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Global X US Preferred ETF
PFFD

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Global X US Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
3.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
42
Increased
83
Reduced
74
Closed
25
Calls
$279K
Puts
$12K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$459M
2
Wells Fargo
2
Wells Fargo
California
$114M
3
FAM
3
Flaharty Asset Management
Florida
$30.7M
4
Cohen & Steers
4
Cohen & Steers
New York
$23.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.8M

Top Sellers

1
RA
1
Rational Advisors
New York
$38.1M
2
SCI
2
Stableford Capital II
Arizona
$212K
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$20.6K
4
CI
4
Conning Inc
Connecticut
$11.2M
5
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
TAGStone Capital
North Carolina
$436K +$436K +22,386 New
FFWM
127
Future Financial Wealth Management
Ohio
$429K -$340K -17,554 -44%
PWM
128
Prosperity Wealth Management
California
$410K +$410K +21,187 New
MFS
129
Madrona Financial Services
Washington
$391K +$19.8K +1,022 +5%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$389K +$389K +6,510 New
SWM
131
SeaCrest Wealth Management
New York
$381K -$18.7K -965 -5%
BS
132
Boenning & Scattergood
Pennsylvania
$377K +$377K +16,053 New
SC
133
Scotia Capital
Ontario, Canada
$374K -$194K -10,000 -34%
ASN
134
Advisory Services Network
Georgia
$354K +$354K +18,294 New
MFA
135
Millington Financial Advisors
Illinois
$354K +$354K +18,256 New
MCA
136
MSH Capital Advisors
Arizona
$350K -$10.2K -525 -3%
RIA
137
Realta Investment Advisors
Delaware
$347K +$1.14K +59 +0.3%
KIA
138
KLR Investment Advisors
Rhode Island
$344K +$344K +17,655 New
JCM
139
Jacobsen Capital Management
Utah
$339K +$5.24K +271 +2%
OBWG
140
Onyx Bridge Wealth Group
New York
$337K +$337K +16,465 New
HAG
141
HF Advisory Group
Maryland
$331K +$331K +17,077 New
IWM
142
IHT Wealth Management
Illinois
$317K -$9.63K -497 -3%
LWMG
143
Levy Wealth Management Group
Pennsylvania
$313K +$3.41K +176 +1%
FHA
144
First Horizon Advisors
Tennessee
$296K +$7.81K +403 +3%
FWM
145
Foresight Wealth Management
Utah
$292K -$2.66M -137,478 -90%
AWA
146
Arkadios Wealth Advisors
Georgia
$282K -$2.75K -142 -1%
WCG
147
Weaver Consulting Group
California
$282K -$18.4K -950 -6%
BOSSRA
148
B.O.S.S. Retirement Advisors
Utah
$281K +$281K +14,498 New
KFGK
149
Keystone Financial Group (Kentucky)
Kentucky
$267K – – –
TSS
150
Two Sigma Securities
New York
$267K +$267K +13,790 New
4 5
6
7 8