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Global X US Preferred ETF
PFFD

Overview Fund Activity

290 hedge funds and large institutions have $1.21B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
290
Holders Change
+26
Holders Change %
+9.85%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
47
Increased
119
Reduced
78
Closed
16
Calls
$339K
Puts
$53K
Net Calls
+$286K
Net Calls Change
+$279K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$160M
2
Raymond James Financial
2
Raymond James Financial
Florida
$19.5M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
IAA
4
Independent Advisor Alliance
North Carolina
$6.7M
5
Lido Advisors
5
Lido Advisors
California
$26.5M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
OPAM
2
Ocean Park Asset Management
California
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UA
101
Unison Advisors
District of Columbia
$1.19M 60,973 +1,354 +2%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$1.14M 58,385 -17,115 -23%
PFS
103
Prospect Financial Services
New York
$1.1M 56,445 +56,445 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$1.09M 55,959 +15,171 +37%
AWM
105
Accel Wealth Management
Iowa
$1.03M 52,736 +4,205 +9%
GLA
106
Good Life Advisors
Pennsylvania
$974K 49,916 +4,480 +10%
FCA
107
FLC Capital Advisors
California
$959K 49,131 +13,171 +37%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$947K 48,533 +21,470 +79%
OC
109
Oppenheimer & Co
New York
$903K 46,275 +46,275 New
NL
110
NWAM LLC
Washington
$892K 45,720 +24,564 +116%
FCM
111
Fortis Capital Management
Washington
$879K 45,075 -224 -0.5%
TA
112
TrueWealth Advisors
Alabama
$859K 44,005 -3,583 -8%
ES
113
Eagle Strategies
New York
$827K 42,374 -77 -0.2%
TCM
114
Triumph Capital Management
Colorado
$777K 39,807 -2,180 -5%
EFS
115
Essex Financial Services
Connecticut
$774K 39,671 – –
LSA
116
L & S Advisors
California
$771K 39,539 -1,585 -4%
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$768K 39,367 +3,432 +10%
CG
118
CFO4Life Group
Texas
$724K 37,095 – –
PTC
119
Private Trust Company
Ohio
$718K 36,814 -2,955 -7%
IFPG
120
Intrepid Financial Planning Group
Indiana
$716K 36,705 +6,470 +21%
CCM
121
Crew Capital Management
Ohio
$701K 35,939 -8,050 -18%
AIFAIM
122
American Institute for Advanced Investment Management
Arizona
$692K 35,485 +300 +0.9%
HAM
123
Hickory Asset Management
Ohio
$662K 33,950 +33,950 New
KIM
124
Kestra Investment Management
Texas
$654K 33,504 +2,858 +9%
AAS
125
Avantax Advisory Services
Texas
$650K 33,336 +123 +0.4%
3 4
5
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