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Global X US Preferred ETF
PFFD

Overview Fund Activity

290 hedge funds and large institutions have $1.21B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+26
Holders Change %
+9.85%
% 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
47
Increased
119
Reduced
78
Closed
16
Calls
$339K
Puts
$53K
Net Calls
+$286K
Net Calls Change
+$279K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$160M
2
Bank of America
2
Bank of America
North Carolina
$121M
3
IAA
3
Independent Advisor Alliance
North Carolina
$6.7M
4
Lido Advisors
4
Lido Advisors
California
$26.5M
5
FSC
5
Full Sail Capital
Oklahoma
$26.7M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
OPAM
2
Ocean Park Asset Management
California
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
151
Financial Advocates Investment Management
Washington
$445K +$18.3K +938 +4%
FIM
152
Freedom Investment Management
Connecticut
$438K +$39 +2 +0%
IA
153
IFG Advisory
Georgia
$438K +$32.7K +1,675 +8%
CTC
154
Central Trust Company
Missouri
$428K +$168K +8,620 +65%
WWA
155
WCG Wealth Advisors
Nevada
$426K +$6.77K +347 +2%
BWMG
156
Barnes Wealth Management Group
California
$426K +$426K +21,811 New
ASN
157
Advisory Services Network
Georgia
$420K +$20.8K +1,068 +5%
GAM
158
Gotham Asset Management
New York
$416K +$142K +7,280 +52%
SPWG
159
Syntegra Private Wealth Group
Missouri
$412K +$412K +21,106 New
MFA
160
Millington Financial Advisors
Illinois
$406K +$74.2K +3,796 +22%
RW
161
RVW Wealth
California
$406K – – –
AWM
162
Austin Wealth Management
Texas
$400K -$146K -7,360 -27%
Mirae Asset Global Investments
163
Mirae Asset Global Investments
South Korea
$389K – – –
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$384K +$41.3K +2,118 +12%
ANTB
165
AMG National Trust Bank
Colorado
$372K – – –
WT
166
Whittier Trust
California
$372K – – –
TC
167
Trilogy Capital
California
$353K +$9.78K +501 +3%
AWS
168
Atria Wealth Solutions
New York
$350K +$350K +17,955 New
E
169
EntreWealth
Texas
$350K +$350K +16,768 New
JIP
170
Jaffetilchin Investment Partners
Florida
$339K +$3.53K +181 +1%
VFA
171
Valeo Financial Advisors
Indiana
$338K -$232K -11,882 -41%
PI
172
PFG Investments
New York
$338K +$338K +17,317 New
GM
173
GeoWealth Management
Illinois
$335K -$90.5K -4,640 -21%
CW
174
Channel Wealth
California
$332K -$4.86K -249 -1%
SA
175
Sanctuary Advisors
Indiana
$322K +$5.28K +264 +2%
5 6
7
8 9