PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

221 hedge funds and large institutions have $1.04B invested in Global X US Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
28
Increased
101
Reduced
70
Closed
30
Calls
$461K
Puts
$17K
Net Calls
+$444K
Net Calls Change
-$349K

Top Buyers

1
KW
KWB Wealth
California
$8.83M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$8.74M
3
Bank of America
Bank of America
North Carolina
$49.8M
4
Wells Fargo
Wells Fargo
California
$117M
5
AC
AlphaCore Capital
California
$4.17M

Top Sellers

1
MIM
Morningstar Investment Management
Illinois
$0
2
ST
Sageworth Trust
Pennsylvania
$0
3
MFG
Merit Financial Group
Georgia
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.37M
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
201
Annapolis Financial Services
Maryland
$12.7K -$2.46K -127 -16%
GRP
202
Global Retirement Partners
California
$12.5K -$6.61K -341 -35%
VDBMI
203
Van Den Berg Management I
Texas
$11.6K – – –
RG
204
Retirement Group
California
$11.1K -$349 -18 -3%
AA
205
AlphaMark Advisors
Kentucky
$10K – – –
TRCT
206
Tower Research Capital (TRC)
New York
$9.31K +$9.29K +479 +47,900%
MRCM
207
M&R Capital Management
New Jersey
$7.27K +$7.27K +375 New
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$4.53K +$4.53K +131 New
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$4.42K -$29.7K -7,340 -87%
WWP
210
WR Wealth Planners
Missouri
$3.4K +$3.4K +175 New
Citadel Advisors
211
Citadel Advisors
Florida
$3.24K -$140K -7,203 -98%
NRG
212
Nemes Rush Group
Michigan
$2.42K +$2.42K +125 New
WB
213
Webster Bank
Connecticut
$1.94K -$13.9K -715 -88%
DAM
214
Delta Asset Management
Tennessee
$1.88K – – –
FBC
215
Fairfield, Bush & Co
Connecticut
$1.65K +$1.65K +85 New
CT
216
Colonial Trust
South Carolina
$887 +$887 +46 New
TAM
217
Tucker Asset Management
Colorado
$834 -$4.19K -216 -83%
PA
218
Parallel Advisors
California
$737 -$3.7K -191 -83%
SCA
219
Stonebridge Capital Advisors
Minnesota
$420 – – –
Citigroup
220
Citigroup
New York
$175 +$175 +9 New
Fidelity Investments
221
Fidelity Investments
Massachusetts
$174 +$58 +3 +50%
FWM
222
Focused Wealth Management
New York
$136 – – –
MIM
223
Morningstar Investment Management
Illinois
– -$4.22M -212,279 Closed
ST
224
Sageworth Trust
Pennsylvania
– -$3.43M -172,504 Closed
MFG
225
Merit Financial Group
Georgia
– -$3.41M -171,707 Closed
7 8
9
10 11