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Global X US Preferred ETF

264 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
3.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
124
Reduced
75
Closed
14
Calls
$44K
Puts
$37K
Net Calls
+$7K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$562K +$55.6K +2,676 +11%
MCA
127
MSH Capital Advisors
Arizona
$558K -$20K -961 -3%
PWM
128
Perigon Wealth Management
California
$555K -$16.2K -781 -3%
CWM
129
Cornerstone Wealth Management
Missouri
$555K -$39.4K -1,894 -7%
WCM
130
WealthBridge Capital Management
Ohio
$549K
IIA
131
Integral Investment Advisors
California
$547K +$44.9K +2,161 +9%
CA
132
CSM Advisors
Pennsylvania
$542K
MFS
133
Madrona Financial Services
Washington
$541K
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$537K +$172K +8,262 +47%
GRP
135
Global Retirement Partners
California
$534K -$241K -11,605 -31%
SBH
136
Segall Bryant & Hamill
Illinois
$534K +$534K +25,677 New
CF
137
Centaurus Financial
California
$496K +$19.7K +947 +4%
FCM
138
Firestone Capital Management
Florida
$481K -$255K -12,286 -35%
FIM
139
Freedom Investment Management
Connecticut
$467K -$9.58K -461 -2%
NS
140
NBC Securities
Alabama
$461K +$78.5K +3,787 +21%
FAIM
141
Financial Advocates Investment Management
Washington
$455K +$455K +21,874 New
GM
142
GeoWealth Management
Illinois
$454K -$26.2K -1,261 -5%
WWA
143
WCG Wealth Advisors
Nevada
$447K +$28.1K +1,351 +7%
MWA
144
Meridian Wealth Advisors
Texas
$447K +$447K +21,500 New
Stifel Financial
145
Stifel Financial
Missouri
$442K +$71.4K +3,437 +19%
NL
146
NWAM LLC
Washington
$440K +$440K +21,156 New
RW
147
RVW Wealth
California
$432K -$19.2K -926 -4%
IA
148
IFG Advisory
Georgia
$432K +$67.2K +3,236 +18%
WWM
149
Western Wealth Management
Colorado
$429K -$631K -30,372 -60%
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
$419K +$76.4K +3,645 +22%