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Global X US Preferred ETF
PFFD

Overview Fund Activity

236 hedge funds and large institutions have $1.06B invested in Global X US Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+15
Holders Change %
+6.79%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
36
Increased
92
Reduced
73
Closed
19
Calls
$307K
Puts
$71K
Net Calls
+$236K
Net Calls Change
-$208K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$77M
2
Creative Planning
Creative Planning
Kansas
$15.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$4.62M
4
FGAM
Financial Gravity Asset Management
Texas
$3.25M
5
AIP
Ameritas Investment Partners
Nebraska
$5.45M

Top Sellers

1
BFS
Bard Financial Services
Connecticut
$0
2
Lido Advisors
Lido Advisors
California
$24.4M
3
Wells Fargo
Wells Fargo
California
$110M
4
TYCC
Texas Yale Capital Corp
Florida
$969K
5
RA
Rational Advisors
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
176
Barry Investment Advisors
Massachusetts
$211K -$32.6K -1,734 -13%
DAM
177
Derbend Asset Management
Georgia
$210K -$9.59K -510 -4%
HF
178
HRT Financial
New York
$204K +$204K +10,889 New
GLA
179
Good Life Advisors
Pennsylvania
$198K +$198K +10,517 New
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$194K +$194K +10,313 New
WTC
181
WhitTier Trust Company
Nevada
$189K -$47.8K -2,540 -20%
CFB
182
Cullen/Frost Bankers
Texas
$188K – – –
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$178K +$176K +9,352 +7,139%
AWM
184
Avior Wealth Management
Nebraska
$169K +$45.5K +2,420 +37%
CCM
185
Chilton Capital Management
Texas
$157K -$9.41K -500 -6%
US Bancorp
186
US Bancorp
Minnesota
$146K +$76.4K +4,061 +109%
NS
187
NBC Securities
Alabama
$89K +$89K +4,772 New
Deutsche Bank
188
Deutsche Bank
Germany
$87.1K – – –
AWM
189
Activest Wealth Management
Florida
$86.8K +$86.8K +4,616 New
HGERS
190
Householder Group Estate & Retirement Specialist
Arizona
$82.1K +$82.1K +4,366 New
ACM
191
Antonetti Capital Management
Florida
$81.2K -$1.88K -100 -2%
HR
192
Howe & Rusling
New York
$80.4K +$7.2K +383 +10%
CFD
193
Creative Financial Designs
Indiana
$75.6K +$26.3K +1,398 +53%
PB
194
Pinnacle Bancorp
Nebraska
$75.4K +$75.4K +4,006 New
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$68.1K – – –
AAM
196
Advisors Asset Management
Colorado
$57K -$89.9K -4,779 -61%
UB
197
UMB Bank
Missouri
$55.7K – – –
VWM
198
Venturi Wealth Management
Texas
$53.7K +$53.7K +2,856 New
AF
199
Allworth Financial
California
$47.2K -$1.2K -64 -2%
AWM
200
Atticus Wealth Management
Florida
$46.9K -$10.9K -579 -19%
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