Global X US Preferred ETF
PFFD
27 hedge funds and large institutions have $144M invested in Global X US Preferred ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
108% more funds holding
Funds holding: 13 → 27 (+14)
39% more capital invested
Capital invested by funds: $103M → $144M (+$40.4M)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
311.48% less ownership
Funds ownership: 388.24% → 76.76% (-311%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$18.5M |
| 2 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$16.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.45M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.73M |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
+$609K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.22M |
| 2 |
Jane Street
New York
|
-$298K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$248K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$50K |
| 5 |
Morgan Stanley
New York
|
-$44.5K |
PFFD Hedge Fund Activity: Q4 2018 in Review
27 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q4 2018, worth a combined $144M — up 39% from $103M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PFFD positions and 1 closed out — a net gain of 14 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was First Allied Advisory Services, opening a new position worth an estimated $18.5M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $1.22M.
- 27 institutional investors held Global X US Preferred ETF (PFFD) as of Q4 2018, up from 13 in Q3 2018.
- Funds reported $144M of Global X US Preferred ETF stock for Q4 2018, up 39% quarter-over-quarter.
- 15 funds opened new Global X US Preferred ETF positions in Q4 2018 and 1 closed out, a net change of +14 holders.
- The largest Global X US Preferred ETF buyer in Q4 2018 was First Allied Advisory Services, an estimated $18.5M added.
- The largest Global X US Preferred ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2018.