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Global X US Preferred ETF

290 hedge funds and large institutions have $1.21B invested in Global X US Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
290
Holders Change
+26
Holders Change %
+9.85%
% of All Funds
3.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
47
Increased
119
Reduced
78
Closed
16
Calls
$339K
Puts
$53K
Net Calls
+$286K
Net Calls Change
+$279K
Name Market Value Shares Shares
Change
Shares
Change %
SIS
51
Sound Income Strategies
Florida
$5.18M 265,584 +9,129 +4%
TYCC
52
Texas Yale Capital Corp
Florida
$4.94M 253,150 -69 -0%
Mariner
53
Mariner
Kansas
$4.87M 249,701 +20,830 +9%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.52M 231,632 +579 +0.3%
RSWM
55
Robertson Stephens Wealth Management
California
$4.42M 225,400 -113,772 -34%
SP
56
SWS Partners
Ohio
$4.41M 225,036 +44,903 +25%
MCM
57
MAI Capital Management
Ohio
$4.32M 221,450 +221,450 New
AP
58
Appleton Partners
Massachusetts
$4.26M 218,129 +10,162 +5%
GWM
59
GSB Wealth Management
Connecticut
$4.03M 206,423 -22,865 -10%
NYLIM
60
New York Life Investment Management
New York
$3.93M 201,409 -8,225 -4%
LFPWM
61
Leicht Financial Planning & Wealth Management
New Jersey
$3.9M 199,765 -947 -0.5%
BEC
62
Blue Edge Capital
Virginia
$3.83M 196,445 -4,046 -2%
PRI
63
Prepared Retirement Institute
Pennsylvania
$3.83M 196,101 -1,479 -0.7%
MFG
64
Merit Financial Group
Georgia
$3.44M 176,227 -3,873 -2%
PAG
65
Private Advisor Group
New Jersey
$3.39M 174,006 -97,050 -36%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$3.31M 169,511 +39,705 +31%
Osaic Holdings
67
Osaic Holdings
Arizona
$3.05M 156,576 -773 -0.5%
FTS
68
Fifth Third Securities
Ohio
$2.83M 144,965 +53,089 +58%
QC
69
Quadrature Capital
United Kingdom
$2.69M 137,745 +137,745 New
SWP
70
Stratos Wealth Partners
Ohio
$2.64M 135,468 +13,598 +11%
CBT
71
Crews Bank & Trust
Florida
$2.38M 122,055 +122,055 New
GKWIM
72
Gerber Kawasaki Wealth & Investment Management
California
$2.3M 117,793 +3,819 +3%
NA
73
Note Advisors
New York
$2.14M 109,886 +109,886 New
AF
74
Abound Financial
California
$1.96M 100,602 +100,602 New
GIA
75
Gladstone Institutional Advisory
Florida
$1.93M 98,966 +10,124 +11%