California
-$717K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$1.83M +$503K +19,330 +37%
CAN
77
Cetera Advisor Networks
California
$1.75M +$86.9K +3,342 +5%
RRWA
78
Rainey & Randall Wealth Advisors
Florida
$1.75M +$375K +14,405 +27%
FIA
79
Foundations Investment Advisors
Arizona
$1.69M +$1.53M +59,022 +763%
SLA
80
Silver Lake Advisory
Utah
$1.66M +$44.2K +1,699 +3%
NCM
81
Nelson Capital Management
California
$1.65M +$190K +7,322 +13%
RG
82
Retirement Group
California
$1.62M +$204K +7,855 +14%
PGAM
83
Princeton Global Asset Management
New Jersey
$1.59M +$228K +8,762 +17%
FHA
84
First Horizon Advisors
Tennessee
$1.52M +$425K +16,355 +38%
AMG
85
Advisors Management Group
Wisconsin
$1.49M +$118K +4,553 +9%
ANTB
86
AMG National Trust Bank
Colorado
$1.46M – – –
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$1.38M -$13.4K -514 -1%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.36M +$442 +17 +0%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$1.33M +$71.7K +2,759 +6%
RIG
90
Roosevelt Investment Group
New York
$1.27M +$8.69K +334 +0.7%
MA
91
Mutual Advisors
Nebraska
$1.25M +$11.6K +446 +0.9%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$1.23M +$1.24M +47,686 New
WWM
93
WT Wealth Management
Arizona
$1.19M -$84K -3,230 -7%
FCA
94
FLC Capital Advisors
California
$1.15M +$131K +5,025 +13%
FFWM
95
Future Financial Wealth Management
Ohio
$1.15M – – –
AWM
96
Accel Wealth Management
Iowa
$1.15M +$643K +24,719 +124%
MIAN
97
Mariner Independent Advisor Network
Kansas
$1.09M +$50.2K +1,931 +5%
HighTower Advisors
98
HighTower Advisors
Illinois
$1.08M +$798K +30,688 +280%
BAM
99
Belpointe Asset Management
Nevada
$1.06M +$5.62K +216 +0.5%
HI
100
Harbour Investments
Wisconsin
$1.04M +$177K +6,826 +20%
2 3
4
5 6

PFFD Hedge Fund Activity: Q3 2021 in Review

190 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2021, worth a combined $1.09B — up 20% from $907M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PFFD positions and 14 closed out — a net gain of 16 holders — while 110 added to existing stakes and 25 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $107M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $18.5M.

  • 190 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2021, up from 180 in Q2 2021.
  • Funds reported $1.09B of Global X US Preferred ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 30 funds opened new Global X US Preferred ETF positions in Q3 2021 and 14 closed out, a net change of +16 holders.
  • The largest Global X US Preferred ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $107M added.
  • The largest Global X US Preferred ETF seller in Q3 2021 was BNP Paribas Financial Markets, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2021.