Global X US Preferred ETF
PFFD
13 hedge funds and large institutions have $103M invested in Global X US Preferred ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, reducing their positions, and 0 closing their positions.
86% more funds holding
Funds holding: 7 → 13 (+6)
83.92% more ownership
Funds ownership: 304.32% → 388.24% (+84%)
26% more capital invested
Capital invested by funds: $81.7M → $103M (+$21.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$12.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.45M |
| 3 |
Morgan Stanley
New York
|
+$3.66M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$672K |
| 5 |
Jane Street
New York
|
+$669K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSIA
1
Charles Schwab Investment Advisory
San Francisco,
California
| $91.3M | +$12.2M | +499,202 | +15% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $4.8M | +$4.45M | +182,251 | +1,106% |
|
|
3
Morgan Stanley
New York
| $3.62M | +$3.66M | +149,827 | New |
|
|
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $666K | +$672K | +27,532 | New |
|
|
5
Jane Street
New York
| $663K | +$669K | +27,417 | New |
|
|
IAA
6
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $644K | – | – | – |
|
7
Mirae Asset Global Investments
Seoul,
South Korea
| $626K | +$632K | +25,911 | New |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| $391K | +$20.8K | +854 | +6% |
|
9
UBS Group
Zurich,
Switzerland
| $223K | +$153K | +6,250 | +209% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $151K | +$24.4K | +1,000 | +19% |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $50K | +$708 | +29 | +1% |
|
|
DWM
12
Destination Wealth Management
Walnut Creek,
California
| $44K | +$44.3K | +1,816 | New |
|
13
William Blair & Company
Chicago,
Illinois
| $24K | +$24.4K | +1,000 | New |
|
PFFD Hedge Fund Activity: Q3 2018 in Review
13 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2018, worth a combined $103M — up 26% from $81.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFFD positions and 0 closed out — a net gain of 6 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $12.2M.
- 13 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2018, up from 7 in Q2 2018.
- Funds reported $103M of Global X US Preferred ETF stock for Q3 2018, up 26% quarter-over-quarter.
- 6 funds opened new Global X US Preferred ETF positions in Q3 2018 and 0 closed out, a net change of +6 holders.
- The largest Global X US Preferred ETF buyer in Q3 2018 was Charles Schwab Investment Advisory, an estimated $12.2M added.
Based on aggregated 13F filings for Q3 2018.