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Global X US Preferred ETF
PFFD

Overview Fund Activity

285 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 119 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
-5
Holders Change %
-1.72%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
24
Increased
119
Reduced
96
Closed
24
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K

Top Buyers

1
GXJ
Global X Japan
Japan
+$8.86M
2
CFG
Compton Financial Group
Maryland
+$6.47M
3
Ameriprise
Ameriprise
Minnesota
+$4.46M
4
Bank of America
Bank of America
North Carolina
+$4.32M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.28M

Top Sellers

1
LPL Financial
LPL Financial
California
-$48.1M
2
AMG
Advisors Management Group
Wisconsin
-$19.5M
3
IAA
Independent Advisor Alliance
North Carolina
-$6.7M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$6.16M
5
IHWM
Iron Horse Wealth Management
Iowa
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFPG
126
Intrepid Financial Planning Group
Indiana
$662K -$36.9K -1,937 -5%
WWM
127
Western Wealth Management
Colorado
$658K +$123K +6,452 +23%
HAM
128
Hickory Asset Management
Ohio
$651K +$4.74K +249 +0.7%
IA
129
Inspire Advisors
Idaho
$645K +$61.3K +3,219 +10%
PTC
130
Private Trust Company
Ohio
$637K -$63.8K -3,352 -9%
AWA
131
Acorn Wealth Advisors
Michigan
$625K -$1.81K -95 -0.3%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$601K +$21.4K +1,122 +4%
AWM
133
Activest Wealth Management
Florida
$564K -$2.8K -147 -0.5%
MWA
134
Meridian Wealth Advisors
Texas
$552K +$19K +1,000 +4%
Corient Private Wealth
135
Corient Private Wealth
Florida
$525K -$20.8K -1,092 -4%
MCA
136
MSH Capital Advisors
Arizona
$502K +$18K +945 +4%
CF
137
Centaurus Financial
California
$498K -$58.5K -3,070 -11%
CA
138
CSM Advisors
Pennsylvania
$497K – – –
MFS
139
Madrona Financial Services
Washington
$495K +$20.6K +1,080 +4%
SBH
140
Segall Bryant & Hamill
Illinois
$491K -$21.2K -1,112 -4%
WCM
141
WealthBridge Capital Management
Ohio
$489K -$13.3K -700 -3%
PWM
142
Perigon Wealth Management
California
$488K -$57 -3 -0%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$485K -$439K -23,053 -47%
NCM
144
Nelson Capital Management
California
$463K -$107K -5,643 -19%
BWMG
145
Barnes Wealth Management Group
California
$463K +$47.8K +2,509 +12%
FCM
146
Firestone Capital Management
Florida
$443K +$1.09K +57 +0.2%
CTC
147
Central Trust Company
Missouri
$436K +$19K +1,000 +5%
LFAS
148
Level Four Advisory Services
Texas
$432K -$25.6K -1,344 -6%
GAM
149
Gotham Asset Management
New York
$431K +$25.6K +1,347 +6%
CWM
150
Cornerstone Wealth Management
Missouri
$416K -$29.8K -1,565 -7%
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