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Global X US Preferred ETF
PFFD

Overview Fund Activity

251 hedge funds and large institutions have $1.17B invested in Global X US Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-11
Holders Change %
-4.2%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
27
Increased
112
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$111M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.93M
3
QAM
3
Q3 Asset Management
Michigan
$5.73M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.66M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412K
3
Bank of America
3
Bank of America
North Carolina
$89.9M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
RA
5
Rational Advisors
New York
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIFAIM
126
American Institute for Advanced Investment Management
Arizona
$499K +$499K +24,760 New
FIM
127
Freedom Investment Management
Connecticut
$499K -$60.5K -3,000 -11%
AWM
128
Austin Wealth Management
Texas
$486K -$15.7K -800 -3%
ANTB
129
AMG National Trust Bank
Colorado
$465K -$40.3K -2,000 -8%
CF
130
Centaurus Financial
California
$465K -$109K -5,402 -19%
GM
131
GeoWealth Management
Illinois
$461K +$25K +1,238 +6%
MFS
132
Madrona Financial Services
Washington
$439K +$1.45K +72 +0.3%
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$434K +$15.1K +747 +4%
ASN
134
Advisory Services Network
Georgia
$433K +$3.17K +157 +0.7%
CSIA
135
Charles Schwab Investment Advisory
California
$412K -$49.8M -2,470,492 -99%
WT
136
Whittier Trust
California
$408K -$66.3K -3,289 -14%
KWM
137
Kingsview Wealth Management
Oregon
$403K +$20 +1 +0%
OPWM
138
Oxinas Partners Wealth Management
Indiana
$403K +$6.03K +299 +2%
IWM
139
IHT Wealth Management
Illinois
$403K -$1.92K -95 -0.5%
SWM
140
SeaCrest Wealth Management
New York
$402K – – –
CTC
141
Central Trust Company
Missouri
$402K -$183K -9,065 -31%
HAG
142
HF Advisory Group
Maryland
$401K -$3.83K -190 -0.9%
Comerica Bank
143
Comerica Bank
Texas
$379K -$4.66K -231 -1%
PS
144
Principal Securities
Iowa
$375K +$187K +9,251 +99%
NS
145
NBC Securities
Alabama
$371K +$126K +6,278 +52%
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$355K +$128K +6,371 +57%
SS
147
Sunbelt Securities
Texas
$355K -$7.3K -362 -2%
SFS
148
Sowell Financial Services
Arkansas
$353K -$83.6K -4,149 -19%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$344K -$3.08K -153 -0.9%
NFG
150
Nations Financial Group
Iowa
$343K -$120K -5,950 -26%
4 5
6
7 8