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Global X US Preferred ETF

190 hedge funds and large institutions have $1.09B invested in Global X US Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 25

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

20% more capital invested

Capital invested by funds: $907M → $1.09B (+$181M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more funds holding

Funds holding: 180190 (+10)

1.02% less ownership

Funds ownership: 46.32%45.3% (-1%)

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
3.33%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
30
Increased
110
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
SP Asset Management
California
$1.03M +$1.03M +39,628 New
GI
102
GS Investments
Minnesota
$1.02M
FIM
103
Freedom Investment Management
Connecticut
$979K +$145K +5,563 +17%
SFS
104
Sowell Financial Services
Arkansas
$916K -$2.83K -109 -0.3%
SI
105
Stephens Inc
Arkansas
$899K +$139K +5,329 +18%
AWM
106
Activest Wealth Management
Florida
$894K +$130K +5,011 +17%
LWM
107
Laidlaw Wealth Management
New York
$883K +$70.8K +2,722 +9%
RPCA
108
Running Point Capital Advisors
California
$876K +$123K +4,738 +16%
SWA
109
Stratos Wealth Advisors
Ohio
$838K -$238K -9,137 -22%
SWM
110
SeaCrest Wealth Management
New York
$829K +$595K +22,876 +246%
JCM
111
Jacobsen Capital Management
Utah
$828K +$5.96K +229 +0.7%
CT
112
Coastline Trust
Rhode Island
$815K +$822K +31,630 New
CA
113
Cetera Advisors
Colorado
$814K +$171K +6,558 +26%
AF
114
Advisornet Financial
Minnesota
$809K +$12.2K +468 +2%
ACA
115
Aptus Capital Advisors
Alabama
$794K
APA
116
American Portfolios Advisors
New York
$793K +$374K +14,398 +88%
Prudential Financial
117
Prudential Financial
New Jersey
$785K +$567K +21,803 +263%
LIG
118
Lokken Investment Group
Delaware
$709K +$60.8K +2,339 +9%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$709K +$410K +15,770 +134%
CA
120
CSM Advisors
Pennsylvania
$672K
AWA
121
Acorn Wealth Advisors
Michigan
$659K +$8.27K +318 +1%
GA
122
GFS Advisors
Texas
$649K +$6.5K +250 +1%
OIA
123
OneDigital Investment Advisors
Kansas
$649K +$365K +14,026 +126%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$641K +$647K +24,900 New
CF
125
Centaurus Financial
California
$619K +$4.34K +167 +0.7%

PFFD Hedge Fund Activity: Q3 2021 in Review

190 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2021, worth a combined $1.09B — up 20% from $907M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PFFD positions and 14 closed out — a net gain of 16 holders — while 110 added to existing stakes and 25 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $107M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $18.5M.

  • 190 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2021, up from 180 in Q2 2021.
  • Funds reported $1.09B of Global X US Preferred ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 30 funds opened new Global X US Preferred ETF positions in Q3 2021 and 14 closed out, a net change of +16 holders.
  • The largest Global X US Preferred ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $107M added.
  • The largest Global X US Preferred ETF seller in Q3 2021 was BNP Paribas Financial Markets, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2021.