Global X U.S. Preferred ETF

PFFD • ARCA

Global X U.S. Preferred ETF is an exchange-traded fund on ARCA. As of Q3 2025, 273 institutional investors hold shares in this ETF, with total holdings valued at $1.3B. Orgel Wealth Management, LLC is the largest holder with a position valued at $136.5M.

Overview

Overview of institutional ownership in PFFD as of Q3 2025

All Institutions

Institutions: 273
Value Held: $1.3B
Shares Held: 68.6M
Avg Position: $4.9M
Median Position: $544.2K

Hedge Funds

Hedge Funds: 2
Value Held: $869.0K
Shares Held: 44.7K
Avg Position: $434.5K
Median Position: $434.5K

Biggest Investors

Institutions with the largest positions in PFFD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Orgel Wealth Management, LLC RIA/Wealth	Mark Alan Orgel Chairman	$136.5M 3.28% of portfolio	7.0M shares	Q2 2025 Held for 5 months	$4.2B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$110.9M 0.01% of portfolio	5.7M shares	Q2 2018 Held for 7y 5m	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$86.6M 0.01% of portfolio	4.5M shares	Q3 2018 Held for 7y 2m	$1.65T
L LPL Financial LLC Institution	-	$81.3M 0.02% of portfolio	4.2M shares	Q4 2018 Held for 6y 11m	$340.07B
G Global X Japan Co., Ltd. Institution	-	$67.7M 5.86% of portfolio	3.5M shares	Q4 2023 Held for 1y 11m	$1.2B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$52.3M 0.01% of portfolio	2.7M shares	Q1 2019 Held for 6y 8m	$488.50B
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager	Naim (Nmn) Abou-Jaoude CEO	$35.3M 0.32% of portfolio	1.8M shares	Q2 2024 Held for 1y 5m	$11.1B
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$30.5M 0.05% of portfolio	1.6M shares	Q3 2025 Held for 2 months	$59.9B
F FUKOKU MUTUAL LIFE INSURANCE Co Institution	-	$30.1M 1.86% of portfolio	1.6M shares	Q1 2021 Held for 4y 8m	$1.6B
Lido Advisors, LLC RIA/Wealth	Jason Jay Ozur CEO	$30.0M 0.12% of portfolio	1.5M shares	Q1 2019 Held for 6y 8m	$24.2B

Net Capital Flow

Institutional buying and selling activity for PFFD in Q3 2025

Traded: +$50.6M
Buyers: 130
Sellers: 116
Total Bought: +$111.4M
Total Sold: −$60.8M
Avg Position: $4.6M

Biggest Buyers

Institution	Net Bought	Current Position
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$30.5M +1.6M shares	$30.5M 1.6M shares
F FUKOKU MUTUAL LIFE INSURANCE Co Institution	+$12.3M +632.0K shares	$30.1M 1.6M shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$11.5M +594.4K shares	$14.3M 735.1K shares
Wright Fund Managment, LLC Long Only Manager	+$10.9M +560.1K shares	$10.9M 560.1K shares
MAI Wealth Advisors RIA/Wealth	+$6.4M +329.7K shares	$12.3M 631.7K shares
A Apella Capital, LLC Institution	+$4.4M +226.5K shares	$5.7M 293.0K shares
S SEI INVESTMENTS CO Institution	+$3.1M +157.6K shares	$17.9M 922.1K shares
Summit Financial, LLC RIA/Wealth	+$2.6M +132.0K shares	$2.6M 132.0K shares
GREENWOOD CAPITAL ASSOCIATES LLC RIA/Wealth	+$2.3M +120.2K shares	$2.3M 120.2K shares
Plan Group Financial, LLC RIA/Wealth	+$1.6M +82.9K shares	$4.3M 223.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
Cetera Investment Advisers RIA/Wealth	−$9.4M −482.4K shares	$11.5M 590.6K shares
BANK OF NOVA SCOTIA / Institution	−$5.8M −298.0K shares	$3.7M 190.9K shares
Columbus Macro, LLC Long Only Manager	−$5.5M −285.5K shares	$5.2M 269.2K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$4.4M −228.8K shares	$27.5M 1.4M shares
UBS Group AG Institution	−$3.5M −182.3K shares	$17.3M 889.2K shares
Rockport Wealth LLC RIA/Wealth	−$2.8M −147.6K shares	Sold Off 0 shares
APPLETON PARTNERS INC/MA RIA/Wealth	−$2.5M −129.2K shares	$1.7M 85.2K shares
C Capitolis Liquid Global Markets LLC Private Equity	−$2.0M −105.4K shares	$5.1M 260.6K shares
Mariner Wealth Advisors, LLC RIA/Wealth	−$1.8M −95.2K shares	$2.1M 106.8K shares
Q Quadrature Capital Ltd Institution	−$1.8M −91.4K shares	$239.4K 12.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PFFD in Q3 2025

