PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

207 hedge funds and large institutions have $842M invested in Global X US Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 87 reducing their positions, and 29 closing their positions.

Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.22%
New
23
Increased
76
Reduced
87
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$123M
2
Jane Street
2
Jane Street
New York
$9.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.7M
4
RA
4
Rational Advisors
New York
$49.7M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$4.63M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$22.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$25.3M
3
MAM
3
Madison Asset Management
Wisconsin
$0
4
MCM
4
MAI Capital Management
Ohio
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$123M 5,998,585 +5,998,585 New
Bank of America
2
Bank of America
North Carolina
$55.2M 2,689,236 -215,306 -7%
RA
3
Rational Advisors
New York
$49.7M 2,422,220 +259,284 +12%
Morgan Stanley
4
Morgan Stanley
New York
$46.7M 2,276,440 +325,795 +17%
CSIA
5
Charles Schwab Investment Advisory
California
$43.4M 2,118,080 +36,455 +2%
Lido Advisors
6
Lido Advisors
California
$28.4M 1,386,280 +8,610 +0.6%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$25.3M 1,231,088 -953,143 -44%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23.4M 1,141,702 -75,273 -6%
EVM
9
Eaton Vance Management
Massachusetts
$22.7M 1,107,201 -1,993,909 -64%
LPL Financial
10
LPL Financial
California
$22.4M 1,093,426 +63,251 +6%
RWG
11
Ratio Wealth Group
Colorado
$21M 1,024,821 -212,983 -17%
AssetMark Inc
12
AssetMark Inc
California
$20.3M 987,320 -83,775 -8%
FMLI
13
Fukoku Mutual Life Insurance
Japan
$18.8M 919,000 – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.4M 850,000 -50,000 -6%
CI
15
Conning Inc
Connecticut
$15.9M 775,225 – –
UBS Group
16
UBS Group
Switzerland
$15.4M 751,193 +53,482 +8%
KBFS
17
Kohmann Bosshard Financial Services
Ohio
$13.4M 654,493 +29,540 +5%
FSC
18
Full Sail Capital
Oklahoma
$10.4M 509,157 +32,102 +7%
Jane Street
19
Jane Street
New York
$9.35M 455,662 +455,662 New
Mariner
20
Mariner
Kansas
$9.29M 452,937 -8,669 -2%
TLP
21
Trinity Legacy Partners
Texas
$8.42M 410,428 -93,772 -19%
CFO
22
Collective Family Office
Pennsylvania
$8.18M 398,761 +3,159 +0.8%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$7.81M 380,864 +8,822 +2%
SCI
24
Stableford Capital II
Arizona
$7.4M 385,691 -728 -0.2%
OSNBOA
25
Old Second National Bank of Aurora
Illinois
$7.02M 342,175 +5,282 +2%
1
2 3 4 5