PFFD icon

Global X US Preferred ETF

254 hedge funds and large institutions have $1.12B invested in Global X US Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 110 increasing their positions, 76 reducing their positions, and 22 closing their positions.

Holders
254
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
110
Reduced
76
Closed
22
Calls
$403K
Puts
$26K
Net Calls
+$377K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$10.5M +$1.67M +84,795 +19%
OPAM
27
Ocean Park Asset Management
California
$9.96M +$9.96M +506,200 New
KW
28
KWB Wealth
California
$8.29M -$182K -9,021 -2%
IHWM
29
Iron Horse Wealth Management
Iowa
$7.91M +$330K +16,771 +4%
CWM
30
Collaborative Wealth Management
Florida
$7.54M +$722K +36,663 +11%
DK
31
David Kennon
Florida
$7.42M +$143K +7,290 +2%
AIM
32
AHL Investment Management
Florida
$7.26M +$330K +16,765 +5%
CFO
33
Collective Family Office
Pennsylvania
$7.25M +$1.79M +91,130 +33%
TLP
34
Trinity Legacy Partners
Texas
$7.16M +$154K +7,849 +2%
SEI Investments
35
SEI Investments
Pennsylvania
$7.12M +$1.14M +57,694 +19%
Mirae Asset Global ETFs Holdings
36
Mirae Asset Global ETFs Holdings
Hong Kong
$6.86M +$6.86M +348,794 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$6.83M +$206K +10,479 +3%
IG
38
ING Group
Netherlands
$6.64M +$6.64M +337,600 New
HighTower Advisors
39
HighTower Advisors
Illinois
$6.48M +$427K +21,678 +7%
AA
40
Aire Advisors
California
$6.24M -$61.5K -3,131 -1%
NGA
41
Naples Global Advisors
Florida
$6.03M +$926K +47,078 +18%
PAS
42
Park Avenue Securities
New York
$5.96M +$1.22M +62,016 +26%
GFS
43
GYL Financial Synergies
Connecticut
$5.65M +$2.25M +114,434 +66%
PC
44
Prairiewood Capital
North Dakota
$5.63M +$120K +6,089 +2%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$5.23M -$22.7K -1,152 -0.4%
KAS
46
Kestra Advisory Services
Texas
$5.1M +$769K +39,063 +18%
SIS
47
Sound Income Strategies
Florida
$4.85M +$323K +16,400 +7%
PAG
48
Private Advisor Group
New Jersey
$4.81M +$1.47M +74,586 +44%
TYCC
49
Texas Yale Capital Corp
Florida
$4.79M +$65K +3,303 +1%
GWM
50
GSB Wealth Management
Connecticut
$4.27M +$229K +11,637 +6%