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Global X US Preferred ETF
PFFD

Overview Fund Activity

251 hedge funds and large institutions have $1.17B invested in Global X US Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-11
Holders Change %
-4.2%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
27
Increased
112
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$111M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.93M
3
QAM
3
Q3 Asset Management
Michigan
$5.73M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.66M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412K
3
Bank of America
3
Bank of America
North Carolina
$89.9M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
RA
5
Rational Advisors
New York
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$813K -$339K -16,823 -29%
GC
102
Gratus Capital
Georgia
$806K -$2.88K -143 -0.4%
RW
103
RVW Wealth
California
$781K +$3.23K +160 +0.4%
EFS
104
Essex Financial Services
Connecticut
$780K – – –
CG
105
CFO4Life Group
Texas
$748K – – –
LSA
106
L & S Advisors
California
$737K +$36K +1,785 +5%
IP
107
Ignite Planners
California
$712K -$267K -13,227 -27%
FCM
108
Firestone Capital Management
Florida
$710K +$203K +10,055 +40%
Corient Private Wealth
109
Corient Private Wealth
Florida
$677K -$84.9K -4,209 -11%
PTC
110
Private Trust Company
Ohio
$676K +$56.9K +2,824 +9%
MLA
111
My Legacy Advisors
Oregon
$662K -$57.4K -2,849 -8%
WWA
112
WCG Wealth Advisors
Nevada
$655K +$73.4K +3,640 +13%
IIA
113
Integral Investment Advisors
California
$632K +$632K +31,091 New
AWM
114
Activest Wealth Management
Florida
$617K -$1.13M -56,005 -65%
AWA
115
Acorn Wealth Advisors
Michigan
$588K +$48.1K +2,388 +9%
GRP
116
Global Retirement Partners
California
$585K -$19.7K -975 -3%
NCM
117
Nelson Capital Management
California
$583K +$14.9K +739 +3%
IFPG
118
Intrepid Financial Planning Group
Indiana
$583K +$583K +28,910 New
CWM
119
Cornerstone Wealth Management
Missouri
$557K +$347K +17,192 +165%
MCA
120
MSH Capital Advisors
Arizona
$553K +$118K +5,877 +27%
WCM
121
WealthBridge Capital Management
Ohio
$532K – – –
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$530K -$48.8K -2,421 -8%
DWM
123
Drive Wealth Management
Utah
$529K -$112K -5,531 -17%
CA
124
CSM Advisors
Pennsylvania
$526K – – –
PWM
125
Perigon Wealth Management
California
$502K +$184K +9,130 +58%
3 4
5
6 7