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Global X US Preferred ETF

190 hedge funds and large institutions have $1.09B invested in Global X US Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
3.34%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
30
Increased
110
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ETC
1
Exchange Traded Concepts
Oklahoma
$106M 4,096,172 +4,096,172 New
BCM
2
Brookstone Capital Management
Illinois
$72.2M 2,810,302 +47,215 +2%
Bank of America
3
Bank of America
North Carolina
$69.6M 2,703,580 +153,147 +6%
Morgan Stanley
4
Morgan Stanley
New York
$56.9M 2,208,461 +320,054 +17%
CSIA
5
Charles Schwab Investment Advisory
California
$47.2M 1,833,490 +104,263 +6%
RA
6
Rational Advisors
New York
$40.8M 1,583,137 +3,749 +0.2%
LPL Financial
7
LPL Financial
California
$36.3M 1,408,761 +207,958 +17%
AssetMark Inc
8
AssetMark Inc
California
$26.9M 1,043,886 -18,029 -2%
Mariner
9
Mariner
Kansas
$26.9M 1,043,132 +1,043,132 New
RWG
10
Ratio Wealth Group
Colorado
$26.2M 1,015,417 +198,498 +24%
Lido Advisors
11
Lido Advisors
California
$25.1M 976,296 +163,464 +20%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$23.9M 929,320 +553,969 +148%
FMLI
13
Fukoku Mutual Life Insurance
Japan
$23.7M 919,000
EVM
14
Eaton Vance Management
Massachusetts
$22.1M 859,100 -241,200 -22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
15
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M 800,000 +800,000 New
CI
16
Conning Inc
Connecticut
$20M 775,225
William Blair & Company
17
William Blair & Company
Illinois
$19.9M 771,324 +503,838 +188%
UBS Group
18
UBS Group
Switzerland
$19.8M 769,453 +147,076 +24%
BFS
19
Bard Financial Services
Connecticut
$18.6M 723,740 +62,793 +10%
TPW
20
Tiller Private Wealth
Pennsylvania
$17.3M 670,963 +29,023 +5%
HCIA
21
Hochman Cole Investment Advisors
Illinois
$14.3M 553,362 +13,506 +3%
CCC
22
Crescent Capital Consulting
Louisiana
$13.2M 513,482 +161,261 +46%
CFO
23
Collective Family Office
Pennsylvania
$12.9M 499,228 +24,062 +5%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$12.8M 497,409 +194,536 +64%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$12.1M 470,387 +83,901 +22%