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Global X US Preferred ETF
PFFD

Overview Fund Activity

290 hedge funds and large institutions have $1.21B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+26
Holders Change %
+9.85%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
47
Increased
119
Reduced
78
Closed
16
Calls
$339K
Puts
$53K
Net Calls
+$286K
Net Calls Change
+$279K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$160M
2
Bank of America
2
Bank of America
North Carolina
$121M
3
IAA
3
Independent Advisor Alliance
North Carolina
$6.7M
4
Lido Advisors
4
Lido Advisors
California
$26.5M
5
FSC
5
Full Sail Capital
Oklahoma
$26.7M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
OPAM
2
Ocean Park Asset Management
California
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$321K -$6.42K -329 -2%
SW
177
SteelPeak Wealth
California
$321K +$321K +16,355 New
AA
178
Armis Advisers
Georgia
$320K +$320K +16,407 New
PGF
179
Plan Group Financial
Oklahoma
$317K +$1.27K +65 +0.4%
IP
180
Ignite Planners
California
$316K -$64.4K -3,227 -17%
FFN
181
Focus Financial Network
Minnesota
$312K -$947K -48,302 -75%
LAM
182
Lewis Asset Management
California
$306K -$59 -3 -0%
BFG
183
Beacon Financial Group
Texas
$305K +$4.57K +234 +2%
SS
184
Sunbelt Securities
Texas
$299K -$16.6K -855 -5%
FCBT
185
First Citizens Bank & Trust
North Carolina
$288K +$86.8K +4,448 +43%
CTWM
186
Cherry Tree Wealth Management
Minnesota
$283K +$8K +410 +3%
OPWM
187
Oxinas Partners Wealth Management
Indiana
$283K -$66.1K -3,387 -19%
BCG
188
Breakwater Capital Group
New Jersey
$277K +$38K +1,946 +16%
AWM
189
Avior Wealth Management
Nebraska
$272K -$98 -5 -0%
SFS
190
Sowell Financial Services
Arkansas
$262K -$72.6K -3,720 -22%
SWM
191
SeaCrest Wealth Management
New York
$262K -$77.9K -3,993 -23%
HBS
192
Howard Bailey Securities
Indiana
$257K +$8K +410 +3%
Comerica Bank
193
Comerica Bank
Texas
$256K +$38.7K +1,983 +18%
CSA
194
Cornerstone Select Advisors
Missouri
$256K +$256K +13,112 New
SC
195
Scotia Capital
Ontario, Canada
$246K +$14.2K +730 +6%
Goldman Sachs
196
Goldman Sachs
New York
$238K +$238K +12,212 New
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$238K -$2.24K -115 -0.9%
1WM
198
1900 Wealth Management
Texas
$234K +$176 +9 +0.1%
NB
199
NBT Bank
New York
$234K – – –
MFG
200
MidWestOne Financial Group
Iowa
$234K +$234K +12,000 New
6 7
8
9 10