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Global X US Preferred ETF
PFFD

Overview Fund Activity

264 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
3.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
124
Reduced
75
Closed
14
Calls
$44K
Puts
$37K
Net Calls
+$7K
Net Calls Change
-$370K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$148M
2
OPAM
2
Ocean Park Asset Management
California
$20.3M
3
Ameriprise
3
Ameriprise
Minnesota
$10.3M
4
RSWM
4
Robertson Stephens Wealth Management
California
$7.05M
5
MWM
5
Modern Wealth Management
Kansas
$6.67M

Top Sellers

1
IG
1
ING Group
Netherlands
$0
2
RA
2
Rational Advisors
New York
$25.2M
3
UBS Group
3
UBS Group
Switzerland
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$95.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$148M 7,139,593 +950,535 +15%
Bank of America
2
Bank of America
North Carolina
$112M 5,372,833 +162,168 +3%
Morgan Stanley
3
Morgan Stanley
New York
$95.9M 4,615,578 -188,525 -4%
GXJ
4
Global X Japan
Japan
$56.1M 2,699,498 +271,468 +11%
Wells Fargo
5
Wells Fargo
California
$51M 2,455,018 -90,670 -4%
OWM
6
Orgel Wealth Management
Wisconsin
$46.4M 2,233,236 +195,514 +10%
SOWBOCOPL
7
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.9M 1,341,305 – –
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$27.1M 1,302,363 -27,715 -2%
RA
9
Rational Advisors
New York
$25.2M 1,214,485 -271,767 -18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$25M 1,202,298 +22,284 +2%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$24.8M 1,192,082 +140,769 +13%
FSC
12
Full Sail Capital
Oklahoma
$22.5M 1,080,996 +21,208 +2%
Lido Advisors
13
Lido Advisors
California
$21.8M 1,050,319 +68,643 +7%
AMG
14
Advisors Management Group
Wisconsin
$20.9M 1,005,790 +20,268 +2%
OPAM
15
Ocean Park Asset Management
California
$20.3M 978,700 +472,500 +93%
Creative Planning
16
Creative Planning
Kansas
$19.6M 945,370 +13,055 +1%
FAM
17
Flaharty Asset Management
Florida
$19.3M 927,091 -27,056 -3%
FMLI
18
Fukoku Mutual Life Insurance
Japan
$19.1M 919,000 – –
TPW
19
Tiller Private Wealth
Pennsylvania
$18.6M 895,102 +24,170 +3%
AssetMark Inc
20
AssetMark Inc
California
$17M 819,402 -28,901 -3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$15.3M 736,177 +64,053 +10%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$14.7M 705,174 -120,744 -15%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13.7M 660,737 +101,515 +18%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.5M 651,415 -101,532 -13%
UBS Group
25
UBS Group
Switzerland
$13.3M 638,116 -256,381 -29%
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