Global X US Preferred ETF
PFFD
268 hedge funds and large institutions have $1.25B invested in Global X US Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 126 increasing their positions, 77 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
64% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 77
19% more call options, than puts
Call options by funds: $44K | Put options by funds: $37K
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more capital invested
Capital invested by funds: $1.13B → $1.25B (+$122M)
3% more funds holding
Funds holding: 260 → 268 (+8)
1.01% more ownership
Funds ownership: 48.68% → 49.69% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$19.1M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$9.51M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.22M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$6.83M |
| 5 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$6.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$6.64M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
-$5.47M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.16M |
| 4 |
Morgan Stanley
New York
|
-$3.79M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.43M |
PFFD Hedge Fund Activity: Q3 2024 in Review
268 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2024, worth a combined $1.25B — up 11% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PFFD positions and 15 closed out — a net gain of 12 holders — while 126 added to existing stakes and 77 trimmed.
The largest buyer was LPL Financial, adding an estimated $19.1M. The largest seller was ING Group, exiting entirely with an estimated $6.64M sold.
- 268 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2024, up from 260 in Q2 2024.
- Funds reported $1.25B of Global X US Preferred ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 27 funds opened new Global X US Preferred ETF positions in Q3 2024 and 15 closed out, a net change of +12 holders.
- The largest Global X US Preferred ETF buyer in Q3 2024 was LPL Financial, an estimated $19.1M added.
- The largest Global X US Preferred ETF seller in Q3 2024 was ING Group, an estimated $6.64M sold.
Based on aggregated 13F filings for Q3 2024.