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Global X US Preferred ETF
PFFD

Overview Fund Activity

207 hedge funds and large institutions have $842M invested in Global X US Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 87 reducing their positions, and 29 closing their positions.

Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
23
Increased
76
Reduced
87
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$123M
2
Jane Street
2
Jane Street
New York
$9.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.7M
4
RA
4
Rational Advisors
New York
$49.7M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$4.63M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$22.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$25.3M
3
MAM
3
Madison Asset Management
Wisconsin
$0
4
MCM
4
MAI Capital Management
Ohio
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
76
Sheets Smith Wealth Management
North Carolina
$1.31M +$25K +1,220 +2%
Prudential Financial
77
Prudential Financial
New Jersey
$1.3M -$135K -6,594 -9%
RW
78
RVW Wealth
California
$1.3M +$14.3K +695 +1%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$1.28M -$6.01M -292,838 -82%
RIG
80
Roosevelt Investment Group
New York
$1.26M +$37.3K +1,816 +3%
1WM
81
1900 Wealth Management
Texas
$1.23M +$107K +5,196 +10%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$1.2M -$28.3K -1,380 -2%
ANTB
83
AMG National Trust Bank
Colorado
$1.12M +$166K +8,100 +17%
MA
84
Mutual Advisors
Nebraska
$1.1M +$35.8K +1,745 +3%
AWS
85
Atria Wealth Solutions
New York
$1.09M +$520K +25,358 +91%
KWM
86
Kingsview Wealth Management
Oregon
$1.05M -$431K -21,000 -29%
CRWM
87
Castle Rock Wealth Management
California
$1.04M +$43.9K +2,204 +4%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$1.01M +$135K +6,600 +15%
IRC
89
Investors Research Corp
Georgia
$998K +$256K +12,485 +34%
WTC
90
WhitTier Trust Company
Nevada
$985K +$374K +18,230 +61%
Truist Financial
91
Truist Financial
North Carolina
$953K +$953K +46,468 New
CT
92
Coastline Trust
Rhode Island
$945K -$1.17M -56,970 -55%
WWA
93
WCG Wealth Advisors
Nevada
$945K -$89.4K -3,850 -9%
SAM
94
SP Asset Management
California
$928K +$12.4K +605 +1%
CA
95
Cetera Advisors
Colorado
$905K -$12.9K -631 -1%
UA
96
Unison Advisors
District of Columbia
$858K +$14.1K +688 +2%
EH
97
Equitable Holdings
New York
$855K -$114K -5,572 -12%
TA
98
TrueWealth Advisors
Alabama
$849K +$849K +41,407 New
FFWM
99
Future Financial Wealth Management
Ohio
$842K -$20.7K -978 -2%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$829K +$126K +6,158 +18%
2 3
4
5 6