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Global X US Preferred ETF
PFFD

190 hedge funds and large institutions have $1.09B invested in Global X US Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 25

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

20% more capital invested

Capital invested by funds: $907M → $1.09B (+$181M)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

6% more funds holding

Funds holding: 180 → 190 (+10)

1.02% less ownership

Funds ownership: 46.32% → 45.3% (-1%)

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
3.33%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
30
Increased
110
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$107M
2
Mariner
Mariner
Kansas
+$27.1M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$20.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.4M
5
William Blair & Company
William Blair & Company
Illinois
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$18.5M
2
EVM
Eaton Vance Management
Massachusetts
-$6.27M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.78M
4
Citigroup
Citigroup
New York
-$1.03M
5
RF
RHS Financial
California
-$717K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
126
AlphaMark Advisors
Kentucky
$610K +$616K +23,686 New
EH
127
Equitable Holdings
New York
$596K +$121K +4,655 +25%
PA
128
Procyon Advisors
Connecticut
$583K +$7.49K +288 +1%
CAS
129
Cascadia Advisory Services
Oregon
$576K -$15.3K -590 -3%
FCM
130
Firestone Capital Management
Florida
$574K – – –
UA
131
Unison Advisors
District of Columbia
$517K +$45.7K +1,759 +10%
PG
132
Prostatis Group
Maryland
$496K -$58.4K -2,245 -10%
RIA
133
Realta Investment Advisors
Delaware
$494K +$47.9K +1,843 +11%
CIAS
134
Capital Investment Advisory Services
North Carolina
$472K +$477K +18,335 New
BC
135
Burney Company
Virginia
$461K +$104K +3,990 +29%
GM
136
GeoWealth Management
Illinois
$434K +$69.2K +2,660 +19%
MFS
137
Madrona Financial Services
Washington
$433K +$437K +16,810 New
SPIA
138
Steward Partners Investment Advisory
New York
$411K -$52 -2 -0%
AWA
139
Arkadios Wealth Advisors
Georgia
$387K +$13K +500 +3%
CG
140
Colony Group
Massachusetts
$369K +$373K +14,335 New
Wealthfront Advisers
141
Wealthfront Advisers
California
$360K +$363K +13,954 New
IA
142
IFP Advisors
Florida
$300K +$7.83K +301 +3%
TP
143
Tranquility Partners
Tennessee
$299K +$301K +11,591 New
FA
144
FDx Advisors
Illinois
$291K +$77.6K +2,986 +36%
TWM
145
Titus Wealth Management
California
$283K -$57.2K -2,200 -17%
KAS
146
Kestra Advisory Services
Texas
$275K -$12.4K -476 -4%
EL
147
Essex LLC
Illinois
$275K +$278K +10,675 New
KWA
148
KCS Wealth Advisory
California
$265K +$11.8K +454 +5%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$264K +$10.4K +400 +4%
Millennium Management
150
Millennium Management
New York
$256K +$259K +9,955 New
4 5
6
7 8

PFFD Hedge Fund Activity: Q3 2021 in Review

190 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2021, worth a combined $1.09B — up 20% from $907M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PFFD positions and 14 closed out — a net gain of 16 holders — while 110 added to existing stakes and 25 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $107M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $18.5M.

  • 190 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2021, up from 180 in Q2 2021.
  • Funds reported $1.09B of Global X US Preferred ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 30 funds opened new Global X US Preferred ETF positions in Q3 2021 and 14 closed out, a net change of +16 holders.
  • The largest Global X US Preferred ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $107M added.
  • The largest Global X US Preferred ETF seller in Q3 2021 was BNP Paribas Financial Markets, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2021.