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Global X US Preferred ETF
PFFD

Overview Fund Activity

221 hedge funds and large institutions have $1.04B invested in Global X US Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
28
Increased
101
Reduced
70
Closed
30
Calls
$461K
Puts
$17K
Net Calls
+$444K
Net Calls Change
-$349K

Top Buyers

1
RWG
1
Ratio Wealth Group
Colorado
$20.4M
2
KW
2
KWB Wealth
California
$8.83M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.74M
4
Bank of America
4
Bank of America
North Carolina
$49.8M
5
Wells Fargo
5
Wells Fargo
California
$117M

Top Sellers

1
MIM
1
Morningstar Investment Management
Illinois
$0
2
ST
2
Sageworth Trust
Pennsylvania
$0
3
MFG
3
Merit Financial Group
Georgia
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$1.37M
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$117M 6,051,688 +242,883 +4%
OWM
2
Orgel Wealth Management
Wisconsin
$90M 4,639,077 +178,770 +4%
Morgan Stanley
3
Morgan Stanley
New York
$68.1M 3,511,557 +193,694 +6%
Bank of America
4
Bank of America
North Carolina
$49.8M 2,570,558 +275,384 +12%
CSIA
5
Charles Schwab Investment Advisory
California
$46.3M 2,386,948 +152,409 +7%
RA
6
Rational Advisors
New York
$43.2M 2,226,661 +162,233 +8%
FAM
7
Flaharty Asset Management
Florida
$33.5M 1,726,639 +57,476 +3%
Lido Advisors
8
Lido Advisors
California
$29.6M 1,528,111 -82,434 -5%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$28M 1,443,978 +85,741 +6%
LPL Financial
10
LPL Financial
California
$26.8M 1,380,746 +3,859 +0.3%
SOWBOCOPL
11
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26M 1,341,305 +15,700 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$25.7M 1,326,158 +185,820 +16%
RWG
13
Ratio Wealth Group
Colorado
$20.4M 1,052,098 +1,052,098 New
KBFS
14
Kohmann Bosshard Financial Services
Ohio
$18.2M 936,403 +203,442 +28%
FMLI
15
Fukoku Mutual Life Insurance
Japan
$17.8M 919,000 – –
AssetMark Inc
16
AssetMark Inc
California
$17.3M 893,724 -19,323 -2%
TPW
17
Tiller Private Wealth
Pennsylvania
$15.7M 809,759 +161,172 +25%
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$15.5M 799,000 +95,000 +13%
UBS Group
19
UBS Group
Switzerland
$14.6M 751,792 -12,688 -2%
FSC
20
Full Sail Capital
Oklahoma
$13.6M 702,753 +80,536 +13%
AMG
21
Advisors Management Group
Wisconsin
$13M 672,785 +5,635 +0.8%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$12.4M 637,648 +75,260 +13%
Mariner
23
Mariner
Kansas
$11.5M 591,861 +102,814 +21%
CI
24
Conning Inc
Connecticut
$11.3M 580,200 – –
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$9.67M 498,727 +193,747 +64%
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