PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

224 hedge funds and large institutions have $985M invested in Global X US Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
38
Increased
97
Reduced
66
Closed
27
Calls
$1.06M
Puts
$270K
Net Calls
+$793K
Net Calls Change
+$526K

Top Buyers

1
AMG
1
Advisors Management Group
Wisconsin
$13.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$14M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$11.2M
4
DK
4
David Kennon
Florida
$6.88M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.85M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$88.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Claro Advisors
Massachusetts
$290K +$90.1K +4,537 +45%
AWA
152
Arkadios Wealth Advisors
Georgia
$289K – – –
HGERS
153
Householder Group Estate & Retirement Specialist
Arizona
$285K +$285K +14,351 New
ACA
154
Aptus Capital Advisors
Alabama
$281K +$267K +13,452 +1,908%
ACI
155
Alpha Cubed Investments
California
$274K +$24.3K +1,225 +10%
RWM
156
RBA Wealth Management
California
$269K – – –
BWP
157
Balboa Wealth Partners
Arizona
$263K +$263K +13,267 New
PAS
158
Park Avenue Securities
New York
$263K +$40.2K +2,022 +18%
FCA
159
FLC Capital Advisors
California
$260K -$329K -16,557 -56%
AG
160
Ascent Group
Virginia
$260K +$13.4K +677 +5%
WCG
161
Weaver Consulting Group
California
$258K -$31.3K -1,578 -11%
WTC
162
WhitTier Trust Company
Nevada
$257K -$326K -16,422 -56%
BIA
163
Barry Investment Advisors
Massachusetts
$255K +$2.26K +114 +0.9%
FTUS
164
Flow Traders U.S.
New York
$253K +$253K +12,725 New
HighTower Advisors
165
HighTower Advisors
Illinois
$250K +$250K +12,550 New
BCM
166
BlueCrest Capital Management
Jersey
$243K +$243K +12,237 New
Stifel Financial
167
Stifel Financial
Missouri
$241K -$8.9K -448 -4%
NB
168
NBT Bank
New York
$238K – – –
DAM
169
Derbend Asset Management
Georgia
$228K +$3.2K +161 +1%
GSC
170
G&S Capital
Colorado
$215K +$215K +10,839 New
FAM
171
Family Asset Management
South Carolina
$214K +$214K +10,785 New
HAS
172
HBW Advisory Services
California
$204K +$204K +10,260 New
PTC
173
Private Trust Company
Ohio
$201K – – –
CFB
174
Cullen/Frost Bankers
Texas
$199K – – –
HNB
175
Huntington National Bank
Ohio
$173K -$87.5K – –
5 6
7
8 9