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Global X US Preferred ETF
PFFD

Overview Fund Activity

236 hedge funds and large institutions have $1.06B invested in Global X US Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+15
Holders Change %
+6.79%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
36
Increased
92
Reduced
73
Closed
19
Calls
$307K
Puts
$71K
Net Calls
+$236K
Net Calls Change
-$208K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$77M
2
Creative Planning
2
Creative Planning
Kansas
$15.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.62M
4
FGAM
4
Financial Gravity Asset Management
Texas
$3.25M
5
AIP
5
Ameritas Investment Partners
Nebraska
$5.45M

Top Sellers

1
BFS
1
Bard Financial Services
Connecticut
$0
2
Lido Advisors
2
Lido Advisors
California
$24.4M
3
Wells Fargo
3
Wells Fargo
California
$110M
4
TYCC
4
Texas Yale Capital Corp
Florida
$969K
5
RA
5
Rational Advisors
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
126
Sowell Financial Services
Arkansas
$478K -$124K -6,603 -21%
FCM
127
Firestone Capital Management
Florida
$470K +$7.99K +425 +2%
IA
128
IFP Advisors
Florida
$452K +$2.62K +139 +0.6%
PTC
129
Private Trust Company
Ohio
$449K +$198K +10,517 +79%
AWM
130
Austin Wealth Management
Texas
$439K +$439K +23,478 New
KWM
131
Kingsview Wealth Management
Oregon
$437K -$11.1K -589 -2%
CWM
132
CIBC World Markets
New York
$429K +$429K +22,796 New
MCA
133
MSH Capital Advisors
Arizona
$428K +$37.5K +1,995 +10%
ASN
134
Advisory Services Network
Georgia
$425K -$49.3K -2,621 -10%
Comerica Bank
135
Comerica Bank
Texas
$422K +$422K +22,418 New
TC
136
TAGStone Capital
North Carolina
$421K – – –
HAG
137
HF Advisory Group
Maryland
$415K +$28.6K +1,521 +7%
JIP
138
Jaffetilchin Investment Partners
Florida
$411K -$242K -12,854 -37%
HNB
139
Huntington National Bank
Ohio
$409K -$193K – –
CG
140
Colony Group
Massachusetts
$407K -$10.7K -567 -3%
GM
141
GeoWealth Management
Illinois
$405K +$7.36K +391 +2%
RWIA
142
Roger Wittlin Investment Advisory
California
$389K -$497K -26,441 -56%
EW
143
Evoke Wealth
California
$389K +$389K +20,694 New
IWM
144
IHT Wealth Management
Illinois
$384K +$19.8K +1,054 +5%
CW
145
Channel Wealth
California
$379K -$26K -1,382 -6%
MFS
146
Madrona Financial Services
Washington
$377K – – –
TCM
147
Triumph Capital Management
Colorado
$368K +$8.63K +459 +2%
OPWM
148
Oxinas Partners Wealth Management
Indiana
$366K -$121K -6,446 -25%
SWM
149
SeaCrest Wealth Management
New York
$366K +$4.23K +225 +1%
MMA
150
Miracle Mile Advisors
California
$350K -$219K -11,623 -38%
4 5
6
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