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Global X US Preferred ETF
PFFD

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Global X US Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 25 closing their positions.

Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
3.53%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
42
Increased
83
Reduced
74
Closed
25
Calls
$279K
Puts
$12K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$459M
2
Wells Fargo
2
Wells Fargo
California
$114M
3
FAM
3
Flaharty Asset Management
Florida
$30.7M
4
Cohen & Steers
4
Cohen & Steers
New York
$23.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.8M

Top Sellers

1
RA
1
Rational Advisors
New York
$38.1M
2
SCI
2
Stableford Capital II
Arizona
$212K
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$20.6K
4
CI
4
Conning Inc
Connecticut
$11.2M
5
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$459M 5,469 +5,469 New
OWM
2
Orgel Wealth Management
Wisconsin
$131M 6,760,397 +761,812 +13%
Wells Fargo
3
Wells Fargo
California
$114M 5,867,734 +5,862,664 +115,634%
Morgan Stanley
4
Morgan Stanley
New York
$62.8M 3,240,583 +964,143 +42%
Bank of America
5
Bank of America
North Carolina
$55.1M 2,844,412 +155,176 +6%
CSIA
6
Charles Schwab Investment Advisory
California
$40.6M 2,097,569 -20,511 -1%
RA
7
Rational Advisors
New York
$38.1M 1,964,596 -457,624 -19%
FAM
8
Flaharty Asset Management
Florida
$30.7M 1,586,730 +1,586,730 New
Lido Advisors
9
Lido Advisors
California
$28.7M 1,482,313 +96,033 +7%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$24M 1,241,010 +9,922 +0.8%
LPL Financial
11
LPL Financial
California
$23.7M 1,225,349 +131,923 +12%
Cohen & Steers
12
Cohen & Steers
New York
$23.2M 1,199,705 +1,199,705 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.8M 1,075,233 -66,469 -6%
AssetMark Inc
14
AssetMark Inc
California
$18M 931,841 -55,479 -6%
FMLI
15
Fukoku Mutual Life Insurance
Japan
$17.8M 919,000 – –
RWG
16
Ratio Wealth Group
Colorado
$17.2M 887,936 -136,885 -13%
UBS Group
17
UBS Group
Switzerland
$16.6M 857,844 +106,651 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.5M 750,000 -100,000 -12%
Jane Street
19
Jane Street
New York
$13.7M 706,289 +250,627 +55%
KBFS
20
Kohmann Bosshard Financial Services
Ohio
$13.4M 692,069 +37,576 +6%
FSC
21
Full Sail Capital
Oklahoma
$11.4M 589,408 +80,251 +16%
CI
22
Conning Inc
Connecticut
$11.2M 580,200 -195,025 -25%
TPW
23
Tiller Private Wealth
Pennsylvania
$10.7M 552,507 +266,708 +93%
Mariner
24
Mariner
Kansas
$9.36M 483,333 +30,396 +7%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$7.56M 390,156 +9,292 +2%
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