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Global X US Preferred ETF
PFFD

Overview Fund Activity

264 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 28 funds opening new positions, 124 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
3.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
124
Reduced
75
Closed
14
Calls
$44K
Puts
$37K
Net Calls
+$7K
Net Calls Change
-$370K

Top Buyers

1
LPL Financial
LPL Financial
California
$148M
2
OPAM
Ocean Park Asset Management
California
$20.3M
3
Ameriprise
Ameriprise
Minnesota
$10.3M
4
RSWM
Robertson Stephens Wealth Management
California
$7.05M
5
MWM
Modern Wealth Management
Kansas
$6.67M

Top Sellers

1
IG
ING Group
Netherlands
$0
2
RA
Rational Advisors
New York
$25.2M
3
UBS Group
UBS Group
Switzerland
$13.3M
4
Morgan Stanley
Morgan Stanley
New York
$95.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
176
Central Trust Company
Missouri
$276K -$41.6K -2,000 -13%
ACI
177
Alpha Cubed Investments
California
$267K +$1.35K +65 +0.5%
HBS
178
Howard Bailey Securities
Indiana
$265K +$265K +12,750 New
HNB
179
Huntington National Bank
Ohio
$263K -$260K – –
HAG
180
HF Advisory Group
Maryland
$261K -$53.1K -2,557 -17%
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$255K +$255K +12,290 New
BCG
182
Breakwater Capital Group
New Jersey
$255K -$3.08K -148 -1%
PIA
183
Perennial Investment Advisors
California
$250K +$18.3K +881 +8%
CAM
184
Cresset Asset Management
Illinois
$250K -$1.43K -69 -0.6%
NB
185
NBT Bank
New York
$249K – – –
1WM
186
1900 Wealth Management
Texas
$249K +$208 +10 +0.1%
MLA
187
My Legacy Advisors
Oregon
$248K -$392K -18,881 -61%
FTUS
188
Flow Traders U.S.
New York
$247K +$247K +11,882 New
SC
189
Scotia Capital
Ontario, Canada
$246K +$31.2K +1,500 +14%
KFGK
190
Keystone Financial Group (Kentucky)
Kentucky
$243K +$243K +11,675 New
RPCA
191
Running Point Capital Advisors
California
$240K -$17.9K -861 -7%
AWM
192
AE Wealth Management
Kansas
$234K +$3.01K +145 +1%
Comerica Bank
193
Comerica Bank
Texas
$231K -$73.7K -3,548 -24%
FCH
194
Freestone Capital Holdings
Washington
$224K +$224K +10,801 New
AIS
195
American Investment Services
Massachusetts
$223K +$4.99K +240 +2%
RWA
196
Rooted Wealth Advisors
Illinois
$219K -$58.5K -2,845 -21%
US Bancorp
197
US Bancorp
Minnesota
$218K -$4.26K -205 -2%
LFG
198
Larson Financial Group
Missouri
$217K +$49K +2,359 +29%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$214K +$6.3K +303 +3%
FCBT
200
First Citizens Bank & Trust
North Carolina
$214K +$214K +10,302 New
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