Global X US Preferred ETF
PFFD
293 hedge funds and large institutions have $1.22B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 79 reducing their positions, and 17 closing their positions.
540% more call options, than puts
Call options by funds: $339K | Put options by funds: $53K
182% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 17
52% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 79
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more funds holding
Funds holding: 267 → 293 (+26)
2.35% more ownership
Funds ownership: 49.56% → 51.91% (+2.3%)
2% less capital invested
Capital invested by funds: $1.24B → $1.22B (-$29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.4M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$6.99M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$6.1M |
| 5 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$46.4M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$20.3M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$7.34M |
| 4 |
Morgan Stanley
New York
|
-$5.57M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.98M |
PFFD Hedge Fund Activity: Q4 2024 in Review
293 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q4 2024, worth a combined $1.22B — down 2.3% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new PFFD positions and 17 closed out — a net gain of 31 holders — while 120 added to existing stakes and 79 trimmed.
The largest buyer was LPL Financial, adding an estimated $21.6M. The largest seller was Orgel Wealth Management, exiting entirely with an estimated $46.4M sold.
- 293 institutional investors held Global X US Preferred ETF (PFFD) as of Q4 2024, up from 267 in Q3 2024.
- Funds reported $1.22B of Global X US Preferred ETF stock for Q4 2024, down 2.3% quarter-over-quarter.
- 48 funds opened new Global X US Preferred ETF positions in Q4 2024 and 17 closed out, a net change of +31 holders.
- The largest Global X US Preferred ETF buyer in Q4 2024 was LPL Financial, an estimated $21.6M added.
- The largest Global X US Preferred ETF seller in Q4 2024 was Orgel Wealth Management, an estimated $46.4M sold.
Based on aggregated 13F filings for Q4 2024.