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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$79.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$399K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$138K |
| 4 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
+$63.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$6.62M |
| 2 |
Jane Street
New York
|
-$354K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$133K |
PFFD Hedge Fund Activity: Q2 2018 in Review
7 of the 4,385 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.