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Global X US Preferred ETF
PFFD

Overview Fund Activity

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.

Holders
27
Holders Change
+14
Holders Change %
+107.69%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
3
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAAS
1
First Allied Advisory Services
California
$18M
2
CM
2
Columbus Macro
Pennsylvania
$16.3M
3
Bank of America
3
Bank of America
North Carolina
$10.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.63M
5
CAL
5
Capital Advisors Ltd
Ohio
$593K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$84M
2
Jane Street
2
Jane Street
New York
$328K
3
SWP
3
Stratos Wealth Partners
Ohio
$380K
4
AG
4
Advisor Group
Arizona
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.33M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$84M 3,725,439 -52,545 -1%
FAAS
2
First Allied Advisory Services
California
$18M 797,078 +797,078 New
CM
3
Columbus Macro
Pennsylvania
$16.3M 722,967 +722,967 New
Bank of America
4
Bank of America
North Carolina
$10.8M 477,471 +278,745 +140%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.63M 161,240 +161,240 New
Morgan Stanley
6
Morgan Stanley
New York
$3.33M 147,904 -1,923 -1%
RF
7
RHS Financial
California
$1.45M 64,223 +64,223 New
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$908K 40,282 +14,371 +55%
IAA
9
Ironsides Asset Advisors
North Carolina
$601K 26,660 – –
CAL
10
Capital Advisors Ltd
Ohio
$593K 26,307 +26,307 New
RRWA
11
Rainey & Randall Wealth Advisors
Florida
$548K 24,292 +24,292 New
FA
12
FDx Advisors
Illinois
$521K 23,099 +23,099 New
APP
13
Avantax Planning Partners
Iowa
$451K 20,015 +20,015 New
AF
14
Advisornet Financial
Minnesota
$432K 19,166 +3,012 +19%
BCM
15
Bluefin Capital Management
New York
$394K 17,478 +17,478 New
SWP
16
Stratos Wealth Partners
Ohio
$380K 16,837 -10,695 -39%
Jane Street
17
Jane Street
New York
$328K 14,541 -12,876 -47%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$279K 12,400 +12,400 New
LPL Financial
19
LPL Financial
California
$254K 11,272 +11,272 New
UBS Group
20
UBS Group
Switzerland
$166K 7,350 -1,890 -20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$119K 5,265 -1,000 -16%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$104K 4,630 +4,630 New
CFA
23
Carroll Financial Associates
North Carolina
$54K 2,366 +2,366 New
DWM
24
Destination Wealth Management
California
$35K 1,548 -268 -15%
William Blair & Company
25
William Blair & Company
Illinois
$23K 1,000 – –
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