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Global X US Preferred ETF
PFFD

Overview Fund Activity

221 hedge funds and large institutions have $1.04B invested in Global X US Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
28
Increased
101
Reduced
70
Closed
30
Calls
$461K
Puts
$17K
Net Calls
+$444K
Net Calls Change
-$349K

Top Buyers

1
KW
KWB Wealth
California
$8.83M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$8.74M
3
Bank of America
Bank of America
North Carolina
$49.8M
4
Wells Fargo
Wells Fargo
California
$117M
5
AC
AlphaCore Capital
California
$4.17M

Top Sellers

1
MIM
Morningstar Investment Management
Illinois
$0
2
ST
Sageworth Trust
Pennsylvania
$0
3
MFG
Merit Financial Group
Georgia
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.37M
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
151
Breakwater Capital Group
New Jersey
$283K +$283K +14,611 New
AWA
152
Arkadios Wealth Advisors
Georgia
$281K -$1.13K -58 -0.4%
ACA
153
Atlas Capital Advisors
Wyoming
$278K -$370K -19,085 -57%
Renaissance Technologies
154
Renaissance Technologies
New York
$272K +$272K +14,020 New
KFGK
155
Keystone Financial Group (Kentucky)
Kentucky
$268K +$268K +13,800 New
ACI
156
Alpha Cubed Investments
California
$263K -$4.85K -250 -2%
RWM
157
RBA Wealth Management
California
$260K -$2.85K -147 -1%
PTC
158
Private Trust Company
Ohio
$259K +$63.4K +3,268 +32%
BIA
159
Barry Investment Advisors
Massachusetts
$252K +$2.39K +123 +1%
WTC
160
WhitTier Trust Company
Nevada
$244K -$6.82K -352 -3%
NB
161
NBT Bank
New York
$233K – – –
Truist Financial
162
Truist Financial
North Carolina
$233K -$591K -30,458 -72%
HighTower Advisors
163
HighTower Advisors
Illinois
$226K -$16.3K -845 -7%
DAM
164
Derbend Asset Management
Georgia
$226K +$3.32K +171 +1%
AFG
165
Albion Financial Group
Utah
$216K +$216K +11,150 New
JWCA
166
J.W. Cole Advisors
Florida
$211K +$211K +10,898 New
FA
167
FDx Advisors
Illinois
$206K +$206K +10,604 New
FCA
168
FLC Capital Advisors
California
$204K -$49.4K -2,550 -19%
AG
169
Ascent Group
Virginia
$204K -$48.1K -2,502 -19%
WCG
170
Weaver Consulting Group
California
$202K -$49.2K -2,539 -20%
CFB
171
Cullen/Frost Bankers
Texas
$194K – – –
HNB
172
Huntington National Bank
Ohio
$193K -$173K – –
CCM
173
Chilton Capital Management
Texas
$172K +$4.07K +210 +2%
AAM
174
Advisors Asset Management
Colorado
$151K -$1.63K -84 -1%
SS
175
Sunbelt Securities
Texas
$148K +$2K +103 +1%
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7
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