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Global X US Preferred ETF

151 hedge funds and large institutions have $663M invested in Global X US Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 22 reducing their positions, and 20 closing their positions.

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.66%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
39
Increased
79
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$63M 2,469,543 +855,968 +53%
Morgan Stanley
2
Morgan Stanley
New York
$49M 1,919,352 +1,044,805 +119%
CSIA
3
Charles Schwab Investment Advisory
California
$41.1M 1,609,863 +106,326 +7%
EVM
4
Eaton Vance Management
Massachusetts
$28M 1,095,700 +1,095,700 New
AssetMark Inc
5
AssetMark Inc
California
$27.9M 1,094,735 +230,433 +27%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$27.6M 1,055,897
LPL Financial
7
LPL Financial
California
$23.3M 914,823 +703,372 +333%
RA
8
Rational Advisors
New York
$19.2M 753,116 +445,960 +145%
RWG
9
Ratio Wealth Group
Colorado
$17.9M 700,098 +327,571 +88%
BFS
10
Bard Financial Services
Connecticut
$16M 625,387 +19,478 +3%
TPW
11
Tiller Private Wealth
Pennsylvania
$15.4M 603,306 +53,170 +10%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$15.3M 600,183 +462,422 +336%
Lido Advisors
13
Lido Advisors
California
$14.5M 567,165 +232,119 +69%
FMLI
14
Fukoku Mutual Life Insurance
Japan
$14.4M 564,000 +564,000 New
APA
15
Allegiant Private Advisors
Florida
$13.3M 522,030 +216,395 +71%
HCIA
16
Hochman Cole Investment Advisors
Illinois
$11M 430,157 +38,741 +10%
UBS Group
17
UBS Group
Switzerland
$10.8M 423,707 +138,107 +48%
CFO
18
Collective Family Office
Pennsylvania
$10.3M 402,746 +23,167 +6%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$9.4M 368,570 +368,570 New
TLP
20
Trinity Legacy Partners
Texas
$9.34M 361,210 +144,128 +66%
ACM
21
Advisors Capital Management
New Jersey
$9.08M 356,044 +30,277 +9%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$8.89M 348,356 +208,036 +148%
SCI
23
Stableford Capital II
Arizona
$7.85M 307,515 +296,248 +2,629%
MIM
24
Morningstar Investment Management
Illinois
$7.82M 306,521 +19,960 +7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$7.78M 305,069 -148,405 -33%