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Global X US Preferred ETF
PFFD

Overview Fund Activity

221 hedge funds and large institutions have $1.04B invested in Global X US Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
28
Increased
101
Reduced
70
Closed
30
Calls
$461K
Puts
$17K
Net Calls
+$444K
Net Calls Change
-$349K

Top Buyers

1
KW
KWB Wealth
California
$8.83M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$8.74M
3
Bank of America
Bank of America
North Carolina
$49.8M
4
Wells Fargo
Wells Fargo
California
$117M
5
AC
AlphaCore Capital
California
$4.17M

Top Sellers

1
MIM
Morningstar Investment Management
Illinois
$0
2
ST
Sageworth Trust
Pennsylvania
$0
3
MFG
Merit Financial Group
Georgia
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.37M
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$462K -$15.4K -793 -3%
TC
127
TAGStone Capital
North Carolina
$434K – – –
CG
128
Colony Group
Massachusetts
$430K +$5.64K +291 +1%
CW
129
Channel Wealth
California
$418K +$47.3K +2,441 +13%
GM
130
GeoWealth Management
Illinois
$409K +$53.5K +2,763 +15%
MCA
131
MSH Capital Advisors
Arizona
$403K +$9.7K +500 +2%
HAG
132
HF Advisory Group
Maryland
$399K +$50.1K +2,582 +14%
MFS
133
Madrona Financial Services
Washington
$389K -$2.29K -118 -0.6%
IWM
134
IHT Wealth Management
Illinois
$375K +$27K +1,390 +8%
SWM
135
SeaCrest Wealth Management
New York
$373K -$3.16K -163 -0.8%
TCM
136
Triumph Capital Management
Colorado
$370K +$12.5K +645 +3%
LWM
137
Laidlaw Wealth Management
New York
$369K -$240K -12,397 -39%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$363K -$625K -32,234 -63%
FFWM
139
Future Financial Wealth Management
Ohio
$357K -$26.6K -1,374 -7%
CAM
140
Cresset Asset Management
Illinois
$355K +$5.29K +273 +2%
RIA
141
Realta Investment Advisors
Delaware
$341K +$2.48K +128 +0.7%
JCM
142
Jacobsen Capital Management
Utah
$340K +$1.16K +60 +0.3%
KIA
143
KLR Investment Advisors
Rhode Island
$332K -$21.1K -1,087 -6%
CA
144
Claro Advisors
Massachusetts
$328K +$44.9K +2,316 +16%
OBWG
145
Onyx Bridge Wealth Group
New York
$325K +$3.55K +183 +1%
LWMG
146
Levy Wealth Management Group
Pennsylvania
$321K +$3.59K +185 +1%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$317K +$9.41K +485 +3%
MFA
148
Millington Financial Advisors
Illinois
$300K -$27.5K -1,420 -8%
ACA
149
Aptus Capital Advisors
Alabama
$294K +$20K +1,030 +7%
Jane Street
150
Jane Street
New York
$291K +$291K +15,019 New
4 5
6
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