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Global X US Preferred ETF
PFFD

Overview Fund Activity

224 hedge funds and large institutions have $985M invested in Global X US Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
38
Increased
97
Reduced
66
Closed
27
Calls
$1.06M
Puts
$270K
Net Calls
+$793K
Net Calls Change
+$526K

Top Buyers

1
AMG
1
Advisors Management Group
Wisconsin
$13.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$14M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$11.2M
4
DK
4
David Kennon
Florida
$6.88M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.85M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$88.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
TAGStone Capital
North Carolina
$445K – – –
CG
127
Colony Group
Massachusetts
$435K +$168K +8,467 +63%
William Blair & Company
128
William Blair & Company
Illinois
$408K +$242K +12,198 +146%
MCA
129
MSH Capital Advisors
Arizona
$403K +$43.5K +2,190 +12%
MFS
130
Madrona Financial Services
Washington
$401K -$338 -17 -0.1%
FFWM
131
Future Financial Wealth Management
Ohio
$395K -$46.7K -2,341 -11%
SWM
132
SeaCrest Wealth Management
New York
$385K -$5.72K -288 -1%
CW
133
Channel Wealth
California
$379K +$379K +19,101 New
AWA
134
Arete Wealth Advisors
Illinois
$372K -$34.4K -463 -8%
TCM
135
Triumph Capital Management
Colorado
$366K -$259K -13,018 -41%
GM
136
GeoWealth Management
Illinois
$364K +$116K +5,873 +47%
LSA
137
L & S Advisors
California
$362K +$362K +18,231 New
KIA
138
KLR Investment Advisors
Rhode Island
$362K +$11K +555 +3%
CAM
139
Cresset Asset Management
Illinois
$358K +$358K +18,027 New
HAG
140
HF Advisory Group
Maryland
$357K +$18K +905 +5%
IWM
141
IHT Wealth Management
Illinois
$357K +$32.1K +1,614 +10%
JCM
142
Jacobsen Capital Management
Utah
$347K -$1.09K -55 -0.3%
RIA
143
Realta Investment Advisors
Delaware
$347K -$8.6K -433 -2%
FA
144
Fermata Advisors
California
$340K +$340K +17,121 New
MFA
145
Millington Financial Advisors
Illinois
$335K -$27.1K -1,365 -7%
OBWG
146
Onyx Bridge Wealth Group
New York
$329K +$2.26K +114 +0.7%
LWMG
147
Levy Wealth Management Group
Pennsylvania
$325K +$3.44K +173 +1%
KAS
148
Kestra Advisory Services
Texas
$318K +$318K +16,021 New
BOSSRA
149
B.O.S.S. Retirement Advisors
Utah
$316K +$28K +1,411 +10%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$315K +$70.8K +3,561 +29%
4 5
6
7 8