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Global X US Preferred ETF
PFFD

Overview Fund Activity

284 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 30 closing their positions.

Holders
284
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
31
Increased
103
Reduced
101
Closed
30
Calls
$384K
Puts
–
Net Calls
+$384K
Net Calls Change
-$132K

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$131M
2
NYLIM
2
New York Life Investment Management
New York
$34.8M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$9.21M
4
Wells Fargo
4
Wells Fargo
California
$51.8M
5
GXJ
5
Global X Japan
Japan
$66.7M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$588K
2
LPL Financial
2
LPL Financial
California
$78.5M
3
FAM
3
Flaharty Asset Management
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$107M
5
MWM
5
Modern Wealth Management
Kansas
$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
AE Wealth Management
Kansas
$205K +$8.72K +463 +4%
CSP
202
Cary Street Partners
Virginia
$203K +$14.5K +770 +8%
OPWM
203
Oxinas Partners Wealth Management
Indiana
$201K -$21.6K -1,149 -10%
SWM
204
SeaCrest Wealth Management
New York
$200K +$151 +8 +0.1%
CW
205
Channel Wealth
California
$197K -$92.2K -4,896 -32%
HAG
206
HF Advisory Group
Maryland
$196K +$3.52K +187 +2%
Cerity Partners
207
Cerity Partners
New York
$193K +$193K +10,203 New
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$192K +$69.9K +3,712 +57%
OBWG
209
Onyx Bridge Wealth Group
New York
$190K -$508 -27 -0.3%
CFB
210
Cullen/Frost Bankers
Texas
$188K – – –
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$188K – – –
LFG
212
Larson Financial Group
Missouri
$188K +$1.85K +98 +1%
AFG
213
Albion Financial Group
Utah
$172K – – –
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$158K +$45.5K +2,415 +41%
MIA
215
MeadowBrook Investment Advisors
Michigan
$152K -$44.9K -2,385 -23%
FRA
216
Front Row Advisors
California
$151K – – –
CCM
217
Chilton Capital Management
Texas
$150K -$4.97K -264 -3%
AAS
218
Ameritas Advisory Services
Nebraska
$149K +$149K +7,901 New
T
219
Tidemark
California
$141K -$3.6K -191 -2%
ACA
220
Atlas Capital Advisors
Wyoming
$140K – – –
GSWM
221
Golden State Wealth Management
California
$140K -$22.1K -1,174 -14%
EWM
222
Evolution Wealth Management
Florida
$129K +$129K +6,856 New
RPCA
223
Running Point Capital Advisors
California
$123K -$6.76K -359 -5%
WCM
224
Winthrop Capital Management
Indiana
$116K +$1.42K +75 +1%
HI
225
Harbour Investments
Wisconsin
$105K +$92.6K +4,916 +719%
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9
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