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Global X US Preferred ETF
PFFD

Overview Fund Activity

133 hedge funds and large institutions have $488M invested in Global X US Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+35
Holders Change %
+35.71%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
43
Increased
60
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$41.3M
2
TPW
2
Tiller Private Wealth
Pennsylvania
$14.2M
3
ACM
3
Advisors Capital Management
New Jersey
$8.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.6M
5
BCA
5
Biltmore Capital Advisors
New Jersey
$5.64M

Top Sellers

1
WCAMG
1
Woodard & Company Asset Management Group
North Carolina
$0
2
WAS
2
Wealth Advisory Solutions
Indiana
$0
3
Lido Advisors
3
Lido Advisors
California
$8.65M
4
SS
4
Simplicity Solutions
Minnesota
$6.19M
5
MIM
5
Morningstar Investment Management
Illinois
$7.39M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$263K 10,181 +10,181 New
RPCA
102
Running Point Capital Advisors
California
$257K 9,965 +9,965 New
APA
103
American Portfolios Advisors
New York
$232K 9,006 +5,006 +125%
SWIG
104
Strategic Wealth Investment Group
Kentucky
$232K 9,004 -312 -3%
EH
105
Equitable Holdings
New York
$227K 8,799 +8,799 New
TF
106
Trek Financial
Arizona
$224K 8,686 -605 -7%
HAS
107
HBW Advisory Services
California
$214K 8,281 +7 +0.1%
FA
108
FDx Advisors
Illinois
$212K 8,234 -27 -0.3%
UCFA
109
United Capital Financial Advisors
Texas
$201K 7,805 -14,366 -65%
MAFM
110
Mid Atlantic Financial Management
Pennsylvania
$201K 7,779 +7,779 New
SPIA
111
Steward Partners Investment Advisory
New York
$187K 7,250 +3,100 +75%
JPLA
112
Joseph P. Lucia & Associates
New York
$163K 6,330 +6,330 New
IA
113
IFP Advisors
Florida
$130K 5,039 +910 +22%
CFA
114
Carroll Financial Associates
North Carolina
$116K 4,505 +38 +0.9%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$103K 4,000 – –
VFA
116
Valeo Financial Advisors
Indiana
$98K 3,815 +49 +1%
CFGS
117
Concourse Financial Group Securities
Alabama
$89K 3,443 -193 -5%
Wells Fargo
118
Wells Fargo
California
$85K 3,301 +1,701 +106%
GRP
119
Global Retirement Partners
California
$48K 1,866 +635 +52%
AWA
120
Arkadios Wealth Advisors
Georgia
$38K 1,500 +1,500 New
GI
121
Gradient Investments
Minnesota
$37K 1,501 – –
FFA
122
Founders Financial Alliance
North Carolina
$37K 1,425 – –
AWM
123
Accel Wealth Management
Iowa
$29K 1,104 +1,104 New
PFO
124
Pathstone Family Office
New Jersey
$26K 1,010 – –
CTFG
125
Capstone Triton Financial Group
Oklahoma
$20K 776 +776 New
2 3 4
5
6