Global X US Preferred ETF
PFFD
289 hedge funds and large institutions have $1.26B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 29 closing their positions.
78% more capital inflows, than outflows
Capital inflows: $250M | Capital outflows: $140M
3.47% more ownership
Funds ownership: 52.08% → 55.55% (+3.5%)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
1% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 103
0% more funds holding
Funds holding: 289 → 289 (0)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Orgel Wealth Management
Altoona,
Wisconsin
|
+$130M |
| 2 |
New York Life Investment Management
New York
|
+$29.3M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$9.11M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.5M |
| 5 |
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$29.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$28M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$13.8M |
| 4 |
Modern Wealth Management
Lenexa,
Kansas
|
-$10.2M |
| 5 |
KWB Wealth
Redlands,
California
|
-$6.9M |
PFFD Hedge Fund Activity: Q2 2025 in Review
289 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q2 2025, worth a combined $1.26B — up 8.1% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PFFD positions and 29 closed out — a net gain of 2 holders — while 104 added to existing stakes and 103 trimmed.
The largest buyer was Orgel Wealth Management, opening a new position worth an estimated $130M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $29.1M.
- 289 institutional investors held Global X US Preferred ETF (PFFD) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $1.26B of Global X US Preferred ETF stock for Q2 2025, up 8.1% quarter-over-quarter.
- 31 funds opened new Global X US Preferred ETF positions in Q2 2025 and 29 closed out, a net change of +2 holders.
- The largest Global X US Preferred ETF buyer in Q2 2025 was Orgel Wealth Management, an estimated $130M added.
- The largest Global X US Preferred ETF seller in Q2 2025 was Hennion & Walsh Asset Management, an estimated $29.1M sold.
Based on aggregated 13F filings for Q2 2025.