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Global X US Preferred ETF
PFFD

Overview Fund Activity

251 hedge funds and large institutions have $1.17B invested in Global X US Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-11
Holders Change %
-4.2%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
27
Increased
112
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$111M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.93M
3
QAM
3
Q3 Asset Management
Michigan
$5.73M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.66M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412K
3
Bank of America
3
Bank of America
North Carolina
$89.9M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
RA
5
Rational Advisors
New York
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
151
Arden Trust
Delaware
$340K – – –
JIP
152
Jaffetilchin Investment Partners
Florida
$340K -$101K -5,011 -23%
CW
153
Channel Wealth
California
$339K +$2.7K +134 +0.8%
MFA
154
Millington Financial Advisors
Illinois
$331K -$121 -6 -0%
IA
155
IFG Advisory
Georgia
$330K -$6.51K -323 -2%
PGF
156
Plan Group Financial
Oklahoma
$325K +$325K +16,130 New
FFN
157
Focus Financial Network
Minnesota
$319K +$15.7K +821 +5%
PWM
158
Prosperity Wealth Management
California
$317K -$597K -29,630 -65%
KIA
159
KLR Investment Advisors
Rhode Island
$316K -$42.1K -2,171 -12%
HNB
160
Huntington National Bank
Ohio
$315K -$479K – –
CCM
161
Crew Capital Management
Ohio
$314K +$314K +15,595 New
AWA
162
Arkadios Wealth Advisors
Georgia
$294K – – –
ACA
163
Atlas Capital Advisors
Wyoming
$290K – – –
CTWM
164
Cherry Tree Wealth Management
Minnesota
$289K +$302 +15 +0.1%
LWMG
165
Levy Wealth Management Group
Pennsylvania
$280K – – –
LAM
166
Lewis Asset Management
California
$274K +$30.9K +1,535 +13%
IA
167
IFP Advisors
Florida
$273K -$11.3K -560 -4%
RPCA
168
Running Point Capital Advisors
California
$269K -$31.3K -1,552 -10%
Stifel Financial
169
Stifel Financial
Missouri
$262K -$781K -38,729 -75%
ACI
170
Alpha Cubed Investments
California
$259K -$6.05K -300 -2%
GAM
171
Gotham Asset Management
New York
$254K +$254K +12,614 New
RIA
172
Realta Investment Advisors
Delaware
$250K -$38.7K -1,922 -13%
AWM
173
AE Wealth Management
Kansas
$247K -$714K -35,418 -74%
NB
174
NBT Bank
New York
$242K – – –
1WM
175
1900 Wealth Management
Texas
$241K -$25.7K -1,277 -10%
5 6
7
8 9