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Global X US Preferred ETF

288 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $910K | Put options by funds: $394K

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

0.01% more ownership

Funds ownership: 51.91%51.93% (+0.01%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.22B → $1.16B (-$54.1M)

2% less funds holding

Funds holding: 293288 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
24
Increased
121
Reduced
96
Closed
25
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
176
Lewis Asset Management
California
$293K -$5.38K -274 -2%
CW
177
Channel Wealth
California
$292K -$32.4K -1,652 -10%
Citadel Advisors
178
Citadel Advisors
Florida
$290K +$299K +15,244 New
WA
179
WBH Advisory
Maryland
$275K +$284K +14,451 New
IFG
180
Independent Financial Group
California
$267K -$3.22K -164 -1%
1IA
181
1620 Investment Advisors
Massachusetts
$258K +$81.5K +4,152 +44%
SFS
182
Sowell Financial Services
Arkansas
$256K
AWM
183
Avior Wealth Management
Nebraska
$251K -$15.3K -778 -6%
Comerica Bank
184
Comerica Bank
Texas
$250K +$98 +5 +0%
SC
185
Scotia Capital
Ontario, Canada
$240K
FIM
186
Freedom Investment Management
Connecticut
$238K -$195K -9,932 -44%
NS
187
NBC Securities
Alabama
$237K +$245K +12,471 +56,686%
US Bancorp
188
US Bancorp
Minnesota
$235K +$34.7K +1,765 +17%
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$232K
IP
190
Ignite Planners
California
$230K -$68.3K -3,477 -22%
CSA
191
Cornerstone Select Advisors
Missouri
$229K -$20.9K -1,063 -8%
MFG
192
MidWestOne Financial Group
Iowa
$228K
NB
193
NBT Bank
New York
$228K
OPWM
194
Oxinas Partners Wealth Management
Indiana
$225K -$53.4K -2,719 -19%
MLA
195
My Legacy Advisors
Oregon
$224K -$1.49K -76 -0.6%
KFGK
196
Keystone Financial Group (Kentucky)
Kentucky
$221K
TSS
197
Two Sigma Securities
New York
$214K +$221K +11,257 New
JWCA
198
J.W. Cole Advisors
Florida
$206K +$213K +10,832 New
AIS
199
American Investment Services
Massachusetts
$206K +$1.63K +83 +0.8%
BCG
200
Breakwater Capital Group
New Jersey
$206K -$67K -3,412 -24%

PFFD Hedge Fund Activity: Q1 2025 in Review

288 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2025, worth a combined $1.16B — down 4.5% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PFFD and 24 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 121 added.

The largest buyer was Global X Japan, adding an estimated $9.13M. The largest seller was LPL Financial, cutting an estimated $49.6M.

  • 288 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2025, down from 293 in Q4 2024.
  • Funds reported $1.16B of Global X US Preferred ETF stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 24 funds opened new Global X US Preferred ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest Global X US Preferred ETF buyer in Q1 2025 was Global X Japan, an estimated $9.13M added.
  • The largest Global X US Preferred ETF seller in Q1 2025 was LPL Financial, an estimated $49.6M sold.

Based on aggregated 13F filings for Q1 2025.