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Global X US Preferred ETF
PFFD

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Global X US Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
3.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
42
Increased
83
Reduced
74
Closed
25
Calls
$279K
Puts
$12K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$459M
2
Wells Fargo
2
Wells Fargo
California
$114M
3
FAM
3
Flaharty Asset Management
Florida
$30.7M
4
Cohen & Steers
4
Cohen & Steers
New York
$23.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.8M

Top Sellers

1
RA
1
Rational Advisors
New York
$38.1M
2
SCI
2
Stableford Capital II
Arizona
$212K
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$20.6K
4
CI
4
Conning Inc
Connecticut
$11.2M
5
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
151
RBA Wealth Management
California
$263K -$13.8K -714 -5%
CG
152
Colony Group
Massachusetts
$260K -$37.5K -1,937 -13%
DWT
153
Dorsey & Whitney Trust
South Dakota
$260K -$387 -20 -0.1%
BIA
154
Barry Investment Advisors
Massachusetts
$247K +$2.27K +117 +0.9%
Stifel Financial
155
Stifel Financial
Missouri
$244K -$1.2M -62,078 -83%
ACI
156
Alpha Cubed Investments
California
$244K +$31K +1,600 +15%
GM
157
GeoWealth Management
Illinois
$241K +$38.7K +2,005 +19%
AG
158
Ascent Group
Virginia
$240K -$66.9K -3,456 -22%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$238K +$23.7K +1,225 +11%
NB
160
NBT Bank
New York
$232K – – –
DAM
161
Derbend Asset Management
Georgia
$219K +$349 +18 +0.2%
PAS
162
Park Avenue Securities
New York
$217K +$217K +11,203 New
CTC
163
Central Trust Company
Missouri
$214K +$89.8K +4,636 +72%
SCI
164
Stableford Capital II
Arizona
$212K -$7.68M -375,339 -97%
PTC
165
Private Trust Company
Ohio
$196K +$9.43K +486 +5%
CA
166
Claro Advisors
Massachusetts
$195K +$195K +10,051 New
CFB
167
Cullen/Frost Bankers
Texas
$194K +$194K +10,000 New
PCM
168
Penserra Capital Management
California
$177K +$177K +9,189 New
NA
169
NewEdge Advisors
Louisiana
$164K +$164K +20,550 New
William Blair & Company
170
William Blair & Company
Illinois
$162K +$19 +1 +0%
AAM
171
Advisors Asset Management
Colorado
$156K +$9.12K +471 +6%
AF
172
Allworth Financial
California
$140K +$639 +33 +0.5%
Simplex Trading
173
Simplex Trading
Illinois
$133K +$94.6K +4,906 +247%
FCA
174
Fortis Capital Advisors
Kansas
$132K +$132K +6,797 New
CWP
175
Concord Wealth Partners
Virginia
$97.5K +$97.5K +5,032 New
5 6
7
8 9