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Global X US Preferred ETF
PFFD

Overview Fund Activity

262 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
3.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
52
Increased
77
Reduced
100
Closed
22
Calls
$889K
Puts
$266K
Net Calls
+$623K
Net Calls Change
+$387K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
LPL Financial
2
LPL Financial
California
$89M
3
Bank of America
3
Bank of America
North Carolina
$109M
4
OMC
4
Old Mission Capital
Illinois
$7.78M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.13M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$34.1M
2
FAM
2
Flaharty Asset Management
Florida
$25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.4M
4
Lido Advisors
4
Lido Advisors
California
$19.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
176
Keystone Financial Group (Kentucky)
Kentucky
$226K – – –
WC
177
Waterloo Capital
Texas
$222K +$222K +11,458 New
BIA
178
Barry Investment Advisors
Massachusetts
$222K +$2.61K +134 +1%
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$218K -$71.2K -3,668 -25%
BCG
180
Breakwater Capital Group
New Jersey
$215K -$102K -5,162 -32%
MIA
181
MeadowBrook Investment Advisors
Michigan
$205K +$205K +10,583 New
AWS
182
Atria Wealth Solutions
New York
$204K -$532K -27,274 -72%
GLA
183
Good Life Advisors
Pennsylvania
$204K – – –
CWP
184
Cyndeo Wealth Partners
Florida
$204K +$204K +10,510 New
CWM
185
Cornerstone Wealth Management
Missouri
$202K +$202K +10,415 New
RWA
186
Rooted Wealth Advisors
Illinois
$202K +$202K +10,183 New
PIA
187
Perennial Investment Advisors
California
$200K +$200K +10,326 New
TSS
188
Two Sigma Securities
New York
$198K +$198K +10,196 New
JWCA
189
J.W. Cole Advisors
Florida
$198K -$23K -1,188 -10%
AIS
190
American Investment Services
Massachusetts
$196K +$196K +10,101 New
CFB
191
Cullen/Frost Bankers
Texas
$194K – – –
NA
192
NewEdge Advisors
Louisiana
$191K -$391K -20,141 -67%
PS
193
Principal Securities
Iowa
$181K +$181K +9,340 New
CCM
194
Chilton Capital Management
Texas
$162K – – –
FAM
195
Family Asset Management
South Carolina
$148K +$148K +7,627 New
WCM
196
Winthrop Capital Management
Indiana
$123K +$123K +6,319 New
HI
197
Harbour Investments
Wisconsin
$98.7K +$76.9K +3,966 +354%
WTC
198
WhitTier Trust Company
Nevada
$95.2K -$99.4K -5,126 -51%
Deutsche Bank
199
Deutsche Bank
Germany
$89.9K – – –
CT
200
Colonial Trust
South Carolina
$89.6K +$89.6K +4,682 New
6 7
8
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