Global X US Preferred ETF
PFFD
7 hedge funds and large institutions have $81.7M invested in Global X US Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 3 closing their positions.
903% more capital invested
Capital invested by funds: $8.14M → $81.7M (+$73.5M)
274.12% more ownership
Funds ownership: 30.2% → 304.32% (+274%)
13% less funds holding
Funds holding: 8 → 7 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
Top Sellers
| 1 |
Citigroup
New York
|
-$6.62M |
| 2 |
Jane Street
New York
|
-$354K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSIA
1
Charles Schwab Investment Advisory
San Francisco,
California
| $80M | +$79.5M | +3,278,782 | New |
|
|
IAA
2
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $651K | +$63.3K | +2,610 | +11% |
|
3
Bank of America
Charlotte,
North Carolina
| $402K | +$399K | +16,475 | New |
|
|
AF
4
Advisornet Financial
Minnetonka,
Minnesota
| $373K | +$138K | +5,700 | +59% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $128K | +$26.7K | +1,100 | +26% |
|
6
UBS Group
Zurich,
Switzerland
| $73K | +$10.3K | +423 | +16% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $50K | +$727 | +30 | +1% |
|
|
8
Citigroup
New York
| – | -$6.62M | -270,000 | Closed |
|
|
9
Jane Street
New York
| – | -$354K | -14,430 | Closed |
|
|
SWP
10
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$133K | -5,411 | Closed |
|
PFFD Hedge Fund Activity: Q2 2018 in Review
7 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2018, worth a combined $81.7M — up 903% from $8.14M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PFFD and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 5 added.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $79.5M. The largest seller was Citigroup, exiting entirely with an estimated $6.62M sold.
- 7 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2018, down from 8 in Q1 2018.
- Funds reported $81.7M of Global X US Preferred ETF stock for Q2 2018, up 903% quarter-over-quarter.
- 2 funds opened new Global X US Preferred ETF positions in Q2 2018 and 3 closed out, a net change of -1 holder.
- The largest Global X US Preferred ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $79.5M added.
- The largest Global X US Preferred ETF seller in Q2 2018 was Citigroup, an estimated $6.62M sold.
Based on aggregated 13F filings for Q2 2018.