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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 %
FCM
126
Firestone Capital Management
Florida
$423K -$96.3K -4,540 -19%
SC
127
Scotia Capital
Ontario, Canada
$410K -$3.09M -145,701 -88%
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
$410K
MFS
129
Madrona Financial Services
Washington
$407K
Stifel Financial
130
Stifel Financial
Missouri
$407K +$123K +5,810 +43%
RIA
131
Realta Investment Advisors
Delaware
$401K -$17.9K -834 -4%
PA
132
Procyon Advisors
Connecticut
$396K -$129K -6,097 -25%
MCA
133
MSH Capital Advisors
Arizona
$395K +$13.7K +648 +4%
JCM
134
Jacobsen Capital Management
Utah
$388K +$5.47K +258 +1%
AG
135
Ascent Group
Virginia
$372K +$7.58K +338 +2%
BRWA
136
B. Riley Wealth Advisors
Florida
$344K +$10.3K +483 +3%
AWA
137
Arkadios Wealth Advisors
Georgia
$329K +$9.84K +464 +3%
CG
138
Colony Group
Massachusetts
$322K -$1.41M -66,362 -81%
GA
139
GFS Advisors
Texas
$321K -$5.3K -250 -2%
FHA
140
First Horizon Advisors
Tennessee
$320K +$320K +15,122 New
RWM
141
RBA Wealth Management
California
$318K -$86.9K -4,097 -21%
WCG
142
Weaver Consulting Group
California
$311K +$311K +14,684 New
KFGK
143
Keystone Financial Group (Kentucky)
Kentucky
$309K
GA
144
Gateway Advisory
New Jersey
$302K +$42.4K +2,000 +16%
BC
145
Burney Company
Virginia
$290K -$21.2K -1,000 -7%
CIA
146
Capital Investment Advisors
Georgia
$289K +$289K +13,606 New
KAS
147
Kestra Advisory Services
Texas
$276K -$74K -3,494 -21%
CF
148
Centaurus Financial
California
$267K -$15K -707 -5%
CM
149
Columbus Macro
Pennsylvania
$266K -$5.13M -241,840 -95%
BIA
150
Barry Investment Advisors
Massachusetts
$265K +$265K +12,516 New