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Global X US Preferred ETF
PFFD

Overview Fund Activity

236 hedge funds and large institutions have $1.06B invested in Global X US Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 19 closing their positions.

Holders
236
Holders Change
+15
Holders Change %
+6.79%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
36
Increased
92
Reduced
73
Closed
19
Calls
$307K
Puts
$71K
Net Calls
+$236K
Net Calls Change
-$208K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$77M
2
Creative Planning
2
Creative Planning
Kansas
$15.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.62M
4
FGAM
4
Financial Gravity Asset Management
Texas
$3.25M
5
AIP
5
Ameritas Investment Partners
Nebraska
$5.45M

Top Sellers

1
BFS
1
Bard Financial Services
Connecticut
$0
2
Lido Advisors
2
Lido Advisors
California
$24.4M
3
Wells Fargo
3
Wells Fargo
California
$110M
4
TYCC
4
Texas Yale Capital Corp
Florida
$969K
5
RA
5
Rational Advisors
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$1.41M -$32.3K -1,719 -2%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.4M +$37.8K +2,007 +3%
TA
78
TrueWealth Advisors
Alabama
$1.36M +$76.3K +4,055 +6%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.33M +$171K +9,099 +15%
GC
80
Gratus Capital
Georgia
$1.2M +$449K +23,875 +60%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$142K -7,545 -11%
Prudential Financial
82
Prudential Financial
New Jersey
$1.13M -$216K -11,509 -16%
1WM
83
1900 Wealth Management
Texas
$1.04M -$28.8K -1,531 -3%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$1.03M +$1.03M +54,752 New
CTC
85
Central Trust Company
Missouri
$1.02M – – –
MA
86
Mutual Advisors
Nebraska
$1.02M -$8.45K -449 -0.8%
GFG
87
Goldstone Financial Group
Illinois
$975K +$248K +13,189 +34%
TYCC
88
Texas Yale Capital Corp
Florida
$969K -$2.23M -118,330 -70%
SAG
89
SageView Advisory Group
California
$949K -$79.7K -4,238 -8%
AAS
90
Avantax Advisory Services
Texas
$949K +$263K +13,993 +38%
UA
91
Unison Advisors
District of Columbia
$919K +$13.4K +715 +1%
ACM
92
Advisors Capital Management
New Jersey
$914K +$208K +11,040 +29%
FTS
93
Fifth Third Securities
Ohio
$905K +$54.6K +2,902 +6%
Stifel Financial
94
Stifel Financial
Missouri
$882K +$882K +46,905 New
EFS
95
Essex Financial Services
Connecticut
$859K – – –
DWM
96
Drive Wealth Management
Utah
$796K -$136K -7,220 -15%
SA
97
Strategic Advocates
Utah
$794K +$794K +42,234 New
SFG
98
StrategIQ Financial Group
Indiana
$769K +$315K +16,725 +69%
Corient Private Wealth
99
Corient Private Wealth
Florida
$762K -$353K -18,740 -32%
CSPAM
100
Cary Street Partners Asset Management
Virginia
$744K +$744K +39,579 New
2 3
4
5 6