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Global X US Preferred ETF
PFFD

Overview Fund Activity

224 hedge funds and large institutions have $985M invested in Global X US Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
38
Increased
97
Reduced
66
Closed
27
Calls
$1.06M
Puts
$270K
Net Calls
+$793K
Net Calls Change
+$526K

Top Buyers

1
AMG
1
Advisors Management Group
Wisconsin
$13.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$14M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$11.2M
4
DK
4
David Kennon
Florida
$6.88M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.85M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$88.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
201
Creative Financial Designs
Indiana
$20.5K +$1.79K +90 +10%
AAS
202
Ameritas Advisory Services
Nebraska
$19.9K +$19.9K +1,000 New
OSNBOA
203
Old Second National Bank of Aurora
Illinois
$19.9K -$1.29K -65 -6%
WAM
204
Worth Asset Management
Texas
$19.9K – – –
PWMG
205
Prestige Wealth Management Group
New Jersey
$19.2K – – –
GRP
206
Global Retirement Partners
California
$18.7K +$1.88K +99 +11%
AWM
207
Ameliora Wealth Management
Switzerland
$18.7K – – –
WB
208
Webster Bank
Connecticut
$16.2K -$23K -1,157 -59%
AFS
209
Annapolis Financial Services
Maryland
$15.5K +$15.5K +780 New
First Manhattan
210
First Manhattan
New York
$13.1K – – –
RG
211
Retirement Group
California
$12K +$142 +7 +1%
VDBMI
212
Van Den Berg Management I
Texas
$11.9K – – –
BTI
213
Blue Trust Inc
Georgia
$11K – – –
GI
214
Gradient Investments
Minnesota
$10.2K -$2.9K -146 -22%
AA
215
AlphaMark Advisors
Kentucky
$10K -$8K -400 -44%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$8.94K -$993 -50 -10%
TAM
217
Tucker Asset Management
Colorado
$5.14K +$4.29K +216 +502%
PA
218
Parallel Advisors
California
$4.57K -$7.06K -354 -61%
OFG
219
Oxford Financial Group
Indiana
$1.97K -$635 -32 -24%
DAM
220
Delta Asset Management
Tennessee
$1.93K – – –
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$1.55K +$159 +8,010 +11%
SCA
222
Stonebridge Capital Advisors
Minnesota
$430 +$391 +20 +1,000%
FWM
223
Focused Wealth Management
New York
$139 – – –
Fidelity Investments
224
Fidelity Investments
Massachusetts
$119 -$59 -3 -33%
Cohen & Steers
225
Cohen & Steers
New York
– -$23.2M -1,199,705 Closed
7 8
9
10 11