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Global X US Preferred ETF

224 hedge funds and large institutions have $985M invested in Global X US Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
38
Increased
97
Reduced
66
Closed
27
Calls
$1.06M
Puts
$270K
Net Calls
+$793K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
176
Chilton Capital Management
Texas
$172K +$172K +8,644 New
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$168K +$168K +8,431 New
AAM
178
Advisors Asset Management
Colorado
$157K -$2.88K -145 -2%
FHA
179
First Horizon Advisors
Tennessee
$150K -$154K -7,754 -51%
Simplex Trading
180
Simplex Trading
Illinois
$149K +$12.1K +609 +9%
SS
181
Sunbelt Securities
Texas
$149K +$149K +7,531 New
Citadel Advisors
182
Citadel Advisors
Florida
$146K +$146K +7,370 New
AF
183
Allworth Financial
California
$137K -$5.92K -298 -4%
AWM
184
Avior Wealth Management
Nebraska
$127K +$127K +6,400 New
FCA
185
Fortis Capital Advisors
Kansas
$115K -$19.9K -1,000 -15%
Deutsche Bank
186
Deutsche Bank
Germany
$92K +$92K +4,633 New
ACM
187
Antonetti Capital Management
Florida
$87.7K
AWM
188
Atticus Wealth Management
Florida
$86.3K +$86.3K +4,343 New
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$76.2K -$3.2K -161 -4%
US Bancorp
190
US Bancorp
Minnesota
$73.9K
NA
191
NewEdge Advisors
Louisiana
$59.5K -$349K -17,555 -85%
UB
192
UMB Bank
Missouri
$58.8K
RI
193
Ridgewood Investments
New Jersey
$47.8K +$47.8K +2,409 New
AF
194
Advisornet Financial
Minnesota
$38.3K +$556 +28 +1%
CWP
195
Concord Wealth Partners
Virginia
$36.1K -$63.9K -3,216 -64%
MIA
196
Milestone Investment Advisors
Wisconsin
$36K +$17.9K +903 +99%
NFSG
197
Newbridge Financial Services Group
Florida
$27.9K +$23.7K +1,191 +557%
EWA
198
EverSource Wealth Advisors
Alabama
$26.3K +$18.1K +910 +220%
HI
199
Harbour Investments
Wisconsin
$22.1K -$675 -34 -3%
HCM
200
Hollencrest Capital Management
California
$21.8K