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Global X US Preferred ETF
PFFD

Overview Fund Activity

264 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
3.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
124
Reduced
75
Closed
14
Calls
$44K
Puts
$37K
Net Calls
+$7K
Net Calls Change
-$370K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$148M
2
OPAM
2
Ocean Park Asset Management
California
$20.3M
3
Ameriprise
3
Ameriprise
Minnesota
$10.3M
4
RSWM
4
Robertson Stephens Wealth Management
California
$7.05M
5
MWM
5
Modern Wealth Management
Kansas
$6.67M

Top Sellers

1
IG
1
ING Group
Netherlands
$0
2
RA
2
Rational Advisors
New York
$25.2M
3
UBS Group
3
UBS Group
Switzerland
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$95.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
101
Good Life Advisors
Pennsylvania
$944K +$642K +30,866 +212%
FCM
102
Fortis Capital Management
Washington
$941K +$5.09K +245 +0.5%
CCM
103
Crew Capital Management
Ohio
$914K +$93.4K +4,495 +11%
ES
104
Eagle Strategies
New York
$882K +$109K +5,255 +14%
TCM
105
Triumph Capital Management
Colorado
$872K -$822K -39,579 -49%
LSA
106
L & S Advisors
California
$855K +$43.5K +2,095 +5%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$848K -$26K -1,253 -3%
PTC
108
Private Trust Company
Ohio
$826K +$149K +7,156 +22%
EFS
109
Essex Financial Services
Connecticut
$824K – – –
CG
110
CFO4Life Group
Texas
$771K – – –
FCA
111
FLC Capital Advisors
California
$747K +$336K +16,148 +82%
Jane Street
112
Jane Street
New York
$747K +$387K +18,637 +108%
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$747K -$134K -6,442 -15%
AIFAIM
114
American Institute for Advanced Investment Management
Arizona
$731K +$206K +9,925 +39%
AAS
115
Avantax Advisory Services
Texas
$690K -$124K -5,955 -15%
AWA
116
Acorn Wealth Advisors
Michigan
$678K +$75K +3,609 +12%
KIM
117
Kestra Investment Management
Texas
$637K +$637K +30,646 New
IFPG
118
Intrepid Financial Planning Group
Indiana
$628K +$12.3K +590 +2%
NCM
119
Nelson Capital Management
California
$623K +$12.6K +607 +2%
IA
120
Inspire Advisors
Idaho
$613K +$137K +6,576 +29%
AWM
121
Activest Wealth Management
Florida
$612K +$2.2K +106 +0.4%
VFA
122
Valeo Financial Advisors
Indiana
$607K +$113K +5,440 +23%
Corient Private Wealth
123
Corient Private Wealth
Florida
$583K -$83.8K -4,032 -13%
AWM
124
Austin Wealth Management
Texas
$573K +$44.3K +2,129 +8%
P
125
&Partners
Tennessee
$564K +$564K +26,440 New
3 4
5
6 7