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Global X US Preferred ETF
PFFD

Overview Fund Activity

236 hedge funds and large institutions have $1.06B invested in Global X US Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+15
Holders Change %
+6.79%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
36
Increased
92
Reduced
73
Closed
19
Calls
$307K
Puts
$71K
Net Calls
+$236K
Net Calls Change
-$208K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$77M
2
Creative Planning
Creative Planning
Kansas
$15.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$4.62M
4
FGAM
Financial Gravity Asset Management
Texas
$3.25M
5
AIP
Ameritas Investment Partners
Nebraska
$5.45M

Top Sellers

1
BFS
Bard Financial Services
Connecticut
$0
2
Lido Advisors
Lido Advisors
California
$24.4M
3
Wells Fargo
Wells Fargo
California
$110M
4
TYCC
Texas Yale Capital Corp
Florida
$969K
5
RA
Rational Advisors
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
151
Future Financial Wealth Management
Ohio
$347K +$489 +26 +0.1%
RIA
152
Realta Investment Advisors
Delaware
$341K – – –
KIA
153
KLR Investment Advisors
Rhode Island
$335K -$5.52K -278 -2%
JCM
154
Jacobsen Capital Management
Utah
$331K +$1.17K +62 +0.4%
T
155
TRUADVICE
Florida
$321K +$321K +17,432 New
OBWG
156
Onyx Bridge Wealth Group
New York
$319K +$3.84K +204 +1%
SS
157
Sunbelt Securities
Texas
$316K +$173K +9,191 +120%
CA
158
Claro Advisors
Massachusetts
$316K -$2.22K -118 -0.7%
LWMG
159
Levy Wealth Management Group
Pennsylvania
$315K +$3.57K +190 +1%
MFA
160
Millington Financial Advisors
Illinois
$309K +$18K +955 +6%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$307K – – –
CFS
162
Commonwealth Financial Services
West Virginia
$297K +$297K +15,816 New
BCG
163
Breakwater Capital Group
New Jersey
$289K +$25.9K +1,439 +10%
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$281K +$281K +14,916 New
ACA
165
Aptus Capital Advisors
Alabama
$276K -$9.59K -510 -3%
AWA
166
Arkadios Wealth Advisors
Georgia
$274K +$1.41K +75 +0.5%
ACA
167
Atlas Capital Advisors
Wyoming
$270K – – –
NFG
168
Nations Financial Group
Iowa
$269K +$269K +14,295 New
ACI
169
Alpha Cubed Investments
California
$249K -$5.93K -315 -2%
AT
170
Arden Trust
Delaware
$235K +$235K +12,517 New
Truist Financial
171
Truist Financial
North Carolina
$228K +$2.2K +117 +1%
NB
172
NBT Bank
New York
$226K – – –
TFG
173
Team Financial Group
California
$222K +$222K +11,807 New
KFGK
174
Keystone Financial Group (Kentucky)
Kentucky
$220K -$40K -2,125 -15%
JWCA
175
J.W. Cole Advisors
Florida
$214K +$8.9K +473 +4%
5 6
7
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