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Global X US Preferred ETF

230 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 109 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 16

118% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 50

21% more funds holding

Funds holding: 190230 (+40)

7% more capital invested

Capital invested by funds: $1.09B → $1.16B (+$71.6M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.06% less ownership

Funds ownership: 45.3%45.25% (-0.06%)

Holders
230
Holders Change
+40
Holders Change %
+21.05%
% of All Funds
3.54%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
58
Increased
109
Reduced
50
Closed
16
Calls
$407K
Puts
Net Calls
+$407K
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$75.7M +$6.04M +235,583 +9%
BCM
2
Brookstone Capital Management
Illinois
$64.3M -$7.04M -274,880 -10%
Morgan Stanley
3
Morgan Stanley
New York
$58M +$1.06M +41,263 +2%
RA
4
Rational Advisors
New York
$52.3M +$11.4M +446,336 +28%
CSIA
5
Charles Schwab Investment Advisory
California
$48.6M +$1.4M +54,744 +3%
LPL Financial
6
LPL Financial
California
$46M +$9.67M +377,494 +27%
ETC
7
Exchange Traded Concepts
Oklahoma
$43.2M -$62M -2,420,571 -59%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$37.4M +$37.2M +1,450,901 New
RWG
9
Ratio Wealth Group
Colorado
$29.1M +$2.91M +113,560 +11%
Lido Advisors
10
Lido Advisors
California
$29.1M +$3.89M +151,750 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$29M +$5M +195,257 +21%
AssetMark Inc
12
AssetMark Inc
California
$26.8M -$94K -3,670 -0.4%
Mariner
13
Mariner
Kansas
$25.4M -$1.49M -58,193 -6%
EVM
14
Eaton Vance Management
Massachusetts
$24.8M +$2.69M +105,000 +12%
UBS Group
15
UBS Group
Switzerland
$24M +$4.2M +163,850 +21%
FMLI
16
Fukoku Mutual Life Insurance
Japan
$23.7M
CI
17
Conning Inc
Connecticut
$20M
BFS
18
Bard Financial Services
Connecticut
$19.8M +$1.17M +45,792 +6%
William Blair & Company
19
William Blair & Company
Illinois
$18.5M -$1.38M -53,974 -7%
TPW
20
Tiller Private Wealth
Pennsylvania
$17.9M +$570K +22,237 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.5M -$5.12M -200,000 -25%
MCM
22
MAI Capital Management
Ohio
$14.3M +$14.2M +553,951 New
CFO
23
Collective Family Office
Pennsylvania
$14.2M +$1.38M +53,763 +11%
KBFS
24
Kohmann Bosshard Financial Services
Ohio
$12.7M +$12.3M +479,111 New
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$12.4M -$390K -15,241 -3%