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Global X US Preferred ETF
PFFD

Overview Fund Activity

72 hedge funds and large institutions have $423M invested in Global X US Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
31
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$7.06M
2
Bank of America
2
Bank of America
North Carolina
$27.8M
3
FWM
3
Foresight Wealth Management
Utah
$4.82M
4
Lido Advisors
4
Lido Advisors
California
$8.57M
5
AWM
5
AE Wealth Management
Kansas
$4.57M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$187M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.61M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
FAAS
4
First Allied Advisory Services
California
$10.8M
5
Jane Street
5
Jane Street
New York
$235K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$187M 7,466,188 -442,954 -6%
Bank of America
2
Bank of America
North Carolina
$27.8M 1,112,614 +221,462 +25%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$27.6M 1,055,897 – –
AssetMark Inc
4
AssetMark Inc
California
$24.8M 991,271 +35,231 +4%
GI
5
Gradient Investments
Minnesota
$23.8M 950,268 +82,148 +9%
CM
6
Columbus Macro
Pennsylvania
$11.1M 443,430 -13,512 -3%
FAAS
7
First Allied Advisory Services
California
$10.8M 430,923 -21,970 -5%
Lido Advisors
8
Lido Advisors
California
$8.57M 340,823 +182,410 +115%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$8.55M 341,395 +169,620 +99%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$7.06M 281,880 +281,880 New
MIM
11
Morningstar Investment Management
Illinois
$6.93M 276,694 +41,683 +18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.74M 229,148 +10,302 +5%
FWM
13
Foresight Wealth Management
Utah
$4.82M 192,361 +192,361 New
AWM
14
AE Wealth Management
Kansas
$4.57M 182,681 +182,681 New
SS
15
Simplicity Solutions
Minnesota
$4.44M 177,462 +177,462 New
UBS Group
16
UBS Group
Switzerland
$4.3M 171,844 +22,540 +15%
IAA
17
Ironsides Asset Advisors
North Carolina
$4.21M 168,220 – –
HCIA
18
Hochman Cole Investment Advisors
Illinois
$3.87M 154,409 +154,409 New
TLP
19
Trinity Legacy Partners
Texas
$3.51M 138,806 +138,806 New
CST
20
Charles Schwab Trust
Nevada
$3.22M 128,698 +3,267 +3%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.61M 104,450 -155,807 -60%
BCM
22
Bluefin Capital Management
New York
$2.61M 104,310 +104,310 New
Morgan Stanley
23
Morgan Stanley
New York
$2.52M 100,615 +53,952 +116%
WAS
24
Wealth Advisory Solutions
Indiana
$2.36M 94,362 +94,362 New
TYCC
25
Texas Yale Capital Corp
Florida
$2.18M 87,256 +14,510 +20%
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