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Global X US Preferred ETF
PFFD

Overview Fund Activity

236 hedge funds and large institutions have $1.06B invested in Global X US Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 19 closing their positions.

Holders
236
Holders Change
+15
Holders Change %
+6.79%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
36
Increased
92
Reduced
73
Closed
19
Calls
$307K
Puts
$71K
Net Calls
+$236K
Net Calls Change
-$208K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$77M
2
Creative Planning
2
Creative Planning
Kansas
$15.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.62M
4
FGAM
4
Financial Gravity Asset Management
Texas
$3.25M
5
AIP
5
Ameritas Investment Partners
Nebraska
$5.45M

Top Sellers

1
BFS
1
Bard Financial Services
Connecticut
$0
2
Lido Advisors
2
Lido Advisors
California
$24.4M
3
Wells Fargo
3
Wells Fargo
California
$110M
4
TYCC
4
Texas Yale Capital Corp
Florida
$969K
5
RA
5
Rational Advisors
New York
$39.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$110M 5,858,803 -192,885 -3%
OWM
2
Orgel Wealth Management
Wisconsin
$87.9M 4,672,018 +32,941 +0.7%
Bank of America
3
Bank of America
North Carolina
$77M 4,095,657 +1,525,099 +59%
Morgan Stanley
4
Morgan Stanley
New York
$66M 3,509,541 -2,016 -0.1%
CSIA
5
Charles Schwab Investment Advisory
California
$46.4M 2,466,313 +79,365 +3%
RA
6
Rational Advisors
New York
$39.7M 2,111,420 -115,241 -5%
FAM
7
Flaharty Asset Management
Florida
$34.1M 1,815,200 +88,561 +5%
LPL Financial
8
LPL Financial
California
$28.6M 1,518,728 +137,982 +10%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$28.2M 1,499,101 +55,123 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$26.9M 1,428,292 +102,134 +8%
SOWBOCOPL
11
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$25.2M 1,341,305 – –
Lido Advisors
12
Lido Advisors
California
$24.4M 1,296,184 -231,927 -15%
RWG
13
Ratio Wealth Group
Colorado
$19.6M 1,041,773 -10,325 -1%
KBFS
14
Kohmann Bosshard Financial Services
Ohio
$18.2M 967,042 +30,639 +3%
FMLI
15
Fukoku Mutual Life Insurance
Japan
$17.3M 919,000 – –
AssetMark Inc
16
AssetMark Inc
California
$16.7M 889,936 -3,788 -0.4%
TPW
17
Tiller Private Wealth
Pennsylvania
$15.7M 835,502 +25,743 +3%
Creative Planning
18
Creative Planning
Kansas
$15.1M 802,871 +316,438 +65%
UBS Group
19
UBS Group
Switzerland
$14.5M 772,441 +20,649 +3%
FSC
20
Full Sail Capital
Oklahoma
$14.4M 767,526 +64,773 +9%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$13.1M 699,000 -100,000 -13%
AMG
22
Advisors Management Group
Wisconsin
$12.8M 681,539 +8,754 +1%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$12.8M 678,776 +41,128 +6%
CI
24
Conning Inc
Connecticut
$10.9M 580,200 – –
Mariner
25
Mariner
Kansas
$10.8M 572,307 -19,554 -3%
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