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Global X US Preferred ETF

230 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 109 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+40
Holders Change %
+21.05%
% of All Funds
3.55%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
58
Increased
109
Reduced
50
Closed
16
Calls
$407K
Puts
Net Calls
+$407K
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$830K +$120K +4,672 +17%
RPCA
127
Running Point Capital Advisors
California
$796K -$79.4K -3,085 -9%
CIAS
128
Capital Investment Advisory Services
North Carolina
$725K +$253K +9,817 +54%
LFG
129
Larson Financial Group
Missouri
$724K +$724K +28,093 New
APA
130
American Portfolios Advisors
New York
$717K -$76K -2,952 -10%
LIG
131
Lokken Investment Group
Delaware
$710K +$129 +5 +0%
GA
132
GFS Advisors
Texas
$688K +$38.7K +1,500 +6%
AWA
133
Acorn Wealth Advisors
Michigan
$678K +$18.6K +722 +3%
CA
134
CSM Advisors
Pennsylvania
$672K
UA
135
Unison Advisors
District of Columbia
$638K +$121K +4,693 +23%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$616K -$25.7K -999 -4%
BIM
137
Bridgecreek Investment Management
Oklahoma
$605K +$605K +23,500 New
PA
138
Procyon Advisors
Connecticut
$604K +$21.1K +818 +4%
BCM
139
Bluefin Capital Management
New York
$599K +$599K +23,268 New
RG
140
Retirement Group
California
$592K -$1.03M -40,010 -64%
OIA
141
OneDigital Investment Advisors
Kansas
$587K -$62.4K -2,420 -10%
FCM
142
Firestone Capital Management
Florida
$572K +$7.52K +292 +1%
ACA
143
Aptus Capital Advisors
Alabama
$558K -$239K -9,230 -30%
EFS
144
Econ Financial Services
Pennsylvania
$546K +$546K +21,195 New
RWM
145
RBA Wealth Management
California
$498K +$498K +19,332 New
MFS
146
Madrona Financial Services
Washington
$494K +$60.9K +2,365 +14%
JWCA
147
J.W. Cole Advisors
Florida
$494K +$494K +19,184 New
RIA
148
Realta Investment Advisors
Delaware
$493K -$257 -10 -0.1%
CF
149
Centaurus Financial
California
$463K -$156K -6,049 -25%
MCA
150
MSH Capital Advisors
Arizona
$463K +$463K +17,971 New