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Global X US Preferred ETF

79 hedge funds and large institutions have $380M invested in Global X US Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.13%
New
21
Increased
35
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$150M 6,837,934 -628,254 -8%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$27.6M 1,055,897
Bank of America
3
Bank of America
North Carolina
$22.8M 1,043,239 -69,375 -6%
GI
4
Gradient Investments
Minnesota
$21.7M 992,613 +42,345 +4%
AssetMark Inc
5
AssetMark Inc
California
$18.9M 864,103 -127,168 -13%
JIP
6
JBJ Investment Partners
South Carolina
$17M 774,848 +774,848 New
Lido Advisors
7
Lido Advisors
California
$8.06M 368,190 +27,367 +8%
CM
8
Columbus Macro
Pennsylvania
$7.08M 323,388 -120,042 -27%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$7.03M 321,164 -20,231 -6%
MIM
10
Morningstar Investment Management
Illinois
$6.9M 315,493 +38,799 +14%
AWM
11
AE Wealth Management
Kansas
$6.77M 309,559 +126,878 +69%
SS
12
Simplicity Solutions
Minnesota
$6.59M 301,147 +123,685 +70%
FAAS
13
First Allied Advisory Services
California
$6.45M 294,897 -136,026 -32%
WCAMG
14
Woodard & Company Asset Management Group
North Carolina
$5.7M 260,556 +260,556 New
FI
15
FormulaFolio Investments
Michigan
$5.63M 257,184 +189,932 +282%
FWM
16
Foresight Wealth Management
Utah
$4.43M 202,568 +10,207 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.36M 199,130 -30,018 -13%
UBS Group
18
UBS Group
Switzerland
$4.08M 186,410 +14,566 +8%
IAA
19
Ironsides Asset Advisors
North Carolina
$3.99M 182,320 +14,100 +8%
TLP
20
Trinity Legacy Partners
Texas
$3.77M 180,226 +41,420 +30%
Morgan Stanley
21
Morgan Stanley
New York
$3.57M 163,209 +62,594 +62%
HCIA
22
Hochman Cole Investment Advisors
Illinois
$3.34M 152,513 -1,896 -1%
TYCC
23
Texas Yale Capital Corp
Florida
$2.73M 124,529 +37,273 +43%
PFO
24
Pathstone Family Office
New Jersey
$2.01M 91,850 +91,850 New
WAS
25
Wealth Advisory Solutions
Indiana
$2M 91,334 -3,028 -3%