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Global X US Preferred ETF
PFFD

Overview Fund Activity

221 hedge funds and large institutions have $1.04B invested in Global X US Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
28
Increased
101
Reduced
70
Closed
30
Calls
$461K
Puts
$17K
Net Calls
+$444K
Net Calls Change
-$349K

Top Buyers

1
KW
1
KWB Wealth
California
$8.83M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.74M
3
Bank of America
3
Bank of America
North Carolina
$49.8M
4
Wells Fargo
4
Wells Fargo
California
$117M
5
AC
5
AlphaCore Capital
California
$4.17M

Top Sellers

1
MIM
1
Morningstar Investment Management
Illinois
$0
2
ST
2
Sageworth Trust
Pennsylvania
$0
3
MFG
3
Merit Financial Group
Georgia
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$1.37M
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$1.37M -$3.37M -173,656 -71%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$1.34M -$64.6K -3,329 -5%
TA
78
TrueWealth Advisors
Alabama
$1.33M +$48.3K +2,492 +4%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.19M +$300K +15,449 +34%
Corient Private Wealth
80
Corient Private Wealth
Florida
$1.15M -$93.6K -4,827 -8%
1WM
81
1900 Wealth Management
Texas
$1.1M +$92.5K +4,769 +9%
BCM
82
Brookstone Capital Management
Illinois
$1.07M +$41.2K +2,154 +4%
MA
83
Mutual Advisors
Nebraska
$1.06M -$16.2K -836 -2%
SAG
84
SageView Advisory Group
California
$1.06M +$1.06M +54,712 New
CTC
85
Central Trust Company
Missouri
$1.06M – – –
DWM
86
Drive Wealth Management
Utah
$960K -$80.3K -4,143 -8%
ES
87
Eagle Strategies
New York
$947K +$252K +13,010 +36%
UA
88
Unison Advisors
District of Columbia
$934K +$72.3K +3,728 +8%
RWIA
89
Roger Wittlin Investment Advisory
California
$914K +$14.7K +758 +2%
EFS
90
Essex Financial Services
Connecticut
$885K -$117K -6,010 -12%
FTS
91
Fifth Third Securities
Ohio
$876K +$95.9K +4,946 +12%
WWA
92
WCG Wealth Advisors
Nevada
$811K +$45.2K +2,317 +6%
RW
93
RVW Wealth
California
$792K +$53.8K +2,777 +7%
GC
94
Gratus Capital
Georgia
$776K +$776K +40,000 New
AWS
95
Atria Wealth Solutions
New York
$753K -$352K -18,129 -32%
GFG
96
Goldstone Financial Group
Illinois
$749K +$215K +11,082 +40%
ACM
97
Advisors Capital Management
New Jersey
$728K +$131K +6,755 +22%
RPCA
98
Running Point Capital Advisors
California
$708K +$71.3K +3,678 +11%
AAS
99
Avantax Advisory Services
Texas
$707K +$106K +5,451 +18%
CTWM
100
Cherry Tree Wealth Management
Minnesota
$696K +$696K +35,917 New
2 3
4
5 6