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Global X US Preferred ETF
PFFD

Overview Fund Activity

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.

Holders
180
Holders Change
+29
Holders Change %
+19.21%
% of All Funds
3.14%
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
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$71.9M
2
RA
2
Rational Advisors
New York
$41.3M
3
CI
3
Conning Inc
Connecticut
$20.3M
4
APA
4
Allegiant Private Advisors
Florida
$24M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$18.7M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$1.78M
2
RJA
2
Raymond James & Associates
Florida
$5.62M
3
GG
3
Golden Green
South Carolina
$0
4
AssetMark Inc
4
AssetMark Inc
California
$27.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$49.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$71.9M 2,763,087 +2,763,087 New
Bank of America
2
Bank of America
North Carolina
$66.7M 2,550,433 +80,890 +3%
Morgan Stanley
3
Morgan Stanley
New York
$49.4M 1,888,407 -30,945 -2%
CSIA
4
Charles Schwab Investment Advisory
California
$45.3M 1,729,227 +119,364 +7%
RA
5
Rational Advisors
New York
$41.3M 1,579,388 +826,272 +110%
LPL Financial
6
LPL Financial
California
$31.4M 1,200,803 +285,980 +31%
EVM
7
Eaton Vance Management
Massachusetts
$28.8M 1,100,300 +4,600 +0.4%
AssetMark Inc
8
AssetMark Inc
California
$27.8M 1,061,915 -32,820 -3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$27.6M 1,055,897 – –
FMLI
10
Fukoku Mutual Life Insurance
Japan
$24.1M 919,000 +355,000 +63%
APA
11
Allegiant Private Advisors
Florida
$24M 917,374 +395,344 +76%
RWG
12
Ratio Wealth Group
Colorado
$21.4M 816,919 +116,821 +17%
Lido Advisors
13
Lido Advisors
California
$21.3M 812,832 +245,667 +43%
CI
14
Conning Inc
Connecticut
$20.3M 775,225 +775,225 New
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$18.7M 715,343 +366,987 +105%
BFS
16
Bard Financial Services
Connecticut
$17.3M 660,947 +35,560 +6%
TPW
17
Tiller Private Wealth
Pennsylvania
$16.8M 641,940 +38,634 +6%
UBS Group
18
UBS Group
Switzerland
$16.3M 622,377 +198,670 +47%
HCIA
19
Hochman Cole Investment Advisors
Illinois
$14.1M 539,856 +109,699 +26%
CFO
20
Collective Family Office
Pennsylvania
$12.4M 475,166 +72,420 +18%
TLP
21
Trinity Legacy Partners
Texas
$11.3M 435,694 +74,484 +21%
ACM
22
Advisors Capital Management
New Jersey
$10.6M 405,151 +49,107 +14%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$10.1M 386,486 +17,916 +5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$9.82M 375,351 +70,282 +23%
CCC
25
Crescent Capital Consulting
Louisiana
$9.21M 352,221 +333,856 +1,818%
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