New Positions: 9
New Value: $7.9M
Exited Positions: 19
Exited Value: $8.2M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$2.6M 132.0K shares
GREENWOOD CAPITAL ASSOCIATES LLC RIA/Wealth	$2.3M 120.2K shares
AlphaStar Capital Management, LLC RIA/Wealth	$1.6M 82.8K shares
Ritter Daniher Financial Advisory LLC / DE RIA/Wealth	$638.0K 32.8K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$422.1K 21.7K shares
I INSIGNEO ADVISORY SERVICES, LLC RIA/Wealth	$194.3K 10.0K shares
Sontag Advisory, LLC RIA/Wealth	$82.4K 4.2K shares
E ESL Trust Services, LLC Institution	$16.5K 850.0 shares
T Turning Point Benefit Group, Inc. Institution	$2.4K 122.0 shares

Exited Positions

Institution	Previous Position
Rockport Wealth LLC RIA/Wealth	$2.8M 147.6K shares
Financial Advocates Investment Management RIA/Wealth	$1.2M 65.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$1.2M 61.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$785.6K 41.7K shares
I Intrepid Financial Planning Group LLC RIA/Wealth	$652.2K 34.6K shares
KWB Wealth RIA/Wealth	$264.0K 13.9K shares
Modern Wealth Management, LLC RIA/Wealth	$241.2K 12.8K shares
Eqis Capital Management, Inc. RIA/Wealth	$230.5K 12.2K shares
Summit Trail Advisors, LLC RIA/Wealth	$211.8K 11.3K shares
Oxinas Partners Wealth Management LLC RIA/Wealth	$200.6K 10.7K shares

Options Activity

Institutions with the largest Call and Put options positions in PFFD as of Q3 2025

Call Positions: 1
Call Value: $227.3K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$227.3K 117.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with PFFD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
State of Wisconsin - Board of Commissioners of Public Lands RIA/Wealth	Scott Allen Hayes President	32.25% $26.1M	1.3M shares	Q1 2023 Held for 2y 8m	$80.8M
YOUNGS ADVISORY GROUP, INC. RIA/Wealth	John Gorton Youngs CEO	6.63% $18.6M	959.6K shares	Q4 2020 Held for 4y 11m	$281.0M
G Global X Japan Co., Ltd. Institution	-	5.86% $67.7M	3.5M shares	Q4 2023 Held for 1y 11m	$1.2B
A AHL INVESTMENT MANAGEMENT, INC. RIA/Wealth	Robert William Coleman President	5.27% $7.7M	397.1K shares	Q4 2021 Held for 3y 11m	$146.3M
Orgel Wealth Management, LLC RIA/Wealth	Mark Alan Orgel Chairman	3.28% $136.5M	7.0M shares	Q2 2025 Held for 5 months	$4.2B
Flaharty Asset Management, LLC RIA/Wealth	Shon Edward Flaharty CEO	2.67% $21.0M	1.1M shares	Q4 2022 Held for 2y 11m	$787.2M
Prairiewood Capital, LLC RIA/Wealth	Steven Michael Nelson Managing Partner	2.48% $7.5M	384.3K shares	Q4 2020 Held for 4y 11m	$301.6M
H HUNTINGTON ASSET ADVISORS, INC. Institution	Jerry John Szilagyi President	2.40% $20.8M	1.1M shares	Q1 2019 Held for 6y 8m	$865.7M
C COLLECTIVE FAMILY OFFICE LLC Family Office	Brian David Luster Managing Partner	2.33% $9.7M	500.5K shares	Q4 2020 Held for 4y 11m	$416.6M
Collaborative Wealth Managment Inc. RIA/Wealth	Chad Richmond Justice CEO	2.17% $5.4M	276.0K shares	Q2 2022 Held for 3y 5m	$246.6M

Hedge Fund Spotlight

Discover hedge funds investing in PFFD

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Global X U.S. Preferred ETF

Market Value: $422.1K
Shares Held: 21.7K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%