We are live on ! Find out more
PFFD icon

Global X US Preferred ETF

180 hedge funds and large institutions have $907M invested in Global X US Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

328% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 25

37% more capital invested

Capital invested by funds: $663M → $907M (+$244M)

19% more funds holding

Funds holding: 151180 (+29)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.66% more ownership

Funds ownership: 44.66%46.32% (+1.7%)

Holders
180
Holders Change
+29
Holders Change %
+19.21%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
36
Increased
107
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$71.9M +$71.2M +2,763,087 New
Bank of America
2
Bank of America
North Carolina
$66.7M +$2.08M +80,890 +3%
Morgan Stanley
3
Morgan Stanley
New York
$49.4M -$797K -30,945 -2%
CSIA
4
Charles Schwab Investment Advisory
California
$45.3M +$3.07M +119,364 +7%
RA
5
Rational Advisors
New York
$41.3M +$21.3M +826,272 +110%
LPL Financial
6
LPL Financial
California
$31.4M +$7.37M +285,980 +31%
EVM
7
Eaton Vance Management
Massachusetts
$28.8M +$118K +4,600 +0.4%
AssetMark Inc
8
AssetMark Inc
California
$27.8M -$845K -32,820 -3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$27.6M
FMLI
10
Fukoku Mutual Life Insurance
Japan
$24.1M +$9.14M +355,000 +63%
APA
11
Allegiant Private Advisors
Florida
$24M +$10.2M +395,344 +76%
RWG
12
Ratio Wealth Group
Colorado
$21.4M +$3.01M +116,821 +17%
Lido Advisors
13
Lido Advisors
California
$21.3M +$6.33M +245,667 +43%
CI
14
Conning Inc
Connecticut
$20.3M +$20M +775,225 New
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$18.7M +$9.45M +366,987 +105%
BFS
16
Bard Financial Services
Connecticut
$17.3M +$916K +35,560 +6%
TPW
17
Tiller Private Wealth
Pennsylvania
$16.8M +$995K +38,634 +6%
UBS Group
18
UBS Group
Switzerland
$16.3M +$5.12M +198,670 +47%
HCIA
19
Hochman Cole Investment Advisors
Illinois
$14.1M +$2.83M +109,699 +26%
CFO
20
Collective Family Office
Pennsylvania
$12.4M +$1.87M +72,420 +18%
TLP
21
Trinity Legacy Partners
Texas
$11.3M +$1.92M +74,484 +21%
ACM
22
Advisors Capital Management
New Jersey
$10.6M +$1.26M +49,107 +14%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$10.1M +$461K +17,916 +5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$9.82M +$1.81M +70,282 +23%
CCC
25
Crescent Capital Consulting
Louisiana
$9.21M +$8.6M +333,856 +1,818%

PFFD Hedge Fund Activity: Q2 2021 in Review

180 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2021, worth a combined $907M — up 37% from $663M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFD positions and 6 closed out — a net gain of 30 holders — while 107 added to existing stakes and 25 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $71.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $13.7M.

  • 180 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2021, up from 151 in Q1 2021.
  • Funds reported $907M of Global X US Preferred ETF stock for Q2 2021, up 37% quarter-over-quarter.
  • 36 funds opened new Global X US Preferred ETF positions in Q2 2021 and 6 closed out, a net change of +30 holders.
  • The largest Global X US Preferred ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $71.2M added.
  • The largest Global X US Preferred ETF seller in Q2 2021 was Qube Research & Technologies (QRT), an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2021.