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Global X US Preferred ETF
PFFD

293 hedge funds and large institutions have $1.22B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $339K | Put options by funds: $53K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

52% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 79

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

10% more funds holding

Funds holding: 267 → 293 (+26)

2.35% more ownership

Funds ownership: 49.56% → 51.91% (+2.3%)

2% less capital invested

Capital invested by funds: $1.24B → $1.22B (-$29M)

Holders
293
Holders Change
+26
Holders Change %
+9.74%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
48
Increased
120
Reduced
79
Closed
17
Calls
$339K
Puts
$53K
Net Calls
+$286K
Net Calls Change
+$279K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$21.6M
2
Bank of America
Bank of America
North Carolina
+$16.4M
3
IAA
Independent Advisor Alliance
North Carolina
+$6.99M
4
Lido Advisors
Lido Advisors
California
+$6.1M
5
FSC
Full Sail Capital
Oklahoma
+$5.85M

Top Sellers

Rank Fund Capital Flow
1
OWM
Orgel Wealth Management
Wisconsin
-$46.4M
2
OPAM
Ocean Park Asset Management
California
-$20.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$7.34M
4
Morgan Stanley
Morgan Stanley
New York
-$5.57M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
151
Firestone Capital Management
Florida
$453K +$1.1K +54 +0.2%
FAIM
152
Financial Advocates Investment Management
Washington
$445K +$19.1K +938 +4%
FIM
153
Freedom Investment Management
Connecticut
$438K +$41 +2 +0%
IA
154
IFG Advisory
Georgia
$438K +$34.1K +1,675 +8%
CTC
155
Central Trust Company
Missouri
$428K +$176K +8,620 +65%
WWA
156
WCG Wealth Advisors
Nevada
$426K +$7.07K +347 +2%
BWMG
157
Barnes Wealth Management Group
California
$426K +$444K +21,811 New
ASN
158
Advisory Services Network
Georgia
$420K +$21.8K +1,068 +5%
GAM
159
Gotham Asset Management
New York
$416K +$148K +7,280 +52%
SPWG
160
Syntegra Private Wealth Group
Missouri
$412K +$430K +21,106 New
MFA
161
Millington Financial Advisors
Illinois
$406K +$77.3K +3,796 +22%
RW
162
RVW Wealth
California
$406K – – –
AWM
163
Austin Wealth Management
Texas
$400K -$150K -7,360 -27%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$389K – – –
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$384K +$43.1K +2,118 +12%
ANTB
166
AMG National Trust Bank
Colorado
$372K – – –
WT
167
Whittier Trust
California
$372K – – –
TC
168
Trilogy Capital
California
$353K +$10.2K +501 +3%
AWS
169
Atria Wealth Solutions
New York
$350K +$366K +17,955 New
E
170
EntreWealth
Texas
$350K +$342K +16,768 New
JIP
171
Jaffetilchin Investment Partners
Florida
$339K +$3.69K +181 +1%
VFA
172
Valeo Financial Advisors
Indiana
$338K -$242K -11,882 -41%
PI
173
PFG Investments
New York
$338K +$353K +17,317 New
GM
174
GeoWealth Management
Illinois
$335K -$94.5K -4,640 -21%
CW
175
Channel Wealth
California
$332K -$5.07K -249 -1%
5 6
7
8 9

PFFD Hedge Fund Activity: Q4 2024 in Review

293 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q4 2024, worth a combined $1.22B — down 2.3% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PFFD positions and 17 closed out — a net gain of 31 holders — while 120 added to existing stakes and 79 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.6M. The largest seller was Orgel Wealth Management, exiting entirely with an estimated $46.4M sold.

  • 293 institutional investors held Global X US Preferred ETF (PFFD) as of Q4 2024, up from 267 in Q3 2024.
  • Funds reported $1.22B of Global X US Preferred ETF stock for Q4 2024, down 2.3% quarter-over-quarter.
  • 48 funds opened new Global X US Preferred ETF positions in Q4 2024 and 17 closed out, a net change of +31 holders.
  • The largest Global X US Preferred ETF buyer in Q4 2024 was LPL Financial, an estimated $21.6M added.
  • The largest Global X US Preferred ETF seller in Q4 2024 was Orgel Wealth Management, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2024.