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Global X US Preferred ETF
PFFD

Overview Fund Activity

251 hedge funds and large institutions have $1.17B invested in Global X US Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-11
Holders Change %
-4.2%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
27
Increased
112
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$111M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.93M
3
QAM
3
Q3 Asset Management
Michigan
$5.73M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.66M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412K
3
Bank of America
3
Bank of America
North Carolina
$89.9M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
RA
5
Rational Advisors
New York
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWG
176
Onyx Bridge Wealth Group
New York
$241K -$78.6K -4,056 -25%
KFGK
177
Keystone Financial Group (Kentucky)
Kentucky
$235K – – –
CA
178
Claro Advisors
Massachusetts
$233K -$106K -5,281 -31%
BCG
179
Breakwater Capital Group
New Jersey
$229K +$9.6K +476 +4%
PIA
180
Perennial Investment Advisors
California
$227K +$19.3K +957 +9%
RWA
181
Rooted Wealth Advisors
Illinois
$224K +$20.2K +1,009 +10%
GLA
182
Good Life Advisors
Pennsylvania
$222K +$10.2K +507 +5%
CAM
183
Cresset Asset Management
Illinois
$214K +$214K +10,632 New
MIA
184
MeadowBrook Investment Advisors
Michigan
$213K – – –
AIS
185
American Investment Services
Massachusetts
$206K +$2.48K +123 +1%
JWCA
186
J.W. Cole Advisors
Florida
$203K -$1.88K -93 -0.9%
LMKC
187
L.M. Kohn & Company
Ohio
$203K +$203K +10,048 New
CFB
188
Cullen/Frost Bankers
Texas
$202K – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$202K +$197K +9,769 +4,229%
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$191K -$50.2K -2,489 -21%
AFG
191
Albion Financial Group
Utah
$185K -$1.14M -56,400 -86%
US Bancorp
192
US Bancorp
Minnesota
$180K +$173K +8,583 +2,488%
CCM
193
Chilton Capital Management
Texas
$168K – – –
FFWM
194
Future Financial Wealth Management
Ohio
$149K +$149K +7,405 New
AWM
195
Avior Wealth Management
Nebraska
$139K +$94.2K +4,673 +208%
WCM
196
Winthrop Capital Management
Indiana
$132K +$4.4K +218 +3%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$132K +$132K +6,510 New
IGWM
198
ICA Group Wealth Management
Colorado
$125K +$106K +5,252 +543%
CFD
199
Creative Financial Designs
Indiana
$117K +$28.5K +1,416 +32%
WTC
200
WhitTier Trust Company
Nevada
$99K – – –
6 7
8
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