Global X US Preferred ETF
PFFD
180 hedge funds and large institutions have $907M invested in Global X US Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 25 reducing their positions, and 6 closing their positions.
500% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 6
328% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 25
37% more capital invested
Capital invested by funds: $663M → $907M (+$244M)
19% more funds holding
Funds holding: 151 → 180 (+29)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
1.66% more ownership
Funds ownership: 44.66% → 46.32% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$71.2M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
+$21.3M |
| 3 |
CI
Conning Inc
Hartford,
Connecticut
|
+$20M |
| 4 |
APA
Allegiant Private Advisors
Sarasota,
Florida
|
+$10.2M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$9.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$13.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.47M |
| 3 |
GG
Golden Green
Seneca,
South Carolina
|
-$879K |
| 4 |
AssetMark Inc
Concord,
California
|
-$845K |
| 5 |
Morgan Stanley
New York
|
-$797K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
176
Spire Wealth Management
Mclean,
Virginia
| $8K | -$7.73K | -300 | -50% |
|
|
NFSG
177
Newbridge Financial Services Group
Boca Raton,
Florida
| $5K | +$5.07K | +197 | New |
|
|
SIAP
178
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $4K | – | – | – |
|
|
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2K | +$2.37K | +92 | New |
|
|
GG
180
Golden Green
Seneca,
South Carolina
| – | -$879K | -34,466 | Closed |
|
|
AIC
181
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$292K | -11,459 | Closed |
|
|
CCM
182
Crabel Capital Management
Los Angeles,
California
| – | -$260K | -10,209 | Closed |
|
|
VFA
183
Valeo Financial Advisors
Carmel,
Indiana
| – | -$99K | -3,864 | Closed |
|
|
CAC
184
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$31K | -1,209 | Closed |
|
|
TCWM
185
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$4K | -175 | Closed |
|
186
Fidelity Investments
Boston,
Massachusetts
| – | +$52 | +2 | New |
|
PFFD Hedge Fund Activity: Q2 2021 in Review
180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2021, worth a combined $907M — up 37% from $663M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PFFD positions and 6 closed out — a net gain of 30 holders — while 107 added to existing stakes and 25 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $71.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $13.7M.
- 180 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2021, up from 151 in Q1 2021.
- Funds reported $907M of Global X US Preferred ETF stock for Q2 2021, up 37% quarter-over-quarter.
- 36 funds opened new Global X US Preferred ETF positions in Q2 2021 and 6 closed out, a net change of +30 holders.
- The largest Global X US Preferred ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $71.2M added.
- The largest Global X US Preferred ETF seller in Q2 2021 was Qube Research & Technologies (QRT), an estimated $13.7M sold.
Based on aggregated 13F filings for Q2 2021.