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Global X US Preferred ETF
PFFD

Overview Fund Activity

37 hedge funds and large institutions have $212M invested in Global X US Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+10
Holders Change %
+37.04%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
14
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$27.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$100M
3
Bank of America
3
Bank of America
North Carolina
$19.3M
4
RIM
4
Redwood Investment Management
Arizona
$5.68M
5
Lido Advisors
5
Lido Advisors
California
$2.19M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$0
2
FAAS
2
First Allied Advisory Services
California
$18.9M
3
RF
3
RHS Financial
California
$1.29M
4
CM
4
Columbus Macro
Pennsylvania
$17.2M
5
CAL
5
Capital Advisors Ltd
Ohio
$534K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$100M 4,167,028 +441,589 +12%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$27.6M 1,055,897 +1,055,600 +355,421%
Bank of America
3
Bank of America
North Carolina
$19.3M 800,334 +322,863 +68%
FAAS
4
First Allied Advisory Services
California
$18.9M 784,229 -12,849 -2%
CM
5
Columbus Macro
Pennsylvania
$17.2M 713,291 -9,676 -1%
RIM
6
Redwood Investment Management
Arizona
$5.68M 235,889 +235,889 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.02M 167,114 +5,874 +4%
Morgan Stanley
8
Morgan Stanley
New York
$3.76M 156,275 +8,371 +6%
IAA
9
Ironsides Asset Advisors
North Carolina
$2.64M 109,520 +82,860 +311%
Lido Advisors
10
Lido Advisors
California
$2.19M 90,854 +90,854 New
RF
11
RHS Financial
California
$1.29M 53,658 -10,565 -16%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$999K 41,514 +1,232 +3%
UBS Group
13
UBS Group
Switzerland
$870K 36,158 +28,808 +392%
RA
14
Rational Advisors
New York
$846K 35,175 +35,175 New
Jane Street
15
Jane Street
New York
$829K 34,475 +19,934 +137%
FFN
16
Focus Financial Network
Minnesota
$723K 30,057 +30,057 New
BCM
17
Bluefin Capital Management
New York
$702K 29,175 +11,697 +67%
AF
18
Advisornet Financial
Minnesota
$593K 24,654 +5,488 +29%
RRWA
19
Rainey & Randall Wealth Advisors
Florida
$584K 24,292 – –
CAL
20
Capital Advisors Ltd
Ohio
$534K 22,176 -4,131 -16%
FA
21
FDx Advisors
Illinois
$534K 22,175 -924 -4%
SWP
22
Stratos Wealth Partners
Ohio
$385K 16,015 -822 -5%
LPL Financial
23
LPL Financial
California
$360K 14,965 +3,693 +33%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$304K 12,630 +230 +2%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$287K 11,949 +11,949 New
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