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Global X US Preferred ETF

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

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

328% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 25

37% more capital invested

Capital invested by funds: $663M → $907M (+$244M)

19% more funds holding

Funds holding: 151180 (+29)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.66% more ownership

Funds ownership: 44.66%46.32% (+1.7%)

Holders
180
Holders Change
+29
Holders Change %
+19.21%
% of All Funds
3.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GM
126
GeoWealth Management
Illinois
$371K +$32.7K +1,268 +10%
BC
127
Burney Company
Virginia
$364K +$96.7K +3,755 +37%
TWM
128
Titus Wealth Management
California
$345K +$340K +13,185 New
LWPC
129
Legacy Wealth Partners (California)
California
$343K +$19.4K +755 +6%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$308K -$55.7K -2,164 -16%
BAIA
131
Bel Air Investment Advisors
California
$305K +$300K +11,665 New
IA
132
IFP Advisors
Florida
$298K +$54.5K +2,117 +23%
KAS
133
Kestra Advisory Services
Texas
$292K +$287K +11,152 New
OIA
134
OneDigital Investment Advisors
Kansas
$292K +$288K +11,172 New
ARC
135
Advisor Resource Council
Texas
$289K +$285K +11,047 New
HighTower Advisors
136
HighTower Advisors
Illinois
$286K +$282K +10,962 New
Wells Fargo
137
Wells Fargo
California
$270K -$3.55K -138 -1%
KWA
138
KCS Wealth Advisory
California
$257K +$253K +9,820 New
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$257K +$254K +9,850 New
1WM
140
1900 Wealth Management
Texas
$255K +$251K +9,751 New
CRI
141
Colonial River Investments
Virginia
$251K +$247K +9,582 New
WIA
142
World Investment Advisors
California
$248K -$335 -13 -0.1%
UCFA
143
United Capital Financial Advisors
Texas
$245K +$34K +1,320 +16%
SWM
144
SeaCrest Wealth Management
New York
$243K +$240K +9,302 New
SWIG
145
Strategic Wealth Investment Group
Kentucky
$241K +$2.47K +96 +1%
AFP
146
Ausdal Financial Partners
Iowa
$231K +$3.4K +132 +2%
WFA
147
Wipfli Financial Advisors
Wisconsin
$228K +$224K +8,700 New
HAS
148
HBW Advisory Services
California
$224K
SPC
149
Sigma Planning Corp
Michigan
$219K -$310K -12,022 -59%
FA
150
FDx Advisors
Illinois
$217K +$1.83K +71 +0.9%

PFFD Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2021, worth a combined $907M — up 37% from $663M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFD positions and 6 closed out — a net gain of 30 holders — while 107 added to existing stakes and 25 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $71.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $13.7M.

  • 180 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2021, up from 151 in Q1 2021.
  • Funds reported $907M of Global X US Preferred ETF stock for Q2 2021, up 37% quarter-over-quarter.
  • 36 funds opened new Global X US Preferred ETF positions in Q2 2021 and 6 closed out, a net change of +30 holders.
  • The largest Global X US Preferred ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $71.2M added.
  • The largest Global X US Preferred ETF seller in Q2 2021 was Qube Research & Technologies (QRT), an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2021.