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Global X US Preferred ETF
PFFD

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Global X US Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 25 closing their positions.

Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
3.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
42
Increased
83
Reduced
74
Closed
25
Calls
$279K
Puts
$12K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$459M
2
Wells Fargo
2
Wells Fargo
California
$114M
3
FAM
3
Flaharty Asset Management
Florida
$30.7M
4
Cohen & Steers
4
Cohen & Steers
New York
$23.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.8M

Top Sellers

1
RA
1
Rational Advisors
New York
$38.1M
2
SCI
2
Stableford Capital II
Arizona
$212K
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$20.6K
4
CI
4
Conning Inc
Connecticut
$11.2M
5
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
101
GS Investments
Minnesota
$696K -$75.1K -3,875 -10%
MLA
102
My Legacy Advisors
Oregon
$681K -$80.6K -3,754 -11%
ANTB
103
AMG National Trust Bank
Colorado
$669K -$389K -20,100 -37%
RPCA
104
Running Point Capital Advisors
California
$645K -$97.7K -5,045 -13%
BAM
105
Belpointe Asset Management
Nevada
$644K -$103K -5,311 -14%
FTS
106
Fifth Third Securities
Ohio
$641K -$2.9K -149 -0.5%
NCM
107
Nelson Capital Management
California
$632K -$2.42K -125 -0.4%
LWM
108
Laidlaw Wealth Management
New York
$615K +$18.2K +942 +3%
ACM
109
Advisors Capital Management
New Jersey
$611K +$19 +1 +0%
TCM
110
Triumph Capital Management
Colorado
$610K +$17.5K +906 +3%
WCM
111
WealthBridge Capital Management
Ohio
$606K +$378K +19,500 +165%
FCM
112
Firestone Capital Management
Florida
$600K +$211K +10,901 +54%
FCA
113
FLC Capital Advisors
California
$574K -$22.3K -1,150 -4%
WTC
114
WhitTier Trust Company
Nevada
$568K -$361K -18,661 -39%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$553K -$651K -33,627 -54%
FIM
116
Freedom Investment Management
Connecticut
$547K -$1.34K -69 -0.2%
OPWM
117
Oxinas Partners Wealth Management
Indiana
$521K +$47.7K +2,465 +10%
KWM
118
Kingsview Wealth Management
Oregon
$511K -$479K -24,731 -48%
CA
119
CSM Advisors
Pennsylvania
$506K – – –
AWA
120
Acorn Wealth Advisors
Michigan
$494K – – –
AAS
121
Avantax Advisory Services
Texas
$487K +$77.9K +4,023 +19%
CIAS
122
Capital Investment Advisory Services
North Carolina
$476K +$1.84K +95 +0.4%
IA
123
IFP Advisors
Florida
$453K -$24.3K -1,004 -5%
LRWA
124
Long Run Wealth Advisors
New York
$446K +$446K +23,000 New
ES
125
Eagle Strategies
New York
$439K +$439K +22,670 New
3 4
5
6 7