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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.

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
1
Orgel Wealth Management
Wisconsin
$131M
2
NYLIM
2
New York Life Investment Management
New York
$34.8M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$9.21M
4
Wells Fargo
4
Wells Fargo
California
$51.8M
5
GXJ
5
Global X Japan
Japan
$66.7M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$588K
2
LPL Financial
2
LPL Financial
California
$78.5M
3
FAM
3
Flaharty Asset Management
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$107M
5
MWM
5
Modern Wealth Management
Kansas
$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Continuum Advisory
Idaho
$640K +$485K +25,744 +313%
HAM
127
Hickory Asset Management
Ohio
$639K -$4.54K -241 -0.7%
TA
128
TrueWealth Advisors
Alabama
$620K -$196K -10,421 -24%
OCM
129
Objective Capital Management
Ohio
$614K +$614K +32,626 New
IA
130
Inspire Advisors
Idaho
$603K -$35.3K -1,875 -6%
HWAM
131
Hennion & Walsh Asset Management
New Jersey
$588K -$29.4M -1,562,098 -98%
AWA
132
Acorn Wealth Advisors
Michigan
$577K -$41.9K -2,223 -7%
PTC
133
Private Trust Company
Ohio
$564K -$66.5K -3,530 -11%
AWM
134
Activest Wealth Management
Florida
$560K +$2.15K +114 +0.4%
MWA
135
Meridian Wealth Advisors
Texas
$546K – – –
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$536K -$3.97M -210,978 -88%
MFS
137
Madrona Financial Services
Washington
$530K +$40K +2,125 +8%
CF
138
Centaurus Financial
California
$529K +$37.4K +1,986 +8%
KBFS
139
Kohmann Bosshard Financial Services
Ohio
$523K -$484K -25,717 -48%
Corient Private Wealth
140
Corient Private Wealth
Florida
$516K -$4.14K -220 -0.8%
WWM
141
Western Wealth Management
Colorado
$513K -$137K -7,277 -21%
BWMG
142
Barnes Wealth Management Group
California
$502K +$43.7K +2,323 +10%
MFA
143
Millington Financial Advisors
Illinois
$495K +$72.8K +3,818 +17%
CA
144
CSM Advisors
Pennsylvania
$492K – – –
MCA
145
MSH Capital Advisors
Arizona
$489K -$7.57K -402 -2%
WCM
146
WealthBridge Capital Management
Ohio
$484K – – –
PWM
147
Perigon Wealth Management
California
$480K -$3.2K -170 -0.7%
SBH
148
Segall Bryant & Hamill
Illinois
$479K -$7.16K -380 -1%
WA
149
WBH Advisory
Maryland
$478K +$205K +10,910 +75%
NCM
150
Nelson Capital Management
California
$465K +$6.78K +360 +1%
4 5
6
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