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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 %
EFS
101
Essex Financial Services
Connecticut
$782K +$19.7K +1,000 +3%
CCM
102
Crew Capital Management
Ohio
$777K +$470K +23,899 +153%
AAS
103
Avantax Advisory Services
Texas
$771K -$128K -6,497 -14%
LSA
104
L & S Advisors
California
$768K +$48.7K +2,477 +7%
GRP
105
Global Retirement Partners
California
$734K +$163K +8,281 +29%
ES
106
Eagle Strategies
New York
$732K +$732K +37,196 New
CG
107
CFO4Life Group
Texas
$730K
FCM
108
Firestone Capital Management
Florida
$697K +$4.33K +220 +0.6%
IP
109
Ignite Planners
California
$682K -$15.4K -778 -2%
PTC
110
Private Trust Company
Ohio
$642K -$18.4K -934 -3%
Corient Private Wealth
111
Corient Private Wealth
Florida
$632K -$29.3K -1,487 -4%
HF
112
HRT Financial
New York
$627K +$627K +31,867 New
MLA
113
My Legacy Advisors
Oregon
$606K -$40.3K -2,048 -6%
IFPG
114
Intrepid Financial Planning Group
Indiana
$583K +$14.5K +735 +3%
NCM
115
Nelson Capital Management
California
$578K +$8.62K +438 +2%
AWM
116
Activest Wealth Management
Florida
$577K -$25.3K -1,287 -4%
AWA
117
Acorn Wealth Advisors
Michigan
$571K -$2.44K -124 -0.4%
CWM
118
Cornerstone Wealth Management
Missouri
$563K +$19.6K +994 +4%
MCA
119
MSH Capital Advisors
Arizona
$547K +$7.85K +399 +1%
PWM
120
Perigon Wealth Management
California
$541K +$51.2K +2,603 +10%
ANTB
121
AMG National Trust Bank
Colorado
$535K +$80.7K +4,100 +18%
WCM
122
WealthBridge Capital Management
Ohio
$520K
CA
123
CSM Advisors
Pennsylvania
$513K
MFS
124
Madrona Financial Services
Washington
$512K +$84.2K +4,279 +20%
AWM
125
Austin Wealth Management
Texas
$507K +$13.7K +688 +3%