PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

180 hedge funds and large institutions have $907M invested in Global X US Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+29
Holders Change %
+19.21%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
36
Increased
107
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$71.9M
2
RA
Rational Advisors
New York
$41.3M
3
CI
Conning Inc
Connecticut
$20.3M
4
APA
Allegiant Private Advisors
Florida
$24M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$18.7M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.14M
3
RJA
Raymond James & Associates
Florida
$5.62M
4
GG
Golden Green
South Carolina
$0
5
AssetMark Inc
AssetMark Inc
California
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
126
GeoWealth Management
Illinois
$371K +$33.1K +1,268 +10%
BC
127
Burney Company
Virginia
$364K +$98.3K +3,755 +37%
TWM
128
Titus Wealth Management
California
$345K +$345K +13,185 New
LWP
129
Legacy Wealth Partners
California
$343K +$19.7K +755 +6%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$308K -$56.6K -2,164 -16%
BAIA
131
Bel Air Investment Advisors
California
$305K +$305K +11,665 New
IA
132
IFP Advisors
Florida
$298K +$54.9K +2,117 +23%
KAS
133
Kestra Advisory Services
Texas
$292K +$292K +11,152 New
OIA
134
OneDigital Investment Advisors
Kansas
$292K +$292K +11,172 New
ARC
135
Advisor Resource Council
Texas
$289K +$289K +11,047 New
HighTower Advisors
136
HighTower Advisors
Illinois
$286K +$286K +10,962 New
Wells Fargo
137
Wells Fargo
California
$270K -$3.61K -138 -1%
KWA
138
KCS Wealth Advisory
California
$257K +$257K +9,820 New
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$257K +$257K +9,850 New
1WM
140
1900 Wealth Management
Texas
$255K +$255K +9,751 New
CRI
141
Colonial River Investments
Virginia
$251K +$251K +9,582 New
WIA
142
World Investment Advisors
California
$248K -$340 -13 -0.1%
UCFA
143
United Capital Financial Advisors
Texas
$245K +$34.5K +1,320 +16%
SWM
144
SeaCrest Wealth Management
New York
$243K +$243K +9,302 New
SWIG
145
Strategic Wealth Investment Group
Kentucky
$241K +$2.52K +96 +1%
AFP
146
Ausdal Financial Partners
Iowa
$231K +$3.46K +132 +2%
WFA
147
Wipfli Financial Advisors
Wisconsin
$228K +$228K +8,700 New
HAS
148
HBW Advisory Services
California
$224K – – –
SPC
149
Sigma Planning Corp
Michigan
$219K -$314K -12,022 -59%
FA
150
FDx Advisors
Illinois
$217K +$1.86K +71 +0.9%
4 5
6
7 8