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Global X US Preferred ETF
PFFD

Overview Fund Activity

224 hedge funds and large institutions have $985M invested in Global X US Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
38
Increased
97
Reduced
66
Closed
27
Calls
$1.06M
Puts
$270K
Net Calls
+$793K
Net Calls Change
+$526K

Top Buyers

1
AMG
1
Advisors Management Group
Wisconsin
$13.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$14M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$11.2M
4
DK
4
David Kennon
Florida
$6.88M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.85M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$88.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
101
AMG National Trust Bank
Colorado
$697K +$11.2K +563 +2%
ACA
102
Atlas Capital Advisors
Wyoming
$664K -$208K -10,463 -24%
AWM
103
Activest Wealth Management
Florida
$657K -$312K -15,761 -32%
RPCA
104
Running Point Capital Advisors
California
$652K -$8.96K -451 -1%
MLA
105
My Legacy Advisors
Oregon
$647K +$21.5K +1,089 +3%
NCM
106
Nelson Capital Management
California
$637K -$10.3K -518 -2%
LWM
107
Laidlaw Wealth Management
New York
$624K -$7.13K -359 -1%
WCM
108
WealthBridge Capital Management
Ohio
$622K – – –
GG
109
Golden Green
South Carolina
$616K +$616K +31,021 New
AAS
110
Avantax Advisory Services
Texas
$616K +$117K +5,896 +23%
ACM
111
Advisors Capital Management
New Jersey
$611K -$15K -758 -2%
PAG
112
Private Advisor Group
New Jersey
$602K +$38K +1,914 +7%
BAM
113
Belpointe Asset Management
Nevada
$601K -$59K -2,970 -9%
FFN
114
Focus Financial Network
Minnesota
$582K +$582K +29,322 New
IA
115
IFP Advisors
Florida
$573K +$120K +4,971 +27%
CIAS
116
Capital Investment Advisory Services
North Carolina
$563K +$75.3K +3,790 +15%
GFG
117
Goldstone Financial Group
Illinois
$547K +$547K +27,563 New
PWM
118
Prosperity Wealth Management
California
$533K +$113K +5,668 +27%
OPWM
119
Oxinas Partners Wealth Management
Indiana
$519K -$15.4K -776 -3%
CA
120
CSM Advisors
Pennsylvania
$518K – – –
ASN
121
Advisory Services Network
Georgia
$513K +$149K +7,518 +41%
AWA
122
Acorn Wealth Advisors
Michigan
$505K -$1.23K -62 -0.2%
KWM
123
Kingsview Wealth Management
Oregon
$489K -$35.2K -1,772 -7%
FCM
124
Firestone Capital Management
Florida
$483K -$132K -6,628 -21%
SFS
125
Sowell Financial Services
Arkansas
$452K -$412K -20,735 -48%
3 4
5
6 7