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Global X US Preferred ETF
PFFD

Overview Fund Activity

224 hedge funds and large institutions have $985M invested in Global X US Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 27 closing their positions.

Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
38
Increased
97
Reduced
66
Closed
27
Calls
$1.06M
Puts
$270K
Net Calls
+$793K
Net Calls Change
+$526K

Top Buyers

1
SOWBOCOPL
1
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.3M
2
AMG
2
Advisors Management Group
Wisconsin
$13.3M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$14M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$11.2M
5
DK
5
David Kennon
Florida
$6.88M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$88.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$115M 5,808,805 -58,929 -1%
OWM
2
Orgel Wealth Management
Wisconsin
$88.6M 4,460,307 -2,300,090 -34%
Morgan Stanley
3
Morgan Stanley
New York
$65.9M 3,317,863 +77,280 +2%
Bank of America
4
Bank of America
North Carolina
$45.6M 2,295,174 -549,238 -19%
CSIA
5
Charles Schwab Investment Advisory
California
$44.4M 2,234,539 +136,970 +7%
RA
6
Rational Advisors
New York
$41M 2,064,428 +99,832 +5%
FAM
7
Flaharty Asset Management
Florida
$33.1M 1,669,163 +82,433 +5%
Lido Advisors
8
Lido Advisors
California
$32M 1,610,545 +128,232 +9%
LPL Financial
9
LPL Financial
California
$27.3M 1,376,887 +151,538 +12%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$27M 1,358,237 +117,227 +9%
SOWBOCOPL
11
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.3M 1,325,605 +1,325,605 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$22.6M 1,140,338 +65,105 +6%
FMLI
13
Fukoku Mutual Life Insurance
Japan
$18.3M 919,000 – –
AssetMark Inc
14
AssetMark Inc
California
$18.1M 913,047 -18,794 -2%
UBS Group
15
UBS Group
Switzerland
$15.2M 764,480 -93,364 -11%
KBFS
16
Kohmann Bosshard Financial Services
Ohio
$14.8M 732,961 +40,892 +6%
Toronto Dominion Bank
17
Toronto Dominion Bank
Ontario, Canada
$14M 704,000 +594,000 +540%
AMG
18
Advisors Management Group
Wisconsin
$13.3M 667,150 +667,150 New
TPW
19
Tiller Private Wealth
Pennsylvania
$12.9M 648,587 +96,080 +17%
FSC
20
Full Sail Capital
Oklahoma
$12.4M 622,217 +32,809 +6%
CI
21
Conning Inc
Connecticut
$11.5M 580,200 – –
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$11.2M 562,388 +562,388 New
Mariner
23
Mariner
Kansas
$9.71M 489,047 +5,714 +1%
BFS
24
Bard Financial Services
Connecticut
$8.76M 441,325 +213,125 +93%
CFO
25
Collective Family Office
Pennsylvania
$8.11M 408,550 +49,916 +14%
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