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Global X US Preferred ETF
PFFD

Overview Fund Activity

207 hedge funds and large institutions have $842M invested in Global X US Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
23
Increased
76
Reduced
87
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$123M
2
Jane Street
2
Jane Street
New York
$9.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.7M
4
RA
4
Rational Advisors
New York
$49.7M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$4.63M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$22.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$25.3M
3
MAM
3
Madison Asset Management
Wisconsin
$0
4
MCM
4
MAI Capital Management
Ohio
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Parallel Advisors
California
$4K +$4K +181 New
OFG
202
Oxford Financial Group
Indiana
$3K – – –
Citigroup
203
Citigroup
New York
$1K -$15.8K -569 -94%
M1FG
204
Mach-1 Financial Group
Arkansas
$1K – – –
TAM
205
Tucker Asset Management
Colorado
$844 – – –
MAM
206
Madison Asset Management
Wisconsin
– -$10.4M -490,259 Closed
MCM
207
MAI Capital Management
Ohio
– -$9.13M -430,524 Closed
Franklin Resources
208
Franklin Resources
California
– -$5.63M -265,577 Closed
FA
209
Fermata Advisors
California
– -$1.21M -57,243 Closed
WWM
210
Western Wealth Management
Colorado
– -$1.05M -49,253 Closed
WWM
211
WT Wealth Management
Arizona
– -$954K -44,976 Closed
ES
212
Eagle Strategies
New York
– -$912K -42,986 Closed
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
– -$786K -37,067 Closed
EFS
214
Econ Financial Services
Pennsylvania
– -$540K -29,071 Closed
PA
215
Procyon Advisors
Connecticut
– -$396K -18,650 Closed
GA
216
Gateway Advisory
New Jersey
– -$302K -14,250 Closed
CIA
217
Capital Investment Advisors
Georgia
– -$289K -13,606 Closed
ARC
218
Advisor Resource Council
Texas
– -$260K -12,265 Closed
CRI
219
Colonial River Investments
Virginia
– -$221K -10,406 Closed
CCM
220
Chilton Capital Management
Texas
– -$214K -10,109 Closed
M
221
MOTCO
Texas
– -$207K -9,774 Closed
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
– -$138K -6,510 Closed
CFGS
223
Concourse Financial Group Securities
Alabama
– -$92K -4,338 Closed
JPLA
224
Joseph P. Lucia & Associates
New York
– -$91K -4,275 Closed
PGAM
225
Princeton Global Asset Management
New Jersey
– -$87K -4,081 Closed
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