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Global X US Preferred ETF
PFFD

267 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 125 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 77

19% more call options, than puts

Call options by funds: $44K | Put options by funds: $37K

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

11% more capital invested

Capital invested by funds: $1.12B → $1.24B (+$122M)

3% more funds holding

Funds holding: 259 → 267 (+8)

1% more ownership

Funds ownership: 48.56% → 49.56% (+1%)

Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
3.83%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
27
Increased
125
Reduced
77
Closed
15
Calls
$44K
Puts
$37K
Net Calls
+$7K
Net Calls Change
-$370K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$19.1M
2
OPAM
Ocean Park Asset Management
California
+$9.51M
3
Ameriprise
Ameriprise
Minnesota
+$7.22M
4
RSWM
Robertson Stephens Wealth Management
California
+$6.83M
5
MWM
Modern Wealth Management
Kansas
+$6.46M

Top Sellers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
-$6.64M
2
RA
Rational Advisors
New York
-$5.47M
3
UBS Group
UBS Group
Switzerland
-$5.16M
4
Morgan Stanley
Morgan Stanley
New York
-$3.79M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
176
Avior Wealth Management
Nebraska
$290K +$33.5K +1,666 +14%
CTC
177
Central Trust Company
Missouri
$276K -$40.2K -2,000 -13%
ACI
178
Alpha Cubed Investments
California
$267K +$1.31K +65 +0.5%
HBS
179
Howard Bailey Securities
Indiana
$265K +$257K +12,750 New
HNB
180
Huntington National Bank
Ohio
$263K – – –
HAG
181
HF Advisory Group
Maryland
$261K -$51.5K -2,557 -17%
Pathstone Holdings
182
Pathstone Holdings
New Jersey
$255K +$247K +12,290 New
BCG
183
Breakwater Capital Group
New Jersey
$255K -$2.98K -148 -1%
PIA
184
Perennial Investment Advisors
California
$250K +$17.7K +881 +8%
CAM
185
Cresset Asset Management
Illinois
$250K -$1.39K -69 -0.6%
NB
186
NBT Bank
New York
$249K – – –
1WM
187
1900 Wealth Management
Texas
$249K +$201 +10 +0.1%
MLA
188
My Legacy Advisors
Oregon
$248K -$380K -18,881 -61%
FTUS
189
Flow Traders U.S.
New York
$247K +$239K +11,882 New
SC
190
Scotia Capital
Ontario, Canada
$246K +$30.2K +1,500 +14%
KFGK
191
Keystone Financial Group (Kentucky)
Kentucky
$243K +$235K +11,675 New
RPCA
192
Running Point Capital Advisors
California
$240K -$17.3K -861 -7%
AWM
193
AE Wealth Management
Kansas
$234K +$2.92K +145 +1%
Comerica Bank
194
Comerica Bank
Texas
$231K -$71.4K -3,548 -24%
FCH
195
Freestone Capital Holdings
Washington
$224K +$217K +10,801 New
AIS
196
American Investment Services
Massachusetts
$223K +$4.83K +240 +2%
RWA
197
Rooted Wealth Advisors
Illinois
$219K -$57.3K -2,845 -21%
US Bancorp
198
US Bancorp
Minnesota
$218K -$4.13K -205 -2%
LFG
199
Larson Financial Group
Missouri
$217K +$47.5K +2,359 +29%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$214K +$6.1K +303 +3%
6 7
8
9 10

PFFD Hedge Fund Activity: Q3 2024 in Review

267 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2024, worth a combined $1.24B — up 11% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFFD positions and 15 closed out — a net gain of 12 holders — while 125 added to existing stakes and 77 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.1M. The largest seller was ING Group, exiting entirely with an estimated $6.64M sold.

  • 267 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2024, up from 259 in Q2 2024.
  • Funds reported $1.24B of Global X US Preferred ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 27 funds opened new Global X US Preferred ETF positions in Q3 2024 and 15 closed out, a net change of +12 holders.
  • The largest Global X US Preferred ETF buyer in Q3 2024 was LPL Financial, an estimated $19.1M added.
  • The largest Global X US Preferred ETF seller in Q3 2024 was ING Group, an estimated $6.64M sold.

Based on aggregated 13F filings for Q3 2024.