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Global X US Preferred ETF
PFFD

Overview Fund Activity

236 hedge funds and large institutions have $1.06B invested in Global X US Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+15
Holders Change %
+6.79%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
36
Increased
92
Reduced
73
Closed
19
Calls
$307K
Puts
$71K
Net Calls
+$236K
Net Calls Change
-$208K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$77M
2
Creative Planning
Creative Planning
Kansas
$15.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$4.62M
4
FGAM
Financial Gravity Asset Management
Texas
$3.25M
5
AIP
Ameritas Investment Partners
Nebraska
$5.45M

Top Sellers

1
BFS
Bard Financial Services
Connecticut
$0
2
Lido Advisors
Lido Advisors
California
$24.4M
3
Wells Fargo
Wells Fargo
California
$110M
4
TYCC
Texas Yale Capital Corp
Florida
$969K
5
RA
Rational Advisors
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Advisornet Financial
Minnesota
$37.4K +$583 +31 +2%
FHA
202
First Horizon Advisors
Tennessee
$37K -$61.9K -3,287 -63%
CWP
203
Concord Wealth Partners
Virginia
$34.2K -$15.7K -837 -32%
SSWM
204
Sheets Smith Wealth Management
North Carolina
$28.5K +$28.5K +1,517 New
EWA
205
EverSource Wealth Advisors
Alabama
$23.4K -$1.84K -98 -7%
GJIA
206
Glass Jacobson Investment Advisors
Maryland
$21.8K +$1.6K +85 +8%
HI
207
Harbour Investments
Wisconsin
$21.1K +$56 +3 +0.3%
HCM
208
Hollencrest Capital Management
California
$20.6K – – –
OSNBOA
209
Old Second National Bank of Aurora
Illinois
$18.8K – – –
PWMG
210
Prestige Wealth Management Group
New Jersey
$18.2K – – –
CIAS
211
Capital Investment Advisory Services
North Carolina
$14.7K -$601K -31,974 -98%
MIA
212
Milestone Investment Advisors
Wisconsin
$13.2K – – –
First Manhattan
213
First Manhattan
New York
$12.4K – – –
AFS
214
Annapolis Financial Services
Maryland
$12.3K – – –
GRP
215
Global Retirement Partners
California
$11.7K – – –
VDBMI
216
Van Den Berg Management I
Texas
$11.3K – – –
AWA
217
Authentikos Wealth Advisory
California
$11K +$11K +584 New
RG
218
Retirement Group
California
$10.9K +$150 +8 +1%
TRCT
219
Tower Research Capital (TRC)
New York
$9.03K – – –
AA
220
AlphaMark Advisors
Kentucky
$9K – – –
IPW
221
Impact Partnership Wealth
Georgia
$7.81K +$7.81K +415 New
GI
222
GS Investments
Minnesota
$7.15K -$639K -33,976 -99%
MRCM
223
M&R Capital Management
New Jersey
$7.05K – – –
FGA
224
Fortis Group Advisors
New Jersey
$7.05K +$7.05K +375 New
JFGIW
225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.05K +$3.05K +162 New
7 8
9
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