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Global X US Preferred ETF
PFFD

280 hedge funds and large institutions have $1.34B invested in Global X US Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

6% more capital invested

Capital invested by funds: $1.26B → $1.34B (+$81.3M)

1.67% more ownership

Funds ownership: 55.31% → 56.99% (+1.7%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

3% less funds holding

Funds holding: 288 → 280 (-8)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
280
Holders Change
-8
Holders Change %
-2.78%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
19
Increased
114
Reduced
98
Closed
19
Calls
$227K
Puts
–
Net Calls
+$227K
Net Calls Change
-$157K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$30.3M
2
FMLI
Fukoku Mutual Life Insurance
Japan
+$12.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$11.5M
4
OPAM
Ocean Park Asset Management
California
+$10.8M
5
MCM
MAI Capital Management
Ohio
+$6.37M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$9.32M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$5.76M
3
CM
Columbus Macro
Pennsylvania
-$5.52M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.42M
5
UBS Group
UBS Group
Switzerland
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$137M +$1.23M +63,864 +0.9%
Bank of America
2
Bank of America
North Carolina
$111M +$807K +41,798 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$86.6M -$322K -16,666 -0.4%
LPL Financial
4
LPL Financial
California
$81.3M +$242K +12,504 +0.3%
GXJ
5
Global X Japan
Japan
$67.7M -$1.08M -56,077 -2%
Wells Fargo
6
Wells Fargo
California
$52.3M -$1.16M -60,001 -2%
NYLIM
7
New York Life Investment Management
New York
$35.3M -$585K -30,280 -2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$30.5M +$30.3M +1,567,444 New
FMLI
9
Fukoku Mutual Life Insurance
Japan
$30.1M +$12.2M +632,000 +69%
Lido Advisors
10
Lido Advisors
California
$30M +$161K +8,347 +0.5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$27.5M -$4.42M -228,817 -14%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$26.4M +$244K +12,646 +0.9%
SOWBOCOPL
13
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.1M – – –
FSC
14
Full Sail Capital
Oklahoma
$26M -$1.11M -57,324 -4%
FAM
15
Flaharty Asset Management
Florida
$21M +$698K +36,146 +3%
RA
16
Rational Advisors
New York
$20.8M -$642K -33,208 -3%
Raymond James Financial
17
Raymond James Financial
Florida
$19.8M +$514K +26,592 +3%
Creative Planning
18
Creative Planning
Kansas
$19.8M -$133K -6,860 -0.7%
TPW
19
Tiller Private Wealth
Pennsylvania
$18.6M +$233K +12,047 +1%
SEI Investments
20
SEI Investments
Pennsylvania
$17.9M +$3.05M +157,649 +21%
Ameriprise
21
Ameriprise
Minnesota
$17.4M +$1.54M +79,835 +10%
UBS Group
22
UBS Group
Switzerland
$17.3M -$3.52M -182,258 -17%
AssetMark Inc
23
AssetMark Inc
California
$16.3M -$102K -5,302 -0.6%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$14.3M +$11.5M +594,391 +423%
SPIA
25
Steward Partners Investment Advisory
New York
$12.8M +$479K +24,778 +4%
1
2 3 4 5

PFFD Hedge Fund Activity: Q3 2025 in Review

280 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Global X US Preferred ETF (PFFD) for Q3 2025, worth a combined $1.34B — up 6.5% from $1.26B a quarter earlier.

Fund positioning in PFFD was balanced in Q3 2025: 19 funds opened new positions, 19 closed out, 114 added to existing stakes and 98 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $30.3M. The largest seller was Cetera Investment Advisers, cutting an estimated $9.32M.

  • 280 institutional investors held Global X US Preferred ETF (PFFD) as of Q3 2025, down from 288 in Q2 2025.
  • Funds reported $1.34B of Global X US Preferred ETF stock for Q3 2025, up 6.5% quarter-over-quarter.
  • 19 funds opened new Global X US Preferred ETF positions in Q3 2025 and 19 closed out, a net change of 0 holders.
  • The largest Global X US Preferred ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $30.3M added.
  • The largest Global X US Preferred ETF seller in Q3 2025 was Cetera Investment Advisers, an estimated $9.32M sold.

Based on aggregated 13F filings for Q3 2025.