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Global X US Preferred ETF
PFFD

Overview Fund Activity

254 hedge funds and large institutions have $1.12B invested in Global X US Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 110 increasing their positions, 76 reducing their positions, and 22 closing their positions.

Holders
254
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
110
Reduced
76
Closed
22
Calls
$403K
Puts
$26K
Net Calls
+$377K
Net Calls Change
-$77K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$103M
2
LPL Financial
2
LPL Financial
California
$122M
3
OPAM
3
Ocean Park Asset Management
California
$9.96M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$6.86M
5
IG
5
ING Group
Netherlands
$6.64M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$50.1M
2
KBFS
2
Kohmann Bosshard Financial Services
Ohio
$2.83M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$323K
4
Mariner
4
Mariner
Kansas
$4.17M
5
AIP
5
Ameritas Investment Partners
Nebraska
$11.4K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$122M 6,189,058 +659,248 +12%
Bank of America
2
Bank of America
North Carolina
$103M 5,210,665 +753,030 +17%
Morgan Stanley
3
Morgan Stanley
New York
$94.5M 4,804,103 +65,034 +1%
Wells Fargo
4
Wells Fargo
California
$50.1M 2,545,688 -2,936,344 -54%
GXJ
5
Global X Japan
Japan
$47.8M 2,428,030 +329,680 +16%
OWM
6
Orgel Wealth Management
Wisconsin
$40.1M 2,037,722 +183,307 +10%
RA
7
Rational Advisors
New York
$29.2M 1,486,252 -64,414 -4%
SOWBOCOPL
8
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.4M 1,341,305 – –
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$26.2M 1,330,078 -77,868 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.2M 1,180,014 +128,462 +12%
FSC
11
Full Sail Capital
Oklahoma
$20.9M 1,059,788 +77,267 +8%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$20.7M 1,051,313 +266,559 +34%
AMG
13
Advisors Management Group
Wisconsin
$19.4M 985,522 +287,689 +41%
Lido Advisors
14
Lido Advisors
California
$19.3M 981,676 -49,262 -5%
FAM
15
Flaharty Asset Management
Florida
$18.8M 954,147 +5,940 +0.6%
Creative Planning
16
Creative Planning
Kansas
$18.3M 932,315 -15,478 -2%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$18.1M 919,000 – –
UBS Group
18
UBS Group
Switzerland
$17.6M 894,497 +36,420 +4%
TPW
19
Tiller Private Wealth
Pennsylvania
$17.1M 870,932 +29,002 +3%
AssetMark Inc
20
AssetMark Inc
California
$16.7M 848,303 -115,404 -12%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$16.3M 825,918 +333,184 +68%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14.8M 752,947 +73,849 +11%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$13.2M 672,124 +26,238 +4%
CI
24
Conning Inc
Connecticut
$11.4M 580,200 – –
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$11M 559,222 +129,798 +30%
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