We are live on ! Find out more
PFFD icon

Global X US Preferred ETF

288 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, 121 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $910K | Put options by funds: $394K

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

0.01% more ownership

Funds ownership: 51.91%51.93% (+0.01%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.22B → $1.16B (-$54.1M)

2% less funds holding

Funds holding: 293288 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
24
Increased
121
Reduced
96
Closed
25
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.24M -$645K -32,845 -34%
PT
102
Plimoth Trust
Massachusetts
$1.2M -$125K -6,349 -9%
UA
103
Unison Advisors
District of Columbia
$1.19M +$27.7K +1,410 +2%
AWM
104
Accel Wealth Management
Iowa
$1.16M +$159K +8,106 +15%
RF
105
RHS Financial
California
$1.13M -$467K -23,803 -29%
BCM
106
Bluefin Capital Management
New York
$1.12M +$1.16M +58,906 New
KIM
107
Kestra Investment Management
Texas
$1.06M +$437K +22,262 +66%
ES
108
Eagle Strategies
New York
$1.04M +$245K +12,498 +29%
KBFS
109
Kohmann Bosshard Financial Services
Ohio
$1.02M -$96.4K -4,911 -8%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$947K +$330K +16,804 +51%
FCA
111
FLC Capital Advisors
California
$936K +$982 +50 +0.1%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$920K -$6.35M -323,349 -87%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$905K +$933K +47,533 New
NL
114
NWAM LLC
Washington
$903K +$33.1K +1,686 +4%
AW
115
Alteri Wealth
California
$850K +$222K +11,326 +34%
TA
116
TrueWealth Advisors
Alabama
$826K -$12.6K -643 -1%
TCM
117
Triumph Capital Management
Colorado
$800K +$43K +2,192 +6%
EFS
118
Essex Financial Services
Connecticut
$755K
LSA
119
L & S Advisors
California
$745K -$7.91K -403 -1%
JP Morgan Chase
120
JP Morgan Chase
New York
$745K -$5.18K -264 -0.7%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$719K +$532K +27,104 +255%
IIA
122
Integral Investment Advisors
California
$717K +$101K +5,143 +16%
AIFAIM
123
American Institute for Advanced Investment Management
Arizona
$703K +$27.9K +1,423 +4%
CCM
124
Crew Capital Management
Ohio
$681K -$2.87K -146 -0.4%
AAS
125
Avantax Advisory Services
Texas
$669K +$35.8K +1,825 +5%

PFFD Hedge Fund Activity: Q1 2025 in Review

288 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2025, worth a combined $1.16B — down 4.5% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PFFD and 24 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 121 added.

The largest buyer was Global X Japan, adding an estimated $9.13M. The largest seller was LPL Financial, cutting an estimated $49.6M.

  • 288 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2025, down from 293 in Q4 2024.
  • Funds reported $1.16B of Global X US Preferred ETF stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 24 funds opened new Global X US Preferred ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest Global X US Preferred ETF buyer in Q1 2025 was Global X Japan, an estimated $9.13M added.
  • The largest Global X US Preferred ETF seller in Q1 2025 was LPL Financial, an estimated $49.6M sold.

Based on aggregated 13F filings for Q1 2025.