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Global X US Preferred ETF

214 hedge funds and large institutions have $820M invested in Global X US Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 91 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-9
Holders Change %
-4.04%
% of All Funds
3.62%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
33
Increased
64
Reduced
91
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
51
Sound Income Strategies
Florida
$3.11M -$185K -8,722 -6%
SEI Investments
52
SEI Investments
Pennsylvania
$2.7M +$488K +23,082 +22%
AW
53
Alaethes Wealth
Nevada
$2.69M -$811K -38,216 -23%
PC
54
Prairiewood Capital
North Dakota
$2.63M -$1.28M -60,547 -33%
PT
55
Plimoth Trust
Massachusetts
$2.52M -$103K -4,874 -4%
SWP
56
Stratos Wealth Partners
Ohio
$2.4M -$48.8K -2,302 -2%
Creative Planning
57
Creative Planning
Kansas
$2.27M +$1.49M +70,450 +193%
CT
58
Coastline Trust
Rhode Island
$2.19M -$1.21M -56,840 -36%
DSC
59
Duncker Streett & Co
Missouri
$2.13M -$8.48K -400 -0.4%
TYCC
60
Texas Yale Capital Corp
Florida
$2.03M -$1.76M -82,931 -46%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.95M -$243K -11,461 -11%
AIM
62
AHL Investment Management
Florida
$1.87M -$1.06M -50,182 -36%
CW
63
CreativeOne Wealth
Kansas
$1.7M -$169K -7,968 -9%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$1.63M -$69.6K -3,281 -4%
BCM
65
Brookstone Capital Management
Illinois
$1.6M -$295K -13,799 -16%
KWM
66
Kingsview Wealth Management
Oregon
$1.53M +$182K +8,570 +13%
SLA
67
Silver Lake Advisory
Utah
$1.51M +$9.37K +442 +0.6%
CAN
68
Cetera Advisor Networks
California
$1.49M -$829K -39,080 -36%
Prudential Financial
69
Prudential Financial
New Jersey
$1.49M -$142K -6,656 -9%
AWM
70
Accel Wealth Management
Iowa
$1.45M -$41.9K -1,941 -3%
IAA
71
Ironsides Asset Advisors
North Carolina
$1.45M -$555K -26,166 -28%
RW
72
RVW Wealth
California
$1.33M -$130K -6,133 -9%
SSWM
73
Sheets Smith Wealth Management
North Carolina
$1.32M -$354K -16,679 -21%
RIG
74
Roosevelt Investment Group
New York
$1.27M +$22.9K +1,080 +2%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$1.27M +$47.3K +2,230 +4%