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Global X US Preferred ETF

259 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, 111 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more call options, than puts

Call options by funds: $403K | Put options by funds: $26K

42% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 78

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

2% more funds holding

Funds holding: 255259 (+4)

0.1% less ownership

Funds ownership: 48.66%48.56% (-0.1%)

4% less capital invested

Capital invested by funds: $1.17B → $1.12B (-$46.8M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.74%
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
111
Reduced
78
Closed
22
Calls
$403K
Puts
$26K
Net Calls
+$377K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$122M +$12.9M +659,248 +12%
Bank of America
2
Bank of America
North Carolina
$103M +$14.8M +753,030 +17%
Morgan Stanley
3
Morgan Stanley
New York
$94.5M +$1.28M +65,034 +1%
Wells Fargo
4
Wells Fargo
California
$50.1M -$57.6M -2,936,344 -54%
GXJ
5
Global X Japan
Japan
$47.8M +$6.47M +329,680 +16%
OWM
6
Orgel Wealth Management
Wisconsin
$40.1M +$3.6M +183,307 +10%
RA
7
Rational Advisors
New York
$29.2M -$1.26M -64,414 -4%
SOWBOCOPL
8
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.4M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$26.2M -$1.53M -77,868 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.2M +$2.52M +128,462 +12%
FSC
11
Full Sail Capital
Oklahoma
$20.9M +$1.52M +77,267 +8%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$20.7M +$5.23M +266,559 +34%
AMG
13
Advisors Management Group
Wisconsin
$19.4M +$5.65M +287,689 +41%
Lido Advisors
14
Lido Advisors
California
$19.3M -$967K -49,262 -5%
FAM
15
Flaharty Asset Management
Florida
$18.8M +$117K +5,940 +0.6%
Creative Planning
16
Creative Planning
Kansas
$18.3M -$304K -15,478 -2%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$18.1M
UBS Group
18
UBS Group
Switzerland
$17.6M +$715K +36,420 +4%
TPW
19
Tiller Private Wealth
Pennsylvania
$17.1M +$569K +29,002 +3%
AssetMark Inc
20
AssetMark Inc
California
$16.7M -$2.26M -115,404 -12%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$16.3M +$6.54M +333,184 +68%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14.8M +$1.45M +73,849 +11%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$13.2M +$515K +26,238 +4%
CI
24
Conning Inc
Connecticut
$11.4M
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$11M +$2.55M +129,798 +30%

PFFD Hedge Fund Activity: Q2 2024 in Review

259 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2024, worth a combined $1.12B — down 4% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PFFD positions and 22 closed out — a net gain of 9 holders — while 111 added to existing stakes and 78 trimmed.

The largest buyer was Bank of America, adding an estimated $14.8M. The largest seller was Wells Fargo, cutting an estimated $57.6M.

  • 259 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2024, up from 255 in Q1 2024.
  • Funds reported $1.12B of Global X US Preferred ETF stock for Q2 2024, down 4% quarter-over-quarter.
  • 31 funds opened new Global X US Preferred ETF positions in Q2 2024 and 22 closed out, a net change of +9 holders.
  • The largest Global X US Preferred ETF buyer in Q2 2024 was Bank of America, an estimated $14.8M added.
  • The largest Global X US Preferred ETF seller in Q2 2024 was Wells Fargo, an estimated $57.6M sold.

Based on aggregated 13F filings for Q2 2024.