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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 %
LWMG
176
Levy Wealth Management Group
Pennsylvania
$268K +$268K +10,389 New
BRWA
177
B. Riley Wealth Advisors
Florida
$264K +$264K +10,232 New
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$263K
AFP
179
Ausdal Financial Partners
Iowa
$262K +$34.7K +1,345 +15%
CA
180
CoreCap Advisors
Michigan
$250K +$250K +9,706 New
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$250K +$250K +9,708 New
TWM
182
Titus Wealth Management
California
$248K -$34.7K -1,350 -12%
Stifel Financial
183
Stifel Financial
Missouri
$234K +$234K +9,069 New
LA
184
Latitude Advisors
Florida
$231K +$231K +8,960 New
TB
185
Treynor Bancshares
Iowa
$228K +$228K +8,866 New
CFA
186
Carroll Financial Associates
North Carolina
$218K +$20.3K +794 +10%
GA
187
Gateway Advisory
New Jersey
$213K +$213K +8,250 New
PGAM
188
Princeton Global Asset Management
New Jersey
$207K -$1.38M -53,638 -87%
ACM
189
Antonetti Capital Management
Florida
$204K +$204K +7,915 New
AIS
190
American Investment Services
Massachusetts
$201K +$201K +7,789 New
CFGS
191
Concourse Financial Group Securities
Alabama
$163K +$39.9K +1,542 +32%
BWL
192
Bogart Wealth LLC
Virginia
$147K +$147K +5,717 New
SN
193
Sittner & Nelson
Oregon
$129K +$129K +5,000 New
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$113K +$10.1K +391 +10%
Wells Fargo
195
Wells Fargo
California
$108K +$43.3K +1,676 +67%
SFPG
196
Stonebridge Financial Planning Group
Florida
$106K +$67.5K +2,770 +175%
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$76.2K +$28.2K +1,094 +59%
UB
198
UMB Bank
Missouri
$76K +$76K +2,962 New
HI
199
Harbour Investments
Wisconsin
$75K -$967K -37,425 -93%
HNB
200
Huntington National Bank
Ohio
$73K