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Global X US Preferred ETF
PFFD

Overview Fund Activity

285 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 119 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
-5
Holders Change %
-1.72%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
24
Increased
119
Reduced
96
Closed
24
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K

Top Buyers

1
GXJ
Global X Japan
Japan
+$8.86M
2
CFG
Compton Financial Group
Maryland
+$6.47M
3
Ameriprise
Ameriprise
Minnesota
+$4.46M
4
Bank of America
Bank of America
North Carolina
+$4.32M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.28M

Top Sellers

1
LPL Financial
LPL Financial
California
-$48.1M
2
AMG
Advisors Management Group
Wisconsin
-$19.5M
3
IAA
Independent Advisor Alliance
North Carolina
-$6.7M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$6.16M
5
IHWM
Iron Horse Wealth Management
Iowa
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.24M -$625K -32,845 -34%
PT
102
Plimoth Trust
Massachusetts
$1.2M -$121K -6,349 -9%
UA
103
Unison Advisors
District of Columbia
$1.19M +$26.8K +1,410 +2%
AWM
104
Accel Wealth Management
Iowa
$1.16M +$154K +8,106 +15%
RF
105
RHS Financial
California
$1.13M -$453K -23,803 -29%
BCM
106
Bluefin Capital Management
New York
$1.12M +$1.12M +58,906 New
KIM
107
Kestra Investment Management
Texas
$1.06M +$424K +22,262 +66%
ES
108
Eagle Strategies
New York
$1.04M +$238K +12,498 +29%
KBFS
109
Kohmann Bosshard Financial Services
Ohio
$1.02M -$93.5K -4,911 -8%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$947K +$320K +16,804 +51%
FCA
111
FLC Capital Advisors
California
$936K +$952 +50 +0.1%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$920K -$6.16M -323,349 -87%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$905K +$905K +47,533 New
NL
114
NWAM LLC
Washington
$903K +$32.1K +1,686 +4%
AW
115
Alteri Wealth
California
$850K +$216K +11,326 +34%
TA
116
TrueWealth Advisors
Alabama
$826K -$12.2K -643 -1%
TCM
117
Triumph Capital Management
Colorado
$800K +$41.7K +2,192 +6%
EFS
118
Essex Financial Services
Connecticut
$755K – – –
LSA
119
L & S Advisors
California
$745K -$7.67K -403 -1%
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$745K -$5.03K -264 -0.7%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$719K +$516K +27,104 +255%
IIA
122
Integral Investment Advisors
California
$717K +$97.9K +5,143 +16%
AIFAIM
123
American Institute for Advanced Investment Management
Arizona
$703K +$27.1K +1,423 +4%
CCM
124
Crew Capital Management
Ohio
$681K -$2.78K -146 -0.4%
AAS
125
Avantax Advisory Services
Texas
$669K +$34.7K +1,825 +5%
3 4
5
6 7