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Global X US Preferred ETF

262 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
3.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
52
Increased
77
Reduced
100
Closed
22
Calls
$889K
Puts
$266K
Net Calls
+$623K
Net Calls Change
+$387K
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
126
Firestone Capital Management
Florida
$488K +$3.07K +158 +0.6%
ANTB
127
AMG National Trust Bank
Colorado
$487K -$77.6K -4,000 -14%
HNB
128
Huntington National Bank
Ohio
$479K -$409K
WT
129
Whittier Trust
California
$457K +$457K +23,545 New
NFG
130
Nations Financial Group
Iowa
$445K +$168K +8,648 +60%
JIP
131
Jaffetilchin Investment Partners
Florida
$424K +$155 +8 +0%
SFS
132
Sowell Financial Services
Arkansas
$423K -$72.8K -3,728 -15%
MFS
133
Madrona Financial Services
Washington
$421K +$31.6K +1,627 +8%
GM
134
GeoWealth Management
Illinois
$420K +$2.33K +120 +0.6%
MCA
135
MSH Capital Advisors
Arizona
$418K -$24.2K -1,245 -5%
ASN
136
Advisory Services Network
Georgia
$413K -$24.9K -1,286 -6%
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$403K +$403K +20,779 New
RWIA
138
Roger Wittlin Investment Advisory
California
$400K -$1.28K -66 -0.3%
HAG
139
HF Advisory Group
Maryland
$389K -$39K -2,012 -9%
IWM
140
IHT Wealth Management
Illinois
$389K -$6.79K -350 -2%
KWM
141
Kingsview Wealth Management
Oregon
$388K -$62.9K -3,242 -14%
SWM
142
SeaCrest Wealth Management
New York
$387K +$9.7K +500 +3%
Citadel Advisors
143
Citadel Advisors
Florida
$383K -$301K -15,534 -44%
OPWM
144
Oxinas Partners Wealth Management
Indiana
$382K +$4.5K +232 +1%
Comerica Bank
145
Comerica Bank
Texas
$369K -$66K -3,400 -15%
KIA
146
KLR Investment Advisors
Rhode Island
$360K +$31.6K +1,621 +10%
SS
147
Sunbelt Securities
Texas
$349K +$22.2K +1,144 +7%
JCM
148
Jacobsen Capital Management
Utah
$347K +$6.15K +317 +2%
CSPAM
149
Cary Street Partners Asset Management
Virginia
$342K -$426K -21,954 -55%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$334K +$17.5K +902 +6%