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Global X US Preferred ETF
PFFD

Overview Fund Activity

284 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
31
Increased
103
Reduced
101
Closed
30
Calls
$384K
Puts
–
Net Calls
+$384K
Net Calls Change
-$132K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$131M
2
NYLIM
New York Life Investment Management
New York
$34.8M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$9.21M
4
Wells Fargo
Wells Fargo
California
$51.8M
5
GXJ
Global X Japan
Japan
$66.7M

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$588K
2
LPL Financial
LPL Financial
California
$78.5M
3
FAM
Flaharty Asset Management
Florida
$0
4
Bank of America
Bank of America
North Carolina
$107M
5
MWM
Modern Wealth Management
Kansas
$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
176
Focus Financial Network
Minnesota
$294K +$1.9K +101 +0.7%
SC
177
Scotia Capital
Ontario, Canada
$293K +$55.5K +2,947 +23%
AMG
178
Advisors Management Group
Wisconsin
$292K -$24.6K -1,306 -8%
Comerica Bank
179
Comerica Bank
Texas
$285K +$37.7K +2,000 +15%
LAM
180
Lewis Asset Management
California
$279K -$10.5K -558 -4%
SFS
181
Sowell Financial Services
Arkansas
$272K +$19.1K +1,012 +8%
IA
182
IFP Advisors
Florida
$271K -$53.6K -2,849 -17%
KW
183
KWB Wealth
California
$264K -$7.05M -370,269 -96%
Wealthfront Advisers
184
Wealthfront Advisers
California
$258K +$258K +13,684 New
AWM
185
Austin Wealth Management
Texas
$250K -$168K -8,796 -40%
AWM
186
Avior Wealth Management
Nebraska
$245K -$3.11K -165 -1%
MWM
187
Modern Wealth Management
Kansas
$241K -$10.3M -544,786 -98%
IP
188
Ignite Planners
California
$240K +$4.03K +211 +2%
HBS
189
Howard Bailey Securities
Indiana
$239K +$3.26K +173 +1%
US Bancorp
190
US Bancorp
Minnesota
$233K – – –
FIM
191
Freedom Investment Management
Connecticut
$231K -$5.33K -283 -2%
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$229K – – –
NB
193
NBT Bank
New York
$226K – – –
MFG
194
MidWestOne Financial Group
Iowa
$226K – – –
KFGK
195
Keystone Financial Group (Kentucky)
Kentucky
$218K – – –
CSA
196
Cornerstone Select Advisors
Missouri
$217K -$9.42K -500 -4%
SAI
197
Savvy Advisors Inc
New York
$214K +$214K +11,378 New
AIS
198
American Investment Services
Massachusetts
$213K +$9.83K +522 +5%
STA
199
Summit Trail Advisors
New York
$212K +$23.5K +1,250 +13%
NS
200
NBC Securities
Alabama
$206K -$29.2K -1,549 -12%
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