PFFD icon

Global X US Preferred ETF

133 hedge funds and large institutions have $488M invested in Global X US Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+35
Holders Change %
+35.71%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
43
Increased
60
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$41.6M 1,613,575 -13,044 -0.8%
FI
2
FormulaFolio Investments
Michigan
$41.3M 1,601,638 +626,626 +64%
CSIA
3
Charles Schwab Investment Advisory
California
$38.8M 1,503,537 +7,441 +0.5%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$27.6M 1,055,897
Morgan Stanley
5
Morgan Stanley
New York
$22.6M 874,547 +314,369 +56%
AssetMark Inc
6
AssetMark Inc
California
$22.3M 864,302 +71,174 +9%
BFS
7
Bard Financial Services
Connecticut
$15.6M 605,909 +605,909 New
TPW
8
Tiller Private Wealth
Pennsylvania
$14.2M 550,136 +550,136 New
RJA
9
Raymond James & Associates
Florida
$11.7M 455,106 +113,845 +33%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.7M 453,474 +21,529 +5%
HCIA
11
Hochman Cole Investment Advisors
Illinois
$10.1M 391,416 +75,486 +24%
CFO
12
Collective Family Office
Pennsylvania
$9.79M 379,579 +379,579 New
RWG
13
Ratio Wealth Group
Colorado
$9.61M 372,527 +372,527 New
Lido Advisors
14
Lido Advisors
California
$8.65M 335,046 -66,193 -16%
ACM
15
Advisors Capital Management
New Jersey
$8.4M 325,767 +325,767 New
RA
16
Rational Advisors
New York
$7.93M 307,156 +210,586 +218%
APA
17
Allegiant Private Advisors
Florida
$7.89M 305,635 +305,635 New
MIM
18
Morningstar Investment Management
Illinois
$7.39M 286,561 -32,268 -10%
UBS Group
19
UBS Group
Switzerland
$7.37M 285,600 +80,311 +39%
AWM
20
AE Wealth Management
Kansas
$6.79M 263,082 -26,804 -9%
FWM
21
Foresight Wealth Management
Utah
$6.37M 246,941 +7,226 +3%
SS
22
Simplicity Solutions
Minnesota
$6.19M 239,877 -35,671 -13%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$6.08M 235,507 +22,963 +11%
BCA
24
Biltmore Capital Advisors
New Jersey
$5.64M 218,520 +218,520 New
TLP
25
Trinity Legacy Partners
Texas
$5.6M 217,082 +15,275 +8%