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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.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
3.69%
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 %
AIFAIM
126
American Institute for Advanced Investment Management
Arizona
$497K +$9.84K +500 +2%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$480K -$37.5K -1,905 -7%
IIA
128
Integral Investment Advisors
California
$477K -$137K -6,944 -22%
VFA
129
Valeo Financial Advisors
Indiana
$468K +$468K +23,764 New
GM
130
GeoWealth Management
Illinois
$454K +$4.39K +223 +1%
IA
131
Inspire Advisors
Idaho
$452K +$452K +22,943 New
CF
132
Centaurus Financial
California
$451K -$2.99K -152 -0.7%
FIM
133
Freedom Investment Management
Connecticut
$451K -$35.7K -1,812 -7%
SA
134
Sanctuary Advisors
Indiana
$432K +$432K +22,280 New
RW
135
RVW Wealth
California
$428K -$335K -17,017 -44%
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$412K -$12K -610 -3%
ASN
137
Advisory Services Network
Georgia
$403K -$19.5K -989 -5%
DWM
138
Drive Wealth Management
Utah
$397K -$119K -6,060 -23%
WWA
139
WCG Wealth Advisors
Nevada
$396K -$242K -12,329 -38%
FCA
140
FLC Capital Advisors
California
$390K +$390K +19,812 New
IWM
141
IHT Wealth Management
Illinois
$383K -$10.3K -523 -3%
WT
142
Whittier Trust
California
$375K -$23.5K -1,192 -6%
OPWM
143
Oxinas Partners Wealth Management
Indiana
$363K -$30.4K -1,545 -8%
NS
144
NBC Securities
Alabama
$362K -$39 -2 -0%
Stifel Financial
145
Stifel Financial
Missouri
$351K +$95.4K +4,850 +37%
AT
146
Arden Trust
Delaware
$349K +$16.8K +852 +5%
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$346K -$1.12K -57 -0.3%
IA
148
IFG Advisory
Georgia
$345K +$23K +1,171 +7%
SWM
149
SeaCrest Wealth Management
New York
$343K -$49.9K -2,537 -13%
Jane Street
150
Jane Street
New York
$340K +$340K +17,299 New