Global X US Preferred ETF
PFFD
133 hedge funds and large institutions have $488M invested in Global X US Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 6 closing their positions.
617% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 6
186% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 21
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
48% more capital invested
Capital invested by funds: $331M → $488M (+$157M)
36% more funds holding
Funds holding: 98 → 133 (+35)
5.87% more ownership
Funds ownership: 44.86% → 50.73% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$15.9M |
| 2 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
+$13.9M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$8.25M |
| 4 |
Morgan Stanley
New York
|
+$7.96M |
| 5 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$7.34M |
| 2 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$5.21M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$1.68M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$903K |
| 5 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
-$817K |
PFFD Hedge Fund Activity: Q4 2020 in Review
133 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q4 2020, worth a combined $488M — up 48% from $331M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new PFFD positions and 6 closed out — a net gain of 37 holders — while 60 added to existing stakes and 21 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $15.9M. The largest seller was Woodard & Company Asset Management Group, exiting entirely with an estimated $7.34M sold.
- 133 institutional investors held Global X US Preferred ETF (PFFD) as of Q4 2020, up from 98 in Q3 2020.
- Funds reported $488M of Global X US Preferred ETF stock for Q4 2020, up 48% quarter-over-quarter.
- 43 funds opened new Global X US Preferred ETF positions in Q4 2020 and 6 closed out, a net change of +37 holders.
- The largest Global X US Preferred ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $15.9M added.
- The largest Global X US Preferred ETF seller in Q4 2020 was Woodard & Company Asset Management Group, an estimated $7.34M sold.
Based on aggregated 13F filings for Q4 2020.