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Global X US Preferred ETF

58 hedge funds and large institutions have $376M invested in Global X US Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+15
Holders Change %
+34.88%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
25
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$198M 7,909,142 +3,024,301 +62%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$27.6M 1,055,897
AssetMark Inc
3
AssetMark Inc
California
$24M 956,040 +956,040 New
Bank of America
4
Bank of America
North Carolina
$22.4M 891,152 +67,228 +8%
GI
5
Gradient Investments
Minnesota
$21.8M 868,120 +14,381 +2%
CM
6
Columbus Macro
Pennsylvania
$11.5M 456,942 -236,585 -34%
FAAS
7
First Allied Advisory Services
California
$11.4M 452,893 -256,633 -36%
MML Investors Services
8
MML Investors Services
Massachusetts
$6.53M 260,257 +230,697 +780%
MIM
9
Morningstar Investment Management
Illinois
$5.89M 235,011 +9,735 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.49M 218,846 +50,764 +30%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$4.31M 171,775 +69,089 +67%
IAA
12
Ironsides Asset Advisors
North Carolina
$4.22M 168,220 +46,700 +38%
Lido Advisors
13
Lido Advisors
California
$3.98M 158,413 +21,581 +16%
UBS Group
14
UBS Group
Switzerland
$3.75M 149,304 +14,223 +11%
CST
15
Charles Schwab Trust
Nevada
$3.15M 125,431 +125,431 New
TYCC
16
Texas Yale Capital Corp
Florida
$1.83M 72,746 +22,375 +44%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$1.69M 67,146 +67,146 New
RA
18
Rational Advisors
New York
$1.53M 60,860 +19,052 +46%
Morgan Stanley
19
Morgan Stanley
New York
$1.17M 46,663 -125,300 -73%
FTUS
20
Flow Traders U.S.
New York
$1.1M 43,905 +43,905 New
BAC
21
Boys Arnold & Co
North Carolina
$1.09M 43,600 +16,100 +59%
GVAG
22
Great Valley Advisor Group
Delaware
$1.05M 41,687 +1,998 +5%
RF
23
RHS Financial
California
$993K 39,575 -3,058 -7%
GPC
24
Glacier Peak Capital
Washington
$969K 38,603 +20,353 +112%
FFN
25
Focus Financial Network
Minnesota
$892K 35,558 +3,715 +12%