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Global X US Preferred ETF
PFFD

Overview Fund Activity

282 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 30 closing their positions.

Holders
282
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
3.79%
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
101
Reduced
101
Closed
30
Calls
$384K
Puts
–
Net Calls
+$384K
Net Calls Change
-$132K

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$131M
2
NYLIM
2
New York Life Investment Management
New York
$34.8M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$9.21M
4
Wells Fargo
4
Wells Fargo
California
$51.8M
5
GXJ
5
Global X Japan
Japan
$66.7M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$588K
2
LPL Financial
2
LPL Financial
California
$78.5M
3
FAM
3
Flaharty Asset Management
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$107M
5
MWM
5
Modern Wealth Management
Kansas
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
101
Renaissance Technologies
New York
$1.15M 61,300 +61,300 New
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$1.15M 61,157 -3,703 -6%
GLA
103
Good Life Advisors
Pennsylvania
$1.12M 59,338 -17,121 -22%
AWM
104
Apollon Wealth Management
South Carolina
$1.1M 58,549 -11,453 -16%
PFS
105
Prospect Financial Services
New York
$1.06M 56,135 -12,154 -18%
MFG
106
Merit Financial Group
Georgia
$1.05M 55,648 -22,402 -29%
NL
107
NWAM LLC
Washington
$945K 49,542 +2,136 +5%
AAA
108
Adams Asset Advisors
Texas
$938K 49,806 +49,806 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$923K 49,010 +677 +1%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$908K 48,196 -1,532 -3%
AW
111
Alteri Wealth
California
$902K 47,906 +3,286 +7%
AWM
112
Accel Wealth Management
Iowa
$877K 46,577 -14,265 -23%
RF
113
RHS Financial
California
$858K 45,567 -13,700 -23%
TCM
114
Triumph Capital Management
Colorado
$822K 43,636 +1,637 +4%
SPWG
115
Syntegra Private Wealth Group
Missouri
$793K 42,106 +21,854 +108%
Citadel Advisors
116
Citadel Advisors
Florida
$786K 41,721 +26,477 +174%
EFS
117
Essex Financial Services
Connecticut
$747K 39,671 – –
ACI
118
Alpha Cubed Investments
California
$733K 38,923 +28,757 +283%
IIA
119
Integral Investment Advisors
California
$709K 37,651 – –
AAS
120
Avantax Advisory Services
Texas
$708K 37,601 +2,440 +7%
AIFAIM
121
American Institute for Advanced Investment Management
Arizona
$695K 36,908 – –
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$692K 36,758 +5,187 +16%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$674K 35,807 -3,296 -8%
IFPG
124
Intrepid Financial Planning Group
Indiana
$652K 34,636 -132 -0.4%
CA
125
Continuum Advisory
Idaho
$640K 33,962 +25,744 +313%
3 4
5
6 7