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Global X US Preferred ETF
PFFD

Overview Fund Activity

264 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
3.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
124
Reduced
75
Closed
14
Calls
$44K
Puts
$37K
Net Calls
+$7K
Net Calls Change
-$370K

Top Buyers

1
LPL Financial
LPL Financial
California
$148M
2
OPAM
Ocean Park Asset Management
California
$20.3M
3
Ameriprise
Ameriprise
Minnesota
$10.3M
4
RSWM
Robertson Stephens Wealth Management
California
$7.05M
5
MWM
Modern Wealth Management
Kansas
$6.67M

Top Sellers

1
IG
ING Group
Netherlands
$0
2
RA
Rational Advisors
New York
$25.2M
3
UBS Group
UBS Group
Switzerland
$13.3M
4
Morgan Stanley
Morgan Stanley
New York
$95.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
151
Advisory Services Network
Georgia
$403K – – –
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$402K +$402K +19,345 New
ANTB
153
AMG National Trust Bank
Colorado
$397K -$168K -8,100 -30%
LFAS
154
Level Four Advisory Services
Texas
$396K +$396K +19,370 New
WT
155
Whittier Trust
California
$396K – – –
IP
156
Ignite Planners
California
$396K -$320K -15,405 -45%
OPWM
157
Oxinas Partners Wealth Management
Indiana
$372K -$11.2K -540 -3%
TC
158
Trilogy Capital
California
$366K +$98.3K +4,732 +37%
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$365K +$90.6K +4,359 +33%
SWM
160
SeaCrest Wealth Management
New York
$362K +$166 +8 +0%
CW
161
Channel Wealth
California
$358K +$15.6K +750 +5%
JIP
162
Jaffetilchin Investment Partners
Florida
$357K +$5.44K +262 +2%
SFS
163
Sowell Financial Services
Arkansas
$357K – – –
MFA
164
Millington Financial Advisors
Illinois
$352K +$21.3K +1,024 +6%
Focus Partners Wealth
165
Focus Partners Wealth
Massachusetts
$350K -$84.6K -4,073 -19%
IA
166
IFP Advisors
Florida
$348K +$12.5K +601 +4%
SS
167
Sunbelt Securities
Texas
$337K -$15.6K -751 -4%
PGF
168
Plan Group Financial
Oklahoma
$336K -$6.55K -315 -2%
LAM
169
Lewis Asset Management
California
$326K +$24.5K +1,177 +8%
SA
170
Sanctuary Advisors
Indiana
$322K -$131K -6,448 -29%
BFG
171
Beacon Financial Group
Texas
$320K +$5.01K +241 +2%
BWP
172
Baldwin Wealth Partners
Massachusetts
$316K +$316K +15,189 New
CTWM
173
Cherry Tree Wealth Management
Minnesota
$293K -$25.4K -1,223 -8%
GAM
174
Gotham Asset Management
New York
$291K +$12.1K +584 +4%
AWM
175
Avior Wealth Management
Nebraska
$290K +$34.6K +1,666 +14%
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7
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