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Global X US Preferred ETF

89 hedge funds and large institutions have $296M invested in Global X US Preferred ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
23
Increased
34
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$37.8M +$13.3M +565,491 +54%
CSIA
2
Charles Schwab Investment Advisory
California
$36.5M -$124M -5,284,532 -77%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$27.6M
JIP
4
JBJ Investment Partners
South Carolina
$19.1M +$925K +39,359 +5%
AssetMark Inc
5
AssetMark Inc
California
$18.8M -$1.52M -64,770 -7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.9M +$6.25M +265,822 +133%
Lido Advisors
7
Lido Advisors
California
$9M +$347K +14,761 +4%
Morgan Stanley
8
Morgan Stanley
New York
$7.69M +$3.85M +163,834 +100%
MIM
9
Morningstar Investment Management
Illinois
$7.41M
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$6.98M -$565K -24,045 -7%
RJA
11
Raymond James & Associates
Florida
$6.94M +$6.94M +295,359 New
AWM
12
AE Wealth Management
Kansas
$6.88M -$400K -17,024 -5%
CM
13
Columbus Macro
Pennsylvania
$6.71M -$890K -37,867 -12%
SS
14
Simplicity Solutions
Minnesota
$6.49M -$588K -25,034 -8%
FAAS
15
First Allied Advisory Services
California
$6.25M -$683K -29,060 -10%
WCAMG
16
Woodard & Company Asset Management Group
North Carolina
$5.91M -$218K -9,275 -4%
FI
17
FormulaFolio Investments
Michigan
$5.71M -$338K -14,386 -6%
FWM
18
Foresight Wealth Management
Utah
$5.32M +$561K +23,882 +12%
HCIA
19
Hochman Cole Investment Advisors
Illinois
$4.82M +$1.23M +52,474 +34%
UBS Group
20
UBS Group
Switzerland
$4.54M +$156K +6,650 +4%
TLP
21
Trinity Legacy Partners
Texas
$4.53M +$277K +11,713 +6%
WAS
22
Wealth Advisory Solutions
Indiana
$3.69M +$1.54M +65,748 +72%
TYCC
23
Texas Yale Capital Corp
Florida
$3.42M +$497K +21,144 +17%
William Blair & Company
24
William Blair & Company
Illinois
$3.3M +$3.3M +140,277 New
IAA
25
Ironsides Asset Advisors
North Carolina
$2.98M -$1.3M -55,500 -30%