Global X US Preferred ETF
PFFD
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.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
48% more capital invested
Capital invested by funds: $144M → $212M (+$68.9M)
37% more funds holding
Funds holding: 27 → 37 (+10)
28.53% more ownership
Funds ownership: 76.76% → 105.29% (+29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$25M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$10.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.65M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$5.59M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$451K |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$305K |
| 3 |
RF
RHS Financial
San Francisco,
California
|
-$250K |
| 4 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$229K |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
-$97.9K |
PFFD Hedge Fund Activity: Q1 2019 in Review
37 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2019, worth a combined $212M — up 48% from $144M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PFFD positions and 2 closed out — a net gain of 10 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $25M. The largest seller was Avantax Planning Partners, exiting entirely with an estimated $451K sold.
- 37 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2019, up from 27 in Q4 2018.
- Funds reported $212M of Global X US Preferred ETF stock for Q1 2019, up 48% quarter-over-quarter.
- 12 funds opened new Global X US Preferred ETF positions in Q1 2019 and 2 closed out, a net change of +10 holders.
- The largest Global X US Preferred ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $25M added.
- The largest Global X US Preferred ETF seller in Q1 2019 was Avantax Planning Partners, an estimated $451K sold.
Based on aggregated 13F filings for Q1 2019.