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Global X US Preferred ETF
PFFD

Overview Fund Activity

284 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
31
Increased
103
Reduced
101
Closed
30
Calls
$384K
Puts
–
Net Calls
+$384K
Net Calls Change
-$132K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$131M
2
NYLIM
New York Life Investment Management
New York
+$29.6M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$9.21M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
GXJ
Global X Japan
Japan
+$6.92M

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$29.4M
2
LPL Financial
LPL Financial
California
-$28.3M
3
FAM
Flaharty Asset Management
Florida
-$19.1M
4
Bank of America
Bank of America
North Carolina
-$13.9M
5
MWM
Modern Wealth Management
Kansas
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.2M +$493K +26,203 +69%
Renaissance Technologies
102
Renaissance Technologies
New York
$1.15M +$1.15M +61,300 New
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$1.15M -$69.8K -3,703 -6%
GLA
104
Good Life Advisors
Pennsylvania
$1.12M -$322K -17,121 -22%
AWM
105
Apollon Wealth Management
South Carolina
$1.1M -$216K -11,453 -16%
PFS
106
Prospect Financial Services
New York
$1.06M -$229K -12,154 -18%
MFG
107
Merit Financial Group
Georgia
$1.05M -$422K -22,402 -29%
NL
108
NWAM LLC
Washington
$945K +$40.8K +2,136 +5%
AAA
109
Adams Asset Advisors
Texas
$938K +$938K +49,806 New
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$923K +$12.7K +677 +1%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$908K -$28.9K -1,532 -3%
AW
112
Alteri Wealth
California
$902K +$61.9K +3,286 +7%
AWM
113
Accel Wealth Management
Iowa
$877K -$269K -14,265 -23%
RF
114
RHS Financial
California
$858K -$258K -13,700 -23%
TCM
115
Triumph Capital Management
Colorado
$822K +$30.8K +1,637 +4%
SPWG
116
Syntegra Private Wealth Group
Missouri
$793K +$412K +21,854 +108%
Citadel Advisors
117
Citadel Advisors
Florida
$786K +$499K +26,477 +174%
EFS
118
Essex Financial Services
Connecticut
$747K – – –
ACI
119
Alpha Cubed Investments
California
$733K +$541K +28,757 +283%
IIA
120
Integral Investment Advisors
California
$709K – – –
AAS
121
Avantax Advisory Services
Texas
$708K +$45.9K +2,440 +7%
AIFAIM
122
American Institute for Advanced Investment Management
Arizona
$695K – – –
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$692K +$97.7K +5,187 +16%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$674K -$62.1K -3,296 -8%
IFPG
125
Intrepid Financial Planning Group
Indiana
$652K -$2.49K -132 -0.4%
3 4
5
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