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Global X US Preferred ETF
PFFD

Overview Fund Activity

151 hedge funds and large institutions have $663M invested in Global X US Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.66%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
39
Increased
79
Reduced
22
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$28M
2
Morgan Stanley
2
Morgan Stanley
New York
$49M
3
Bank of America
3
Bank of America
North Carolina
$63M
4
LPL Financial
4
LPL Financial
California
$23.3M
5
FMLI
5
Fukoku Mutual Life Insurance
Japan
$14.4M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.89M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
RJA
3
Raymond James & Associates
Florida
$6.94M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.78M
5
TAM
5
Tocqueville Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
101
Sowell Financial Services
Arkansas
$528K +$14.8K +580 +3%
SPC
102
Sigma Planning Corp
Michigan
$521K +$261K +10,227 +100%
CF
103
Centaurus Financial
California
$486K +$486K +19,070 New
CCC
104
Crescent Capital Consulting
Louisiana
$467K +$467K +18,365 New
EH
105
Equitable Holdings
New York
$463K +$239K +9,365 +106%
FCM
106
Firestone Capital Management
Florida
$456K +$18.8K +737 +4%
PG
107
Prostatis Group
Maryland
$419K -$130K -5,105 -24%
APA
108
American Portfolios Advisors
New York
$412K +$182K +7,131 +79%
RIA
109
Realta Investment Advisors
Delaware
$408K +$87K +3,408 +27%
RPCA
110
Running Point Capital Advisors
California
$384K +$130K +5,081 +51%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$355K -$2.25M -88,491 -86%
JWCA
112
J.W. Cole Advisors
Florida
$347K -$39.8K -1,559 -10%
UA
113
Unison Advisors
District of Columbia
$347K +$45.8K +1,793 +15%
GM
114
GeoWealth Management
Illinois
$330K +$867 +34 +0.3%
LWP
115
Legacy Wealth Partners
California
$315K -$79.7K -3,128 -20%
CA
116
Cetera Advisors
Colorado
$300K +$300K +11,758 New
AIC
117
Ameritas Investment Company
Nebraska
$292K +$292K +11,459 New
SIS
118
Sound Income Strategies
Florida
$285K +$285K +11,173 New
Wells Fargo
119
Wells Fargo
California
$267K +$183K +7,173 +217%
CCM
120
Crabel Capital Management
California
$260K +$260K +10,209 New
BC
121
Burney Company
Virginia
$259K +$259K +10,149 New
IA
122
IFP Advisors
Florida
$241K +$111K +4,325 +86%
WIA
123
World Investment Advisors
California
$240K +$240K +9,496 New
SWIG
124
Strategic Wealth Investment Group
Kentucky
$232K +$2.42K +95 +1%
AFP
125
Ausdal Financial Partners
Iowa
$222K +$222K +8,685 New
3 4
5
6 7