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Global X US Preferred ETF

288 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $910K | Put options by funds: $394K

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

0.01% more ownership

Funds ownership: 51.91%51.93% (+0.01%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.22B → $1.16B (-$54.1M)

2% less funds holding

Funds holding: 293288 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
24
Increased
121
Reduced
96
Closed
25
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
76
Great Valley Advisor Group
Delaware
$2.28M +$858K +43,706 +58%
CBT
77
Crews Bank & Trust
Florida
$2.23M -$99.2K -5,050 -4%
GWM
78
GSB Wealth Management
Connecticut
$2.21M -$1.77M -90,256 -44%
CWP
79
Cyndeo Wealth Partners
Florida
$1.87M
CWM
80
CIBC World Markets
New York
$1.75M +$49K +2,496 +3%
EH
81
Equitable Holdings
New York
$1.72M +$324K +16,512 +22%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$1.65M
AF
83
Apollon Financial
South Carolina
$1.62M -$27.5K -1,400 -2%
PPWM
84
Perissos Private Wealth Management
Oklahoma
$1.6M -$4.42K -225 -0.3%
CW
85
CreativeOne Wealth
Kansas
$1.59M -$6.36K -324 -0.4%
FAIM
86
Financial Advocates Investment Management
Washington
$1.58M +$1.18M +60,162 +264%
NA
87
NewEdge Advisors
Louisiana
$1.57M +$219K +11,145 +16%
PS
88
Principal Securities
Iowa
$1.5M +$18.9K +965 +1%
MFG
89
Merit Financial Group
Georgia
$1.49M -$1.93M -98,177 -56%
FA
90
FF Advisors
California
$1.47M -$36.5K -1,861 -2%
GLA
91
Good Life Advisors
Pennsylvania
$1.46M +$521K +26,543 +53%
IRC
92
Investors Research Corp
Georgia
$1.43M -$1.89K -96 -0.1%
MA
93
Mutual Advisors
Nebraska
$1.43M +$37.8K +1,925 +3%
AWM
94
Apollon Wealth Management
South Carolina
$1.33M +$62.1K +3,165 +5%
DSC
95
Duncker Streett & Co
Missouri
$1.31M -$21.3K -1,085 -2%
ACM
96
Advisors Capital Management
New Jersey
$1.31M +$54.2K +2,760 +4%
PFS
97
Prospect Financial Services
New York
$1.3M +$233K +11,844 +21%
FHA
98
Flagship Harbor Advisors
Massachusetts
$1.29M +$74.2K +3,779 +6%
PGF
99
Plan Group Financial
Oklahoma
$1.29M +$1.01M +51,563 +318%
WA
100
Waverly Advisors
Alabama
$1.26M -$5.14K -262 -0.4%

PFFD Hedge Fund Activity: Q1 2025 in Review

288 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2025, worth a combined $1.16B — down 4.5% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PFFD and 24 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 121 added.

The largest buyer was Global X Japan, adding an estimated $9.13M. The largest seller was LPL Financial, cutting an estimated $49.6M.

  • 288 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2025, down from 293 in Q4 2024.
  • Funds reported $1.16B of Global X US Preferred ETF stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 24 funds opened new Global X US Preferred ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest Global X US Preferred ETF buyer in Q1 2025 was Global X Japan, an estimated $9.13M added.
  • The largest Global X US Preferred ETF seller in Q1 2025 was LPL Financial, an estimated $49.6M sold.

Based on aggregated 13F filings for Q1 2025.