Global X US Preferred ETF
PFFD
223 hedge funds and large institutions have $964M invested in Global X US Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 77 reducing their positions, and 31 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 77
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
2.71% less ownership
Funds ownership: 45.25% → 42.53% (-2.7%)
3% less funds holding
Funds holding: 230 → 223 (-7)
17% less capital invested
Capital invested by funds: $1.16B → $964M (-$195M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSNBOA
Old Second National Bank of Aurora
Aurora,
Illinois
|
+$17.7M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
+$16.5M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.29M |
| 4 |
EFS
Econ Financial Services
Harrisburg,
Pennsylvania
|
+$8.4M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$7.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$58.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$27.5M |
| 3 |
Morgan Stanley
New York
|
-$19M |
| 4 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$13.9M |
| 5 |
LPL Financial
San Diego,
California
|
-$13.1M |
PFFD Hedge Fund Activity: Q1 2022 in Review
223 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2022, worth a combined $964M — down 17% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new PFFD positions and 31 closed out — a net gain of 1 holder — while 94 added to existing stakes and 77 trimmed.
The largest buyer was Old Second National Bank of Aurora, opening a new position worth an estimated $17.7M. The largest seller was Brookstone Capital Management, cutting an estimated $58.6M.
- 223 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2022, down from 230 in Q4 2021.
- Funds reported $964M of Global X US Preferred ETF stock for Q1 2022, down 17% quarter-over-quarter.
- 32 funds opened new Global X US Preferred ETF positions in Q1 2022 and 31 closed out, a net change of +1 holder.
- The largest Global X US Preferred ETF buyer in Q1 2022 was Old Second National Bank of Aurora, an estimated $17.7M added.
- The largest Global X US Preferred ETF seller in Q1 2022 was Brookstone Capital Management, an estimated $58.6M sold.
Based on aggregated 13F filings for Q1 2022.