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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 %
ACI
176
Alpha Cubed Investments
California
$251K -$1.87K -95 -0.7%
BCG
177
Breakwater Capital Group
New Jersey
$244K +$20.7K +1,054 +9%
RPCA
178
Running Point Capital Advisors
California
$244K -$18.3K -929 -7%
AWM
179
Avior Wealth Management
Nebraska
$242K +$106K +5,375 +78%
CAM
180
Cresset Asset Management
Illinois
$238K +$28.5K +1,448 +14%
NB
181
NBT Bank
New York
$236K
1WM
182
1900 Wealth Management
Texas
$236K +$197 +10 +0.1%
PIA
183
Perennial Investment Advisors
California
$219K -$2.82K -143 -1%
AWM
184
AE Wealth Management
Kansas
$219K -$22.4K -1,139 -9%
OBWG
185
Onyx Bridge Wealth Group
New York
$214K -$30.7K -1,561 -13%
GIA
186
Gladstone Institutional Advisory
Florida
$214K +$214K +10,851 New
RIA
187
Realta Investment Advisors
Delaware
$211K -$32.7K -1,660 -13%
US Bancorp
188
US Bancorp
Minnesota
$210K +$34.5K +1,755 +20%
MIA
189
MeadowBrook Investment Advisors
Michigan
$207K -$1.34K -68 -0.6%
AIS
190
American Investment Services
Massachusetts
$206K +$5.1K +259 +3%
SC
191
Scotia Capital
Ontario, Canada
$204K +$204K +10,360 New
CFB
192
Cullen/Frost Bankers
Texas
$197K
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$197K
T
194
Tidemark
California
$170K +$130K +6,588 +323%
CCM
195
Chilton Capital Management
Texas
$162K -$2.46K -125 -1%
LFG
196
Larson Financial Group
Missouri
$159K +$159K +8,099 New
HGERS
197
Householder Group Estate & Retirement Specialist
Arizona
$135K +$51.9K +2,645 +62%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$129K
CFD
199
Creative Financial Designs
Indiana
$122K +$7.1K +361 +6%
WCM
200
Winthrop Capital Management
Indiana
$120K -$8.45K -430 -7%