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Global X US Preferred ETF

180 hedge funds and large institutions have $907M invested in Global X US Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

328% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 25

37% more capital invested

Capital invested by funds: $663M → $907M (+$244M)

19% more funds holding

Funds holding: 151180 (+29)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.66% more ownership

Funds ownership: 44.66%46.32% (+1.7%)

Holders
180
Holders Change
+29
Holders Change %
+19.21%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
36
Increased
107
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
101
Jacobsen Capital Management
Utah
$835K +$5.82K +226 +0.7%
LWM
102
Laidlaw Wealth Management
New York
$826K +$813K +31,559 New
AF
103
Advisornet Financial
Minnesota
$810K +$26.1K +1,012 +3%
ACA
104
Aptus Capital Advisors
Alabama
$807K
AWM
105
Activest Wealth Management
Florida
$777K +$186K +7,210 +32%
SI
106
Stephens Inc
Arkansas
$774K +$9.04K +351 +1%
RPCA
107
Running Point Capital Advisors
California
$766K +$366K +14,215 +94%
CA
108
CSM Advisors
Pennsylvania
$682K +$672K +26,100 New
AWA
109
Acorn Wealth Advisors
Michigan
$661K +$5.49K +213 +0.8%
LIG
110
Lokken Investment Group
Delaware
$660K +$649K +25,202 New
CA
111
Cetera Advisors
Colorado
$655K +$342K +13,285 +113%
GA
112
GFS Advisors
Texas
$653K +$643K +24,950 New
CF
113
Centaurus Financial
California
$624K +$123K +4,783 +25%
CAS
114
Cascadia Advisory Services
Oregon
$600K +$591K +22,935 New
PA
115
Procyon Advisors
Connecticut
$585K +$6.64K +258 +1%
FCM
116
Firestone Capital Management
Florida
$574K +$104K +4,055 +23%
PG
117
Prostatis Group
Maryland
$563K +$131K +5,090 +31%
AWM
118
Accel Wealth Management
Iowa
$520K +$371K +14,399 +262%
EH
119
Equitable Holdings
New York
$483K +$7.99K +310 +2%
UA
120
Unison Advisors
District of Columbia
$480K +$122K +4,741 +35%
RIA
121
Realta Investment Advisors
Delaware
$453K +$34.7K +1,349 +8%
APA
122
American Portfolios Advisors
New York
$429K +$6.29K +244 +2%
SPIA
123
Steward Partners Investment Advisory
New York
$418K +$214K +8,323 +109%
JWCA
124
J.W. Cole Advisors
Florida
$414K +$56.7K +2,203 +16%
AWA
125
Arkadios Wealth Advisors
Georgia
$380K +$375K +14,551 New

PFFD Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2021, worth a combined $907M — up 37% from $663M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFD positions and 6 closed out — a net gain of 30 holders — while 107 added to existing stakes and 25 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $71.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $13.7M.

  • 180 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2021, up from 151 in Q1 2021.
  • Funds reported $907M of Global X US Preferred ETF stock for Q2 2021, up 37% quarter-over-quarter.
  • 36 funds opened new Global X US Preferred ETF positions in Q2 2021 and 6 closed out, a net change of +30 holders.
  • The largest Global X US Preferred ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $71.2M added.
  • The largest Global X US Preferred ETF seller in Q2 2021 was Qube Research & Technologies (QRT), an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2021.