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Global X US Preferred ETF
PFFD

Overview Fund Activity

262 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
3.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
52
Increased
77
Reduced
100
Closed
22
Calls
$889K
Puts
$266K
Net Calls
+$623K
Net Calls Change
+$387K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
LPL Financial
2
LPL Financial
California
$89M
3
Bank of America
3
Bank of America
North Carolina
$109M
4
OMC
4
Old Mission Capital
Illinois
$7.78M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.13M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$34.1M
2
FAM
2
Flaharty Asset Management
Florida
$25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.4M
4
Lido Advisors
4
Lido Advisors
California
$19.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
151
Arden Trust
Delaware
$327K +$84.5K +4,354 +35%
CA
152
Claro Advisors
Massachusetts
$327K +$1.26K +65 +0.4%
CW
153
Channel Wealth
California
$324K -$67.3K -3,468 -17%
IA
154
IFG Advisory
Georgia
$324K +$324K +16,685 New
BCM
155
Bluefin Capital Management
New York
$321K +$321K +16,418 New
OBWG
156
Onyx Bridge Wealth Group
New York
$320K -$9.31K -480 -3%
MFA
157
Millington Financial Advisors
Illinois
$318K -$369 -19 -0.1%
SA
158
Strategic Advocates
Utah
$316K -$504K -25,958 -61%
FFN
159
Focus Financial Network
Minnesota
$309K -$246K -12,602 -44%
PWM
160
Perigon Wealth Management
California
$306K +$306K +15,762 New
RPCA
161
Running Point Capital Advisors
California
$289K -$402K -20,732 -58%
AWA
162
Arkadios Wealth Advisors
Georgia
$283K -$175 -9 -0.1%
TCM
163
Triumph Capital Management
Colorado
$280K -$101K -5,199 -27%
LWMG
164
Levy Wealth Management Group
Pennsylvania
$280K -$44.6K -2,299 -14%
ACA
165
Atlas Capital Advisors
Wyoming
$279K – – –
RIA
166
Realta Investment Advisors
Delaware
$278K -$63.4K -3,270 -19%
CTWM
167
Cherry Tree Wealth Management
Minnesota
$277K -$391K -20,167 -59%
IA
168
IFP Advisors
Florida
$274K -$193K -9,950 -41%
Wealthfront Advisers
169
Wealthfront Advisers
California
$270K +$270K +13,902 New
1WM
170
1900 Wealth Management
Texas
$257K -$817K -42,105 -76%
ACI
171
Alpha Cubed Investments
California
$256K -$1.16K -60 -0.5%
NS
172
NBC Securities
Alabama
$235K +$143K +7,392 +155%
LAM
173
Lewis Asset Management
California
$234K +$234K +12,047 New
NB
174
NBT Bank
New York
$233K – – –
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$232K +$48.3K +2,489 +26%
5 6
7
8 9