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Global X US Preferred ETF
PFFD

Overview Fund Activity

262 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
3.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
52
Increased
77
Reduced
100
Closed
22
Calls
$889K
Puts
$266K
Net Calls
+$623K
Net Calls Change
+$387K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
LPL Financial
2
LPL Financial
California
$89M
3
Bank of America
3
Bank of America
North Carolina
$109M
4
OMC
4
Old Mission Capital
Illinois
$7.78M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.13M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$34.1M
2
FAM
2
Flaharty Asset Management
Florida
$25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.4M
4
Lido Advisors
4
Lido Advisors
California
$19.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$1.43M -$132K -6,817 -8%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.4M -$41.9K -2,160 -3%
TA
78
TrueWealth Advisors
Alabama
$1.29M -$121K -6,217 -9%
AFG
79
Albion Financial Group
Utah
$1.27M +$1.27M +65,554 New
CA
80
Cetera Advisors
Colorado
$1.26M -$191K -9,828 -13%
FHA
81
Flagship Harbor Advisors
Massachusetts
$1.14M +$1.14M +58,825 New
SFG
82
StrategIQ Financial Group
Indiana
$1.14M +$346K +17,835 +44%
PAG
83
Private Advisor Group
New Jersey
$1.11M +$474K +24,430 +74%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.11M -$86.1K -4,437 -7%
ACM
85
Advisors Capital Management
New Jersey
$1.09M +$144K +7,423 +15%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$1.07M +$11.3K +582 +1%
MA
87
Mutual Advisors
Nebraska
$1.06M +$4.85K +250 +0.5%
AAS
88
Avantax Advisory Services
Texas
$1.05M +$69.6K +3,589 +7%
FA
89
FF Advisors
California
$1.04M +$1.04M +53,865 New
FCM
90
Fortis Capital Management
Washington
$1.03M -$1.9M -97,897 -65%
Stifel Financial
91
Stifel Financial
Missouri
$1M +$93.5K +4,822 +10%
FTS
92
Fifth Third Securities
Ohio
$997K +$59.1K +3,030 +6%
Prudential Financial
93
Prudential Financial
New Jersey
$986K -$184K -9,498 -16%
UA
94
Unison Advisors
District of Columbia
$984K +$36.3K +1,873 +4%
AWM
95
Accel Wealth Management
Iowa
$969K -$481K -24,770 -33%
AWM
96
AE Wealth Management
Kansas
$953K -$3.12M -156,045 -77%
IP
97
Ignite Planners
California
$941K -$1.03M -52,900 -52%
SAG
98
SageView Advisory Group
California
$918K -$96.1K -4,780 -9%
PWM
99
Prosperity Wealth Management
California
$880K +$320K +16,514 +57%
AWM
100
Apollon Wealth Management
South Carolina
$878K +$168K +8,647 +24%
2 3
4
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