PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

43 hedge funds and large institutions have $263M invested in Global X US Preferred ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
23
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$20.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$120M
3
MIM
3
Morningstar Investment Management
Illinois
$5.53M
4
UBS Group
4
UBS Group
Switzerland
$3.31M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$2.52M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$0
2
FAAS
2
First Allied Advisory Services
California
$17.4M
3
BCM
3
Bluefin Capital Management
New York
$0
4
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$0
5
CAL
5
Capital Advisors Ltd
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$120M 4,884,841 +717,813 +17%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$27.6M 1,055,897 – –
GI
3
Gradient Investments
Minnesota
$20.9M 853,739 +853,739 New
Bank of America
4
Bank of America
North Carolina
$20.2M 823,924 +23,590 +3%
FAAS
5
First Allied Advisory Services
California
$17.4M 709,526 -74,703 -10%
CM
6
Columbus Macro
Pennsylvania
$17M 693,527 -19,764 -3%
MIM
7
Morningstar Investment Management
Illinois
$5.53M 225,276 +225,276 New
Morgan Stanley
8
Morgan Stanley
New York
$4.22M 171,963 +15,688 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.12M 168,082 +968 +0.6%
Lido Advisors
10
Lido Advisors
California
$3.36M 136,832 +45,978 +51%
UBS Group
11
UBS Group
Switzerland
$3.31M 135,081 +98,923 +274%
IAA
12
Ironsides Asset Advisors
North Carolina
$2.98M 121,520 +12,000 +11%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$2.52M 102,686 +61,172 +147%
MA
14
Mutual Advisors
Nebraska
$1.49M 60,642 +60,642 New
TYCC
15
Texas Yale Capital Corp
Florida
$1.24M 50,371 +50,371 New
Jane Street
16
Jane Street
New York
$1.05M 42,827 +8,352 +24%
RF
17
RHS Financial
California
$1.05M 42,633 -11,025 -21%
RA
18
Rational Advisors
New York
$1.03M 41,808 +6,633 +19%
GVAG
19
Great Valley Advisor Group
Delaware
$973K 39,689 +39,689 New
FFN
20
Focus Financial Network
Minnesota
$781K 31,843 +1,786 +6%
MML Investors Services
21
MML Investors Services
Massachusetts
$725K 29,560 +29,560 New
BAC
22
Boys Arnold & Co
North Carolina
$674K 27,500 +17,500 +175%
FA
23
FDx Advisors
Illinois
$630K 25,696 +3,521 +16%
AF
24
Advisornet Financial
Minnesota
$605K 24,666 +12 +0%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$468K 19,086 +19,086 New
1
2