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Global X US Preferred ETF
PFFD

Overview Fund Activity

236 hedge funds and large institutions have $1.06B invested in Global X US Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 19 closing their positions.

Holders
236
Holders Change
+15
Holders Change %
+6.79%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
36
Increased
92
Reduced
73
Closed
19
Calls
$307K
Puts
$71K
Net Calls
+$236K
Net Calls Change
-$208K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$77M
2
Creative Planning
2
Creative Planning
Kansas
$15.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.62M
4
FGAM
4
Financial Gravity Asset Management
Texas
$3.25M
5
AIP
5
Ameritas Investment Partners
Nebraska
$5.45M

Top Sellers

1
BFS
1
Bard Financial Services
Connecticut
$0
2
Lido Advisors
2
Lido Advisors
California
$24.4M
3
Wells Fargo
3
Wells Fargo
California
$110M
4
TYCC
4
Texas Yale Capital Corp
Florida
$969K
5
RA
5
Rational Advisors
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
101
RVW Wealth
California
$740K -$28.1K -1,493 -4%
WWA
102
WCG Wealth Advisors
Nevada
$715K -$125K -6,168 -15%
AWS
103
Atria Wealth Solutions
New York
$710K -$20K -1,062 -3%
CG
104
CFO4Life Group
Texas
$698K +$698K +37,095 New
ES
105
Eagle Strategies
New York
$696K -$223K -11,844 -24%
AWM
106
Apollon Wealth Management
South Carolina
$688K +$688K +36,586 New
RPCA
107
Running Point Capital Advisors
California
$670K -$16.9K -901 -2%
Citadel Advisors
108
Citadel Advisors
Florida
$664K +$661K +35,135 +21,039%
GG
109
Golden Green
South Carolina
$652K +$59.2K +3,149 +10%
CTWM
110
Cherry Tree Wealth Management
Minnesota
$648K -$27.3K -1,452 -4%
MLA
111
My Legacy Advisors
Oregon
$641K +$50.7K +2,899 +9%
PAG
112
Private Advisor Group
New Jersey
$621K +$19K +1,008 +3%
LSA
113
L & S Advisors
California
$609K +$609K +32,360 New
EH
114
Equitable Holdings
New York
$607K +$29.8K +1,582 +5%
FIM
115
Freedom Investment Management
Connecticut
$584K -$67.1K -3,569 -10%
NA
116
NewEdge Advisors
Louisiana
$564K +$81.9K +4,354 +17%
NCM
117
Nelson Capital Management
California
$554K +$26K +1,380 +5%
ANTB
118
AMG National Trust Bank
Colorado
$547K – – –
PWM
119
Prosperity Wealth Management
California
$543K +$42.2K +2,243 +8%
FFN
120
Focus Financial Network
Minnesota
$535K -$18.9K -1,007 -3%
BWP
121
Balboa Wealth Partners
Arizona
$520K +$520K +27,662 New
WCM
122
WealthBridge Capital Management
Ohio
$508K -$80.9K -4,300 -14%
AWA
123
Acorn Wealth Advisors
Michigan
$504K +$3.44K +183 +0.7%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$494K +$2.97K +158 +0.6%
CA
125
CSM Advisors
Pennsylvania
$491K – – –
3 4
5
6 7