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Global X US Preferred ETF
PFFD

Overview Fund Activity

251 hedge funds and large institutions have $1.17B invested in Global X US Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 76 reducing their positions, and 36 closing their positions.

Holders
251
Holders Change
-11
Holders Change %
-4.2%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
27
Increased
112
Reduced
76
Closed
36
Calls
$492K
Puts
$38K
Net Calls
+$454K
Net Calls Change
-$169K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$111M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.93M
3
QAM
3
Q3 Asset Management
Michigan
$5.73M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.66M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$412K
3
Bank of America
3
Bank of America
North Carolina
$89.9M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
RA
5
Rational Advisors
New York
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$111M 5,529,810 +943,406 +21%
Wells Fargo
2
Wells Fargo
California
$111M 5,482,032 -127,659 -2%
Morgan Stanley
3
Morgan Stanley
New York
$95.5M 4,739,069 -2,994,249 -39%
Bank of America
4
Bank of America
North Carolina
$89.9M 4,457,635 -1,162,585 -21%
GXJ
5
Global X Japan
Japan
$41M 2,098,350 – –
OWM
6
Orgel Wealth Management
Wisconsin
$37.4M 1,854,415 +96,209 +5%
RA
7
Rational Advisors
New York
$31.3M 1,550,666 -690,614 -31%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$28.4M 1,407,946 -8,457 -0.6%
SOWBOCOPL
9
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27M 1,341,305 – –
RWG
10
Ratio Wealth Group
Colorado
$25M 1,240,179 +67,381 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$21.2M 1,051,552 +51,012 +5%
Lido Advisors
12
Lido Advisors
California
$20.8M 1,030,938 +44,769 +5%
FSC
13
Full Sail Capital
Oklahoma
$19.8M 982,521 +65,711 +7%
AssetMark Inc
14
AssetMark Inc
California
$19.4M 963,707 +94,861 +11%
FAM
15
Flaharty Asset Management
Florida
$19.1M 948,207 -339,733 -26%
Creative Planning
16
Creative Planning
Kansas
$19.1M 947,793 +92,948 +11%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$18.5M 919,000 – –
UBS Group
18
UBS Group
Switzerland
$17.3M 858,077 +66,924 +8%
TPW
19
Tiller Private Wealth
Pennsylvania
$17M 841,930 +35,978 +4%
KBFS
20
Kohmann Bosshard Financial Services
Ohio
$16M 791,400 -171,478 -18%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$15.8M 784,754 +278,198 +55%
AMG
22
Advisors Management Group
Wisconsin
$14.1M 697,833 +17,615 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.7M 679,098 +92,092 +16%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$13M 645,886 +4,861 +0.8%
CI
25
Conning Inc
Connecticut
$11.7M 580,200 – –
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