Global X US Preferred ETF
PFFD
220 hedge funds and large institutions have $1.44B invested in Global X US Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 75 reducing their positions, and 25 closing their positions.
2,225% more call options, than puts
Call options by funds: $279K | Put options by funds: $12K
71% more capital invested
Capital invested by funds: $842M → $1.44B (+$596M)
68% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 25
11% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 75
6% more funds holding
Funds holding: 208 → 220 (+12)
5.31% more ownership
Funds ownership: 40.08% → 45.39% (+5.3%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$117M |
| 2 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$31.7M |
| 3 |
Cohen & Steers
New York
|
+$23.9M |
| 4 |
Morgan Stanley
New York
|
+$19.2M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
-$9.13M |
| 2 |
SCI
Stableford Capital II
Scottsdale,
Arizona
|
-$7.49M |
| 3 |
OSNBOA
Old Second National Bank of Aurora
Aurora,
Illinois
|
-$6.81M |
| 4 |
CI
Conning Inc
Hartford,
Connecticut
|
-$3.89M |
| 5 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
-$3.71M |
PFFD Hedge Fund Activity: Q4 2022 in Review
220 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q4 2022, worth a combined $1.44B — up 71% from $842M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PFFD positions and 25 closed out — a net gain of 17 holders — while 83 added to existing stakes and 75 trimmed.
The largest buyer was Wells Fargo, adding an estimated $117M. The largest seller was Rational Advisors, cutting an estimated $9.13M.
- 220 institutional investors held Global X US Preferred ETF (PFFD) as of Q4 2022, up from 208 in Q3 2022.
- Funds reported $1.44B of Global X US Preferred ETF stock for Q4 2022, up 71% quarter-over-quarter.
- 42 funds opened new Global X US Preferred ETF positions in Q4 2022 and 25 closed out, a net change of +17 holders.
- The largest Global X US Preferred ETF buyer in Q4 2022 was Wells Fargo, an estimated $117M added.
- The largest Global X US Preferred ETF seller in Q4 2022 was Rational Advisors, an estimated $9.13M sold.
Based on aggregated 13F filings for Q4 2022.