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Global X US Preferred ETF
PFFD

Overview Fund Activity

251 hedge funds and large institutions have $1.17B invested in Global X US Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-11
Holders Change %
-4.2%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
27
Increased
112
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$111M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.93M
3
QAM
3
Q3 Asset Management
Michigan
$5.73M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.66M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412K
3
Bank of America
3
Bank of America
North Carolina
$89.9M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
RA
5
Rational Advisors
New York
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
201
Family Asset Management
South Carolina
$98.3K -$55.4K -2,750 -36%
HR
202
Howe & Rusling
New York
$98.3K +$12.1K +600 +14%
CT
203
Colonial Trust
South Carolina
$94.4K – – –
GWSG
204
GPS Wealth Strategies Group
Colorado
$90.6K +$56.4K +2,796 +165%
CA
205
Continuum Advisory
Idaho
$89.9K +$89.9K +4,607 New
HGERS
206
Householder Group Estate & Retirement Specialist
Arizona
$85.4K +$8.89K +441 +12%
PB
207
Pinnacle Bancorp
Nebraska
$80.8K – – –
GWSA
208
Global Wealth Strategies & Associates
Colorado
$63K -$3.17K -157 -5%
UB
209
UMB Bank
Missouri
$59.7K – – –
AF
210
Allworth Financial
California
$58K +$17.1K +848 +42%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$49.4K +$49.4K +2,450 New
BFEC
212
Benjamin F. Edwards & Company
Missouri
$46K +$9.47K +469 +26%
T
213
Tidemark
California
$41.1K +$40.1K +1,989 +4,144%
FHA
214
First Horizon Advisors
Tennessee
$41K +$645 +32 +2%
AF
215
Advisornet Financial
Minnesota
$39.8K -$1.03K -51 -3%
ACA
216
Aptus Capital Advisors
Alabama
$31.5K – – –
HI
217
Harbour Investments
Wisconsin
$29.6K -$72.9K -3,617 -71%
BlackRock
218
BlackRock
New York
$29.4K +$29.4K +1,458 New
EWA
219
EverSource Wealth Advisors
Alabama
$24.9K +$521 +27 +2%
CA
220
CoreCap Advisors
Michigan
$23.6K +$23.6K +1,170 New
GJIA
221
Glass Jacobson Investment Advisors
Maryland
$23.5K -$343 -17 -1%
OSNBOA
222
Old Second National Bank of Aurora
Illinois
$20.2K – – –
GWM
223
Geneos Wealth Management
Colorado
$17.5K – – –
Simplex Trading
224
Simplex Trading
Illinois
$17K -$57.2K -2,859 -77%
CIAS
225
Capital Investment Advisory Services
North Carolina
$15.7K – – –
7 8
9
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