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Global X US Preferred ETF
PFFD

Overview Fund Activity

251 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 27 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-11
Holders Change %
-4.2%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
27
Increased
112
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$111M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.93M
3
QAM
3
Q3 Asset Management
Michigan
$5.73M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.66M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412K
3
Bank of America
3
Bank of America
North Carolina
$89.9M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
RA
5
Rational Advisors
New York
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
76
Investors Research Corp
Georgia
$1.56M -$45.3K -2,245 -3%
FTS
77
Fifth Third Securities
Ohio
$1.55M +$523K +25,948 +51%
FA
78
FF Advisors
California
$1.53M +$439K +21,788 +40%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.49M +$27.5K +1,366 +2%
PPWM
80
Perissos Private Wealth Management
Oklahoma
$1.46M +$1.46M +72,376 New
MA
81
Mutual Advisors
Nebraska
$1.36M +$263K +13,070 +24%
RF
82
RHS Financial
California
$1.31M +$1.31M +65,125 New
AWM
83
Apollon Wealth Management
South Carolina
$1.28M +$365K +18,104 +40%
Prudential Financial
84
Prudential Financial
New Jersey
$1.26M +$240K +11,912 +23%
Citadel Advisors
85
Citadel Advisors
Florida
$1.25M +$850K +42,167 +213%
GVAG
86
Great Valley Advisor Group
Delaware
$1.23M +$1.23M +61,014 New
WA
87
Waverly Advisors
Alabama
$1.23M +$1.23M +60,950 New
FHA
88
Flagship Harbor Advisors
Massachusetts
$1.22M +$37.6K +1,866 +3%
ACM
89
Advisors Capital Management
New Jersey
$1.19M +$62.9K +3,119 +6%
NA
90
NewEdge Advisors
Louisiana
$1.17M +$972K +48,218 +490%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$1.15M +$32.5K +1,612 +3%
UA
92
Unison Advisors
District of Columbia
$1.08M +$60K +2,974 +6%
RW
93
Rockport Wealth
Ohio
$1.07M +$1.07M +53,001 New
FCM
94
Fortis Capital Management
Washington
$1.01M -$62.4K -3,094 -6%
TA
95
TrueWealth Advisors
Alabama
$996K -$339K -16,836 -25%
AWM
96
Accel Wealth Management
Iowa
$990K -$16.9K -836 -2%
EH
97
Equitable Holdings
New York
$985K +$209K +10,366 +27%
AAS
98
Avantax Advisory Services
Texas
$921K -$169K -8,388 -16%
TCM
99
Triumph Capital Management
Colorado
$879K +$589K +29,134 +203%
WWM
100
Western Wealth Management
Colorado
$827K +$827K +41,028 New
2 3
4
5 6