PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

207 hedge funds and large institutions have $842M invested in Global X US Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
23
Increased
76
Reduced
87
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$123M
2
Jane Street
2
Jane Street
New York
$9.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.7M
4
RA
4
Rational Advisors
New York
$49.7M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$4.63M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$22.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$25.3M
3
MAM
3
Madison Asset Management
Wisconsin
$0
4
MCM
4
MAI Capital Management
Ohio
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
151
WealthBridge Capital Management
Ohio
$250K – – –
AWM
152
Accurate Wealth Management
Florida
$247K +$247K +11,664 New
NB
153
NBT Bank
New York
$246K – – –
UWM
154
USAdvisors Wealth Management
Minnesota
$240K +$240K +11,700 New
CM
155
Columbus Macro
Pennsylvania
$233K -$24.2K -1,182 -9%
DAM
156
Derbend Asset Management
Georgia
$232K +$328 +16 +0.1%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$227K +$227K +11,066 New
ACI
158
Alpha Cubed Investments
California
$225K +$225K +10,971 New
APA
159
American Portfolios Advisors
New York
$221K -$287K -13,999 -57%
GM
160
GeoWealth Management
Illinois
$213K -$37.5K -1,844 -15%
HighTower Advisors
161
HighTower Advisors
Illinois
$204K +$2.95K +144 +1%
GA
162
GFS Advisors
Texas
$200K -$111K -5,400 -36%
PTC
163
Private Trust Company
Ohio
$197K +$1.86K +91 +1%
William Blair & Company
164
William Blair & Company
Illinois
$171K +$160K +7,791 +1,391%
AAM
165
Advisors Asset Management
Colorado
$155K +$59K +2,882 +61%
AF
166
Allworth Financial
California
$147K -$20.7K -1,010 -12%
CTC
167
Central Trust Company
Missouri
$132K +$104K +5,069 +375%
ACM
168
Antonetti Capital Management
Florida
$119K -$8.19K -400 -6%
Wells Fargo
169
Wells Fargo
California
$104K -$25.9K -1,262 -20%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$82K -$8.2K -400 -9%
MA
171
MCF Advisors
Kentucky
$75K +$75K +3,643 New
UB
172
UMB Bank
Missouri
$61K -$165 -8 -0.3%
HI
173
Harbour Investments
Wisconsin
$59K – – –
HR
174
Howe & Rusling
New York
$52K -$29.1K -1,416 -36%
DWP
175
Destiny Wealth Partners
Florida
$50K -$1.75K -85 -3%
5 6
7
8 9