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Global X US Preferred ETF

180 hedge funds and large institutions have $907M invested in Global X US Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

328% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 25

37% more capital invested

Capital invested by funds: $663M → $907M (+$244M)

19% more funds holding

Funds holding: 151180 (+29)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.66% more ownership

Funds ownership: 44.66%46.32% (+1.7%)

Holders
180
Holders Change
+29
Holders Change %
+19.21%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
36
Increased
107
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
151
Prudential Financial
New Jersey
$217K +$213K +8,288 New
FIA
152
Foundations Investment Advisors
Arizona
$202K -$8.73K -339 -4%
ASN
153
Advisory Services Network
Georgia
$194K +$191K +7,415 New
JPLA
154
Joseph P. Lucia & Associates
New York
$139K -$25.8K -1,000 -16%
Deutsche Bank
155
Deutsche Bank
Germany
$138K +$135K +5,260 New
CFGS
156
Concourse Financial Group Securities
Alabama
$125K +$112K +4,365 +1,091%
CFA
157
Carroll Financial Associates
North Carolina
$120K +$1.49K +58 +1%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$105K
WB
159
Webster Bank
Connecticut
$102K +$100K +3,885 New
ACM
160
Anfield Capital Management
California
$83K +$81.9K +3,179 New
NFG
161
Next Financial Group
Texas
$68K +$34.1K +1,324 +104%
GRP
162
Global Retirement Partners
California
$49K +$232 +9 +0.5%
MA
163
MCF Advisors
Kentucky
$47K +$46.5K +1,804 New
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$42K +$27K +1,050 +184%
EWM
165
Elmwood Wealth Management
California
$39K
FFA
166
Founders Financial Alliance
North Carolina
$26K -$3.86K -150 -13%
FPS
167
Fieldpoint Private Securities
Connecticut
$26K +$25.8K +1,000 New
HWA
168
HHM Wealth Advisors
Tennessee
$26K +$25.8K +1,000 New
WP
169
WealthShield Partners
North Carolina
$21K +$21K +815 New
CFD
170
Creative Financial Designs
Indiana
$19K +$16.3K +633 +597%
SFPG
171
Stonebridge Financial Planning Group
Florida
$17K +$16.7K +650 New
GI
172
Gradient Investments
Minnesota
$15K -$9.92K -385 -40%
FF
173
FourThought Financial
Florida
$15K
HWM
174
Holloway Wealth Management
Florida
$12K
TCOV
175
Trust Company of Vermont
Vermont
$10K

PFFD Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2021, worth a combined $907M — up 37% from $663M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFD positions and 6 closed out — a net gain of 30 holders — while 107 added to existing stakes and 25 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $71.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $13.7M.

  • 180 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2021, up from 151 in Q1 2021.
  • Funds reported $907M of Global X US Preferred ETF stock for Q2 2021, up 37% quarter-over-quarter.
  • 36 funds opened new Global X US Preferred ETF positions in Q2 2021 and 6 closed out, a net change of +30 holders.
  • The largest Global X US Preferred ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $71.2M added.
  • The largest Global X US Preferred ETF seller in Q2 2021 was Qube Research & Technologies (QRT), an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2021.