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Global X US Preferred ETF

288 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $910K | Put options by funds: $394K

26% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 96

0.01% more ownership

Funds ownership: 51.91%51.93% (+0.01%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.22B → $1.16B (-$54.1M)

2% less funds holding

Funds holding: 293288 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
24
Increased
121
Reduced
96
Closed
25
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$122M +$4.46M +227,075 +4%
LPL Financial
2
LPL Financial
California
$108M -$49.6M -2,526,057 -31%
Morgan Stanley
3
Morgan Stanley
New York
$82M -$716K -36,470 -0.8%
GXJ
4
Global X Japan
Japan
$60.4M +$9.13M +465,090 +17%
Wells Fargo
5
Wells Fargo
California
$44.7M -$1.09M -55,710 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$30.3M +$2.49M +127,025 +9%
Lido Advisors
7
Lido Advisors
California
$28.4M +$2.79M +142,302 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$27.3M +$2.81M +143,263 +11%
FSC
9
Full Sail Capital
Oklahoma
$27.2M +$1.15M +58,695 +4%
SOWBOCOPL
10
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$25.5M
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$25.2M +$510K +25,961 +2%
RA
12
Rational Advisors
New York
$20.8M -$1.37M -69,815 -6%
Raymond James Financial
13
Raymond James Financial
Florida
$20.1M +$1.08M +54,974 +5%
Creative Planning
14
Creative Planning
Kansas
$19.6M +$513K +26,106 +3%
FAM
15
Flaharty Asset Management
Florida
$19.1M +$1.49M +75,673 +8%
TPW
16
Tiller Private Wealth
Pennsylvania
$18.4M +$688K +35,033 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$18.1M +$4.41M +224,650 +31%
FMLI
18
Fukoku Mutual Life Insurance
Japan
$17.5M
UBS Group
19
UBS Group
Switzerland
$17.5M +$1.68M +85,661 +10%
AssetMark Inc
20
AssetMark Inc
California
$15.5M -$140K -7,109 -0.9%
Ameriprise
21
Ameriprise
Minnesota
$14.3M +$4.6M +234,493 +45%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13.7M +$722K +36,779 +5%
SPIA
23
Steward Partners Investment Advisory
New York
$11.5M +$881K +44,865 +8%
SEI Investments
24
SEI Investments
Pennsylvania
$11.1M +$1.85M +94,364 +19%
CI
25
Conning Inc
Connecticut
$11M

PFFD Hedge Fund Activity: Q1 2025 in Review

288 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q1 2025, worth a combined $1.16B — down 4.5% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PFFD and 24 opened new positions — a net loss of 1 holder — while 96 trimmed existing stakes and 121 added.

The largest buyer was Global X Japan, adding an estimated $9.13M. The largest seller was LPL Financial, cutting an estimated $49.6M.

  • 288 institutional investors held Global X US Preferred ETF (PFFD) as of Q1 2025, down from 293 in Q4 2024.
  • Funds reported $1.16B of Global X US Preferred ETF stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 24 funds opened new Global X US Preferred ETF positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest Global X US Preferred ETF buyer in Q1 2025 was Global X Japan, an estimated $9.13M added.
  • The largest Global X US Preferred ETF seller in Q1 2025 was LPL Financial, an estimated $49.6M sold.

Based on aggregated 13F filings for Q1 2025.