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Global X US Preferred ETF
PFFD

Overview Fund Activity

284 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
31
Increased
103
Reduced
101
Closed
30
Calls
$384K
Puts
–
Net Calls
+$384K
Net Calls Change
-$132K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$131M
2
NYLIM
New York Life Investment Management
New York
+$29.6M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$9.21M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
GXJ
Global X Japan
Japan
+$6.92M

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$29.4M
2
LPL Financial
LPL Financial
California
-$28.3M
3
FAM
Flaharty Asset Management
Florida
-$19.1M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
MWM
Modern Wealth Management
Kansas
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
76
Quadrature Capital
United Kingdom
$1.95M +$1.95M +103,685 New
KIM
77
Kestra Investment Management
Texas
$1.86M +$807K +42,582 +76%
CWP
78
Cyndeo Wealth Partners
Florida
$1.85M – – –
CWM
79
CIBC World Markets
New York
$1.83M +$97.6K +5,182 +6%
EH
80
Equitable Holdings
New York
$1.75M +$46.9K +2,490 +3%
GWM
81
GSB Wealth Management
Connecticut
$1.75M +$248K +19,188 +17%
NA
82
NewEdge Advisors
Louisiana
$1.7M +$144K +7,671 +9%
PAG
83
Private Advisor Group
New Jersey
$1.7M -$1.5M -79,691 -47%
CW
84
CreativeOne Wealth
Kansas
$1.64M +$62.1K +3,299 +4%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$1.63M – – –
FA
86
FF Advisors
California
$1.56M +$79.6K +4,225 +5%
PS
87
Principal Securities
Iowa
$1.53M +$81.1K +4,306 +6%
AF
88
Apollon Financial
South Carolina
$1.52M -$82.3K -4,370 -5%
MA
89
Mutual Advisors
Nebraska
$1.42M -$29.1K -1,524 -2%
IRC
90
Investors Research Corp
Georgia
$1.4M -$17.7K -940 -1%
PPWM
91
Perissos Private Wealth Management
Oklahoma
$1.36M -$223K -11,835 -14%
ES
92
Eagle Strategies
New York
$1.32M +$292K +15,488 +28%
ACM
93
Advisors Capital Management
New Jersey
$1.3M +$5.27K +280 +0.4%
WA
94
Waverly Advisors
Alabama
$1.28M +$37.2K +1,977 +3%
LSA
95
L & S Advisors
California
$1.26M +$528K +28,025 +72%
DSC
96
Duncker Streett & Co
Missouri
$1.26M -$33.4K -1,773 -3%
AC
97
Apella Capital
Connecticut
$1.26M +$1.26M +66,502 New
UA
98
Unison Advisors
District of Columbia
$1.24M +$68.7K +3,649 +6%
FAIM
99
Financial Advocates Investment Management
Washington
$1.23M -$331K -17,604 -21%
PT
100
Plimoth Trust
Massachusetts
$1.23M +$45.8K +2,430 +4%
2 3
4
5 6