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Global X US Preferred ETF
PFFD

Overview Fund Activity

224 hedge funds and large institutions have $985M invested in Global X US Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
38
Increased
97
Reduced
66
Closed
27
Calls
$1.06M
Puts
$270K
Net Calls
+$793K
Net Calls Change
+$526K

Top Buyers

1
AMG
1
Advisors Management Group
Wisconsin
$13.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$14M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$11.2M
4
DK
4
David Kennon
Florida
$6.88M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.85M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$88.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
76
Miracle Mile Advisors
California
$1.39M -$63.2K -3,183 -4%
IRC
77
Investors Research Corp
Georgia
$1.36M +$176K +8,853 +15%
TA
78
TrueWealth Advisors
Alabama
$1.31M +$230K +11,582 +21%
CA
79
Cetera Advisors
Colorado
$1.28M +$231K +11,614 +22%
Corient Private Wealth
80
Corient Private Wealth
Florida
$1.27M +$84.3K +4,247 +7%
AWS
81
Atria Wealth Solutions
New York
$1.13M +$29.8K +1,499 +3%
MA
82
Mutual Advisors
Nebraska
$1.1M +$76.6K +3,859 +7%
QAM
83
Q3 Asset Management
Michigan
$1.09M +$1.09M +54,639 New
CTC
84
Central Trust Company
Missouri
$1.08M +$862K +43,402 +393%
BCM
85
Brookstone Capital Management
Illinois
$1.08M -$165K -8,303 -13%
DWM
86
Drive Wealth Management
Utah
$1.07M -$75.5K -3,800 -7%
1WM
87
1900 Wealth Management
Texas
$1.03M +$455 +23 +0%
EFS
88
Essex Financial Services
Connecticut
$1.03M -$13.1K -659 -1%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$1.01M +$1.01M +50,950 New
RWIA
90
Roger Wittlin Investment Advisory
California
$921K +$14K +707 +2%
MML Investors Services
91
MML Investors Services
Massachusetts
$911K -$1.14M -57,489 -56%
UA
92
Unison Advisors
District of Columbia
$882K +$258 +13 +0%
Truist Financial
93
Truist Financial
North Carolina
$843K -$38.8K -1,953 -4%
EH
94
Equitable Holdings
New York
$822K +$46.4K +2,335 +6%
FTS
95
Fifth Third Securities
Ohio
$800K +$146K +7,332 +22%
FIM
96
Freedom Investment Management
Connecticut
$792K +$231K +11,654 +41%
WWA
97
WCG Wealth Advisors
Nevada
$780K -$137K -6,895 -15%
RW
98
RVW Wealth
California
$756K -$236K -11,884 -24%
GI
99
GS Investments
Minnesota
$714K – – –
ES
100
Eagle Strategies
New York
$711K +$261K +13,149 +58%
2 3
4
5 6