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Global X US Preferred ETF
PFFD

Overview Fund Activity

98 hedge funds and large institutions have $331M invested in Global X US Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
21
Increased
45
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$24.1M
2
Morgan Stanley
Morgan Stanley
New York
$13.9M
3
MMA
Miracle Mile Advisors
California
$2.81M
4
HCIA
Hochman Cole Investment Advisors
Illinois
$7.82M
5
WWM
WT Wealth Management
Arizona
$2.2M

Top Sellers

1
JIP
JBJ Investment Partners
South Carolina
$0
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$5.26M
3
CM
Columbus Macro
Pennsylvania
$5.31M
4
CSIA
Charles Schwab Investment Advisory
California
$37M
5
FAAS
First Allied Advisory Services
California
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.3M +$443K +17,889 +1%
CSIA
2
Charles Schwab Investment Advisory
California
$37M -$1.42M -57,306 -4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$27.6M – – –
FI
4
FormulaFolio Investments
Michigan
$24.1M +$18.1M +732,214 +302%
AssetMark Inc
5
AssetMark Inc
California
$19.6M -$154K -6,205 -0.8%
Morgan Stanley
6
Morgan Stanley
New York
$13.9M +$5.77M +233,135 +71%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.7M -$817K -33,007 -7%
Lido Advisors
8
Lido Advisors
California
$9.94M +$453K +18,288 +5%
RJA
9
Raymond James & Associates
Florida
$8.45M +$1.14M +45,902 +16%
MIM
10
Morningstar Investment Management
Illinois
$7.89M +$82.6K +3,336 +1%
HCIA
11
Hochman Cole Investment Advisors
Illinois
$7.82M +$2.75M +110,943 +54%
WCAMG
12
Woodard & Company Asset Management Group
North Carolina
$7.34M +$1.11M +45,000 +18%
AWM
13
AE Wealth Management
Kansas
$7.18M -$65.6K -2,649 -0.9%
SS
14
Simplicity Solutions
Minnesota
$6.82M -$14K -565 -0.2%
FWM
15
Foresight Wealth Management
Utah
$5.94M +$328K +13,265 +6%
FAAS
16
First Allied Advisory Services
California
$5.58M -$1M -40,588 -15%
CM
17
Columbus Macro
Pennsylvania
$5.31M -$1.77M -71,282 -25%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$5.26M -$2.09M -84,575 -28%
WAS
19
Wealth Advisory Solutions
Indiana
$5.21M +$1.32M +53,208 +34%
UBS Group
20
UBS Group
Switzerland
$5.08M +$303K +12,229 +6%
TLP
21
Trinity Legacy Partners
Texas
$5.07M +$248K +9,868 +5%
TYCC
22
Texas Yale Capital Corp
Florida
$4.14M +$534K +21,553 +15%
William Blair & Company
23
William Blair & Company
Illinois
$3.65M +$172K +6,948 +5%
IAA
24
Ironsides Asset Advisors
North Carolina
$3.04M -$100K -4,050 -3%
LPL Financial
25
LPL Financial
California
$3.01M +$1.44M +58,273 +92%
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