PFFD icon

Global X US Preferred ETF
PFFD

Overview Fund Activity

290 hedge funds and large institutions have $1.21B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
290
Holders Change
+26
Holders Change %
+9.85%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
47
Increased
119
Reduced
78
Closed
16
Calls
$339K
Puts
$53K
Net Calls
+$286K
Net Calls Change
+$279K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$160M
2
Raymond James Financial
2
Raymond James Financial
Florida
$19.5M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
IAA
4
Independent Advisor Alliance
North Carolina
$6.7M
5
Lido Advisors
5
Lido Advisors
California
$26.5M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
OPAM
2
Ocean Park Asset Management
California
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$84.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$160M 8,201,933 +1,062,340 +15%
Bank of America
2
Bank of America
North Carolina
$121M 6,177,018 +804,185 +15%
Morgan Stanley
3
Morgan Stanley
New York
$84.7M 4,342,194 -273,384 -6%
GXJ
4
Global X Japan
Japan
$52.8M 2,708,021 +8,523 +0.3%
Wells Fargo
5
Wells Fargo
California
$46.9M 2,404,492 -50,526 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$28.6M 1,466,319 +274,237 +23%
FSC
7
Full Sail Capital
Oklahoma
$26.7M 1,368,171 +287,175 +27%
Lido Advisors
8
Lido Advisors
California
$26.5M 1,349,822 +299,503 +29%
SOWBOCOPL
9
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.2M 1,341,305 – –
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$25.4M 1,300,081 -2,282 -0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$25.2M 1,289,959 +87,661 +7%
RA
12
Rational Advisors
New York
$22.7M 1,163,762 -50,723 -4%
AMG
13
Advisors Management Group
Wisconsin
$20.4M 1,043,416 +37,626 +4%
Creative Planning
14
Creative Planning
Kansas
$19.6M 1,005,192 +59,822 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$19.5M 1,001,364 +1,001,364 New
TPW
16
Tiller Private Wealth
Pennsylvania
$18.2M 932,652 +37,550 +4%
FAM
17
Flaharty Asset Management
Florida
$18.1M 927,830 +739 +0.1%
FMLI
18
Fukoku Mutual Life Insurance
Japan
$17.9M 919,000 – –
UBS Group
19
UBS Group
Switzerland
$16.3M 832,941 +194,825 +31%
AssetMark Inc
20
AssetMark Inc
California
$16M 819,108 -294 -0%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$14.2M 728,485 +67,748 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13.3M 680,800 +29,385 +5%
CI
23
Conning Inc
Connecticut
$11.3M 580,200 – –
MWM
24
Modern Wealth Management
Kansas
$11.3M 578,218 +257,461 +80%
SPIA
25
Steward Partners Investment Advisory
New York
$10.9M 558,225 +7,767 +1%
1
2 3 4 5