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Global X US Preferred ETF
PFFD

Overview Fund Activity

290 hedge funds and large institutions have $1.21B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+26
Holders Change %
+9.85%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
47
Increased
119
Reduced
78
Closed
16
Calls
$339K
Puts
$53K
Net Calls
+$286K
Net Calls Change
+$279K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$160M
2
Bank of America
2
Bank of America
North Carolina
$121M
3
IAA
3
Independent Advisor Alliance
North Carolina
$6.7M
4
Lido Advisors
4
Lido Advisors
California
$26.5M
5
FSC
5
Full Sail Capital
Oklahoma
$26.7M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
OPAM
2
Ocean Park Asset Management
California
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
126
Alteri Wealth
California
$650K +$650K +33,294 New
AWA
127
Acorn Wealth Advisors
Michigan
$643K +$5.97K +306 +0.9%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$642K +$265K +13,579 +70%
IIA
129
Integral Investment Advisors
California
$634K +$121K +6,200 +24%
IA
130
Inspire Advisors
Idaho
$599K +$22.7K +1,164 +4%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$594K +$90.2K +4,625 +18%
NCM
132
Nelson Capital Management
California
$585K – – –
AWM
133
Activest Wealth Management
Florida
$581K +$6.99K +358 +1%
CF
134
Centaurus Financial
California
$570K +$104K +5,325 +22%
HF
135
HRT Financial
New York
$569K +$569K +29,167 New
Corient Private Wealth
136
Corient Private Wealth
Florida
$560K +$12.2K +624 +2%
WWM
137
Western Wealth Management
Colorado
$548K +$146K +7,458 +36%
MWA
138
Meridian Wealth Advisors
Texas
$546K +$127K +6,500 +30%
Stifel Financial
139
Stifel Financial
Missouri
$534K +$119K +6,091 +29%
IWM
140
IHT Wealth Management
Illinois
$530K -$371K -19,034 -41%
SBH
141
Segall Bryant & Hamill
Illinois
$525K +$24.3K +1,245 +5%
WCM
142
WealthBridge Capital Management
Ohio
$515K – – –
CA
143
CSM Advisors
Pennsylvania
$509K – – –
PWM
144
Perigon Wealth Management
California
$506K -$21.1K -1,072 -4%
MCA
145
MSH Capital Advisors
Arizona
$496K -$28K -1,436 -5%
MFS
146
Madrona Financial Services
Washington
$487K -$21.4K -1,096 -4%
LFAS
147
Level Four Advisory Services
Texas
$468K +$90.5K +4,639 +24%
CWM
148
Cornerstone Wealth Management
Missouri
$457K -$63.9K -3,274 -12%
GRP
149
Global Retirement Partners
California
$456K -$45.6K -2,339 -9%
FCM
150
Firestone Capital Management
Florida
$453K +$1.05K +54 +0.2%
4 5
6
7 8