PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

223 hedge funds and large institutions have $964M invested in Global X US Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 77 reducing their positions, and 31 closing their positions.

Holders
223
Holders Change
-7
Holders Change %
-3.04%
% of All Funds
3.53%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
32
Increased
94
Reduced
77
Closed
31
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$205K

Top Buyers

1
OSNBOA
1
Old Second National Bank of Aurora
Illinois
$17.4M
2
RA
2
Rational Advisors
New York
$63.9M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$43.2M
4
EFS
4
Econ Financial Services
Pennsylvania
$8.75M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.2M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.99M
2
Bank of America
2
Bank of America
North Carolina
$42.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.3M
4
BFS
4
Bard Financial Services
Connecticut
$4.44M
5
LPL Financial
5
LPL Financial
California
$29.1M
Name Market Value Shares Shares
Change 		Shares
Change %
DAM
101
Derbend Asset Management
Georgia
$947K 36,781 – –
WWM
102
Western Wealth Management
Colorado
$943K 40,087 +40,087 New
MIAN
103
Mariner Independent Advisor Network
Kansas
$935K 40,070 -500 -1%
CRI
104
Colonial River Investments
Virginia
$932K 39,652 -4,336 -10%
1WM
105
1900 Wealth Management
Texas
$910K 38,748 +2,914 +8%
AWS
106
Atria Wealth Solutions
New York
$904K 38,459 +38,459 New
OPWM
107
Oxinas Partners Wealth Management
Indiana
$896K 38,123 -340,131 -90%
LWM
108
Laidlaw Wealth Management
New York
$892K 37,966 +2,511 +7%
GI
109
GS Investments
Minnesota
$881K 40,121 -120 -0.3%
Creative Planning
110
Creative Planning
Kansas
$858K 36,502 +36,502 New
WWM
111
WT Wealth Management
Arizona
$851K 36,224 -11,624 -24%
PAG
112
Private Advisor Group
New Jersey
$850K 36,160 -36,256 -50%
SI
113
Stephens Inc
Arkansas
$838K 35,647 +388 +1%
UA
114
Unison Advisors
District of Columbia
$816K 34,726 +9,944 +40%
AWM
115
Activest Wealth Management
Florida
$793K 33,758 -60,011 -64%
APA
116
American Portfolios Advisors
New York
$787K 33,475 +5,648 +20%
5L
117
55I LLC
Massachusetts
$781K 33,247 +33,247 New
FIM
118
Freedom Investment Management
Connecticut
$731K 31,116 -3,131 -9%
RPCA
119
Running Point Capital Advisors
California
$728K 30,969 +55 +0.2%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$660K 28,111 -4,099 -13%
LIG
121
Lokken Investment Group
Delaware
$636K 29,281 +1,735 +6%
AWA
122
Acorn Wealth Advisors
Michigan
$617K 26,264 -50 -0.2%
RF
123
RHS Financial
California
$613K 26,081 -32,239 -55%
CA
124
CSM Advisors
Pennsylvania
$613K 26,100 – –
Baird Financial Group
125
Baird Financial Group
Wisconsin
$611K 26,010 +2,109 +9%
3 4
5
6 7