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Global X US Preferred ETF
PFFD

Overview Fund Activity

285 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, 119 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
-5
Holders Change %
-1.72%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
24
Increased
119
Reduced
96
Closed
24
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K

Top Buyers

1
GXJ
Global X Japan
Japan
+$8.86M
2
CFG
Compton Financial Group
Maryland
+$6.47M
3
Ameriprise
Ameriprise
Minnesota
+$4.46M
4
Bank of America
Bank of America
North Carolina
+$4.32M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.28M

Top Sellers

1
LPL Financial
LPL Financial
California
-$48.1M
2
AMG
Advisors Management Group
Wisconsin
-$19.5M
3
IAA
Independent Advisor Alliance
North Carolina
-$6.7M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$6.16M
5
IHWM
Iron Horse Wealth Management
Iowa
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$122M +$4.32M +227,075 +4%
LPL Financial
2
LPL Financial
California
$108M -$48.1M -2,526,057 -31%
Morgan Stanley
3
Morgan Stanley
New York
$82M -$694K -36,470 -0.8%
GXJ
4
Global X Japan
Japan
$60.4M +$8.86M +465,090 +17%
Wells Fargo
5
Wells Fargo
California
$44.7M -$1.06M -55,710 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$30.3M +$2.42M +127,025 +9%
Lido Advisors
7
Lido Advisors
California
$28.4M +$2.71M +142,302 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$27.3M +$2.73M +143,263 +11%
FSC
9
Full Sail Capital
Oklahoma
$27.2M +$1.12M +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 +$494K +25,961 +2%
RA
12
Rational Advisors
New York
$20.8M -$1.33M -69,815 -6%
Raymond James Financial
13
Raymond James Financial
Florida
$20.1M +$1.05M +54,974 +5%
Creative Planning
14
Creative Planning
Kansas
$19.6M +$497K +26,106 +3%
FAM
15
Flaharty Asset Management
Florida
$19.1M +$1.44M +75,673 +8%
TPW
16
Tiller Private Wealth
Pennsylvania
$18.4M +$667K +35,033 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$18.1M +$4.28M +224,650 +31%
FMLI
18
Fukoku Mutual Life Insurance
Japan
$17.5M – – –
UBS Group
19
UBS Group
Switzerland
$17.5M +$1.63M +85,661 +10%
AssetMark Inc
20
AssetMark Inc
California
$15.5M -$135K -7,109 -0.9%
Ameriprise
21
Ameriprise
Minnesota
$14.3M +$4.46M +234,493 +45%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13.7M +$700K +36,779 +5%
SPIA
23
Steward Partners Investment Advisory
New York
$11.5M +$854K +44,865 +8%
SEI Investments
24
SEI Investments
Pennsylvania
$11.1M +$1.8M +94,364 +19%
CI
25
Conning Inc
Connecticut
$11M – – –
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