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Global X US Preferred ETF
PFFD

Overview Fund Activity

221 hedge funds and large institutions have $1.04B invested in Global X US Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
28
Increased
101
Reduced
70
Closed
30
Calls
$461K
Puts
$17K
Net Calls
+$444K
Net Calls Change
-$349K

Top Buyers

1
KW
KWB Wealth
California
$8.83M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$8.74M
3
Bank of America
Bank of America
North Carolina
$49.8M
4
Wells Fargo
Wells Fargo
California
$117M
5
AC
AlphaCore Capital
California
$4.17M

Top Sellers

1
MIM
Morningstar Investment Management
Illinois
$0
2
ST
Sageworth Trust
Pennsylvania
$0
3
MFG
Merit Financial Group
Georgia
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.37M
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$145K -$253K -13,057 -64%
PG
177
Prostatis Group
Maryland
$138K +$138K +27,769 New
AWM
178
Avior Wealth Management
Nebraska
$128K +$3.65K +188 +3%
FHA
179
First Horizon Advisors
Tennessee
$102K -$44.2K -2,278 -30%
Deutsche Bank
180
Deutsche Bank
Germany
$89.8K – – –
ACM
181
Antonetti Capital Management
Florida
$85.6K – – –
HR
182
Howe & Rusling
New York
$75.5K +$75.5K +3,894 New
US Bancorp
183
US Bancorp
Minnesota
$72.2K – – –
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$70.2K -$4.21K -217 -6%
AWM
185
Atticus Wealth Management
Florida
$59.5K -$24.7K -1,272 -29%
UB
186
UMB Bank
Missouri
$57.4K – – –
CWP
187
Concord Wealth Partners
Virginia
$51.4K +$16.2K +837 +46%
CFD
188
Creative Financial Designs
Indiana
$50.8K +$30.8K +1,589 +154%
AF
189
Allworth Financial
California
$49.9K -$84.2K -4,341 -63%
RI
190
Ridgewood Investments
New Jersey
$46.7K – – –
AF
191
Advisornet Financial
Minnesota
$38K +$582 +30 +2%
EWA
192
EverSource Wealth Advisors
Alabama
$26K +$330 +17 +1%
HI
193
Harbour Investments
Wisconsin
$21.7K +$58 +3 +0.3%
HCM
194
Hollencrest Capital Management
California
$21.3K – – –
GJIA
195
Glass Jacobson Investment Advisors
Maryland
$20.8K +$20.8K +1,074 New
OSNBOA
196
Old Second National Bank of Aurora
Illinois
$19.4K – – –
PWMG
197
Prestige Wealth Management Group
New Jersey
$18.8K – – –
MIA
198
Milestone Investment Advisors
Wisconsin
$13.6K -$21.5K -1,111 -61%
First Manhattan
199
First Manhattan
New York
$12.8K – – –
FGAM
200
Financial Gravity Asset Management
Texas
$12.8K +$12.8K +103 New
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