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Global X US Preferred ETF
PFFD

255 hedge funds and large institutions have $1.17B invested in Global X US Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 113 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,195% more call options, than puts

Call options by funds: $492K | Put options by funds: $38K

49% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 76

5% less capital invested

Capital invested by funds: $1.23B → $1.17B (-$60.3M)

3% less funds holding

Funds holding: 264 → 255 (-9)

3.9% less ownership

Funds ownership: 52.57% → 48.66% (-3.9%)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
255
Holders Change
-9
Holders Change %
-3.41%
% of All Funds
3.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
29
Increased
113
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$18.8M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.96M
3
QAM
Q3 Asset Management
Michigan
+$5.67M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.65M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$5.55M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$59.7M
2
CSIA
Charles Schwab Investment Advisory
California
-$49.3M
3
Bank of America
Bank of America
North Carolina
-$23.2M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$16M
5
RA
Rational Advisors
New York
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
76
Investors Research Corp
Georgia
$1.56M -$44.8K -2,245 -3%
FTS
77
Fifth Third Securities
Ohio
$1.55M +$518K +25,948 +51%
FA
78
FF Advisors
California
$1.53M +$435K +21,788 +40%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.49M +$27.2K +1,366 +2%
PPWM
80
Perissos Private Wealth Management
Oklahoma
$1.46M +$1.44M +72,376 New
MA
81
Mutual Advisors
Nebraska
$1.36M +$261K +13,070 +24%
RF
82
RHS Financial
California
$1.31M +$1.3M +65,125 New
AWM
83
Apollon Wealth Management
South Carolina
$1.28M +$361K +18,104 +40%
Prudential Financial
84
Prudential Financial
New Jersey
$1.26M +$238K +11,912 +23%
Citadel Advisors
85
Citadel Advisors
Florida
$1.25M +$841K +42,167 +213%
GVAG
86
Great Valley Advisor Group
Delaware
$1.23M +$1.22M +61,014 New
WA
87
Waverly Advisors
Alabama
$1.23M +$1.22M +60,950 New
FHA
88
Flagship Harbor Advisors
Massachusetts
$1.22M +$37.2K +1,866 +3%
ACM
89
Advisors Capital Management
New Jersey
$1.19M +$62.2K +3,119 +6%
NA
90
NewEdge Advisors
Louisiana
$1.17M +$962K +48,218 +490%
JP Morgan Chase
91
JP Morgan Chase
New York
$1.15M +$32.2K +1,612 +3%
UA
92
Unison Advisors
District of Columbia
$1.08M +$59.3K +2,974 +6%
RW
93
Rockport Wealth
Ohio
$1.07M +$1.06M +53,001 New
FCM
94
Fortis Capital Management
Washington
$1.01M -$61.7K -3,094 -6%
TA
95
TrueWealth Advisors
Alabama
$996K -$336K -16,836 -25%
AWM
96
Accel Wealth Management
Iowa
$990K -$16.7K -836 -2%
EH
97
Equitable Holdings
New York
$985K +$207K +10,366 +27%
AAS
98
Avantax Advisory Services
Texas
$921K -$167K -8,388 -16%
DWA
99
Delta Wealth Advisors
Indiana
$891K +$882K +44,200 New
TCM
100
Triumph Capital Management
Colorado
$879K +$581K +29,134 +203%
2 3
4
5 6

PFFD Hedge Fund Activity: Q1 2024 in Review

255 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2024, worth a combined $1.17B — down 4.9% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of PFFD and 29 opened new positions — a net loss of 7 holders — while 76 trimmed existing stakes and 113 added.

The largest buyer was LPL Financial, adding an estimated $18.8M. The largest seller was Morgan Stanley, cutting an estimated $59.7M.

  • 255 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2024, down from 264 in Q4 2023.
  • Funds reported $1.17B of Global X US Preferred ETF stock for Q1 2024, down 4.9% quarter-over-quarter.
  • 29 funds opened new Global X US Preferred ETF positions in Q1 2024 and 36 closed out, a net change of -7 holders.
  • The largest Global X US Preferred ETF buyer in Q1 2024 was LPL Financial, an estimated $18.8M added.
  • The largest Global X US Preferred ETF seller in Q1 2024 was Morgan Stanley, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2024.