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Global X US Preferred ETF
PFFD

Overview Fund Activity

207 hedge funds and large institutions have $842M invested in Global X US Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
23
Increased
76
Reduced
87
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$123M
2
Jane Street
2
Jane Street
New York
$9.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.7M
4
RA
4
Rational Advisors
New York
$49.7M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$4.63M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$22.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$25.3M
3
MAM
3
Madison Asset Management
Wisconsin
$0
4
MCM
4
MAI Capital Management
Ohio
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
176
Webster Bank
Connecticut
$45K +$2.05K +100 +5%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$42K +$42K +2,060 New
Simplex Trading
178
Simplex Trading
Illinois
$40K +$18.4K +912 +85%
AF
179
Advisornet Financial
Minnesota
$37K -$20.5K -993 -36%
WT
180
Whittier Trust
California
$37K -$3.49K -170 -9%
CFD
181
Creative Financial Designs
Indiana
$23K -$2.11K -104 -8%
WAM
182
Worth Asset Management
Texas
$21K – – –
PWMG
183
Prestige Wealth Management Group
New Jersey
$20K – – –
TWC
184
TD Waterhouse Canada
Ontario, Canada
$19.3K – – –
AA
185
AlphaMark Advisors
Kentucky
$18K -$14K -700 -44%
AWM
186
Ameliora Wealth Management
Switzerland
$18K +$18K +940 New
GRP
187
Global Retirement Partners
California
$17K +$12.4K +646 +266%
ACA
188
Aptus Capital Advisors
Alabama
$14K -$98.8K -4,975 -88%
BTI
189
Blue Trust Inc
Georgia
$12K – – –
RG
190
Retirement Group
California
$12K +$145 +7 +1%
SWM
191
Selective Wealth Management
Virginia
$10K -$7.57K -362 -43%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$10K +$9.94K +494 +16,467%
SWM
193
Sugarloaf Wealth Management
Georgia
$9K +$3.03K +135 +51%
EWA
194
EverSource Wealth Advisors
Alabama
$8K – – –
PMFA
195
Plante Moran Financial Advisors
Michigan
$8K +$8K +409 New
FF
196
FourThought Financial
Florida
$7K – – –
BFEC
197
Benjamin F. Edwards & Company
Missouri
$6K +$76 +4 +1%
GI
198
Gradient Investments
Minnesota
$6K +$1.23K +56 +26%
MCC
199
Money Concepts Capital
Florida
$4K – – –
NFSG
200
Newbridge Financial Services Group
Florida
$4K +$57 +3 +1%
6 7
8
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