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Global X US Preferred ETF

288 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, 121 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $910K | Put options by funds: $394K

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

0.01% more ownership

Funds ownership: 51.91%51.93% (+0.01%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.22B → $1.16B (-$54.1M)

2% less funds holding

Funds holding: 293288 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
24
Increased
121
Reduced
96
Closed
25
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
126
Intrepid Financial Planning Group
Indiana
$662K -$38K -1,937 -5%
WWM
127
Western Wealth Management
Colorado
$658K +$127K +6,452 +23%
HAM
128
Hickory Asset Management
Ohio
$651K +$4.89K +249 +0.7%
IA
129
Inspire Advisors
Idaho
$645K +$63.2K +3,219 +10%
PTC
130
Private Trust Company
Ohio
$637K -$65.8K -3,352 -9%
AWA
131
Acorn Wealth Advisors
Michigan
$625K -$1.86K -95 -0.3%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$601K +$22K +1,122 +4%
AWM
133
Activest Wealth Management
Florida
$564K -$2.89K -147 -0.5%
MWA
134
Meridian Wealth Advisors
Texas
$552K +$19.6K +1,000 +4%
Corient Private Wealth
135
Corient Private Wealth
Florida
$525K -$21.4K -1,092 -4%
MWA
136
Medallion Wealth Advisors
Connecticut
$525K +$37.7K +1,921 +7%
MCA
137
MSH Capital Advisors
Arizona
$502K +$18.6K +945 +4%
CF
138
Centaurus Financial
California
$498K -$60.3K -3,070 -11%
CA
139
CSM Advisors
Pennsylvania
$497K
MFS
140
Madrona Financial Services
Washington
$495K +$21.2K +1,080 +4%
SBH
141
Segall Bryant & Hamill
Illinois
$491K -$21.8K -1,112 -4%
WCM
142
WealthBridge Capital Management
Ohio
$489K -$13.7K -700 -3%
PWM
143
Perigon Wealth Management
California
$488K -$59 -3 -0%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$485K -$453K -23,053 -47%
NCM
145
Nelson Capital Management
California
$463K -$111K -5,643 -19%
BWMG
146
Barnes Wealth Management Group
California
$463K +$49.3K +2,509 +12%
FCM
147
Firestone Capital Management
Florida
$443K +$1.12K +57 +0.2%
CTC
148
Central Trust Company
Missouri
$436K +$19.6K +1,000 +5%
LFAS
149
Level Four Advisory Services
Texas
$432K -$26.4K -1,344 -6%
GAM
150
Gotham Asset Management
New York
$431K +$26.4K +1,347 +6%

PFFD Hedge Fund Activity: Q1 2025 in Review

288 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2025, worth a combined $1.16B — down 4.5% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PFFD and 24 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 121 added.

The largest buyer was Global X Japan, adding an estimated $9.13M. The largest seller was LPL Financial, cutting an estimated $49.6M.

  • 288 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2025, down from 293 in Q4 2024.
  • Funds reported $1.16B of Global X US Preferred ETF stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 24 funds opened new Global X US Preferred ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest Global X US Preferred ETF buyer in Q1 2025 was Global X Japan, an estimated $9.13M added.
  • The largest Global X US Preferred ETF seller in Q1 2025 was LPL Financial, an estimated $49.6M sold.

Based on aggregated 13F filings for Q1 2025.