PFFD icon

Global X US Preferred ETF

223 hedge funds and large institutions have $964M invested in Global X US Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 77 reducing their positions, and 31 closing their positions.

Holders
223
Holders Change
-7
Holders Change %
-3.04%
% of All Funds
3.53%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
32
Increased
94
Reduced
77
Closed
31
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
-$205K
Name Market Value Shares Shares
Change
Shares
Change %
RA
1
Rational Advisors
New York
$63.9M 2,719,415 +689,942 +34%
CSIA
2
Charles Schwab Investment Advisory
California
$47.8M 2,035,821 +147,587 +8%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$43.2M 1,839,157 +388,256 +27%
Bank of America
4
Bank of America
North Carolina
$42.1M 1,790,337 -1,148,826 -39%
ETC
5
Exchange Traded Concepts
Oklahoma
$41.7M 1,776,500 +100,899 +6%
Morgan Stanley
6
Morgan Stanley
New York
$34.3M 1,457,917 -791,807 -35%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$32.8M 1,396,451 +271,874 +24%
Lido Advisors
8
Lido Advisors
California
$31.7M 1,346,987 +218,941 +19%
LPL Financial
9
LPL Financial
California
$29.1M 1,238,902 -547,353 -31%
EVM
10
Eaton Vance Management
Massachusetts
$25.8M 1,099,100 +135,000 +14%
Mariner
11
Mariner
Kansas
$24.3M 1,035,842 +50,903 +5%
RWG
12
Ratio Wealth Group
Colorado
$24.1M 1,023,815 -105,162 -9%
AssetMark Inc
13
AssetMark Inc
California
$23.7M 1,006,475 -33,741 -3%
FMLI
14
Fukoku Mutual Life Insurance
Japan
$21.6M 919,000
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
15
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.2M 900,000 +300,000 +50%
UBS Group
16
UBS Group
Switzerland
$20.8M 884,310 -48,993 -5%
CI
17
Conning Inc
Connecticut
$18.2M 775,225
OSNBOA
18
Old Second National Bank of Aurora
Illinois
$17.4M 740,475 +740,475 New
TPW
19
Tiller Private Wealth
Pennsylvania
$16.7M 709,149 +15,949 +2%
KBFS
20
Kohmann Bosshard Financial Services
Ohio
$14.2M 606,212 +127,101 +27%
TLP
21
Trinity Legacy Partners
Texas
$12.2M 520,716 +47,446 +10%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$11.1M 473,096 +12,327 +3%
AWM
23
AE Wealth Management
Kansas
$10.3M 437,553 +40,560 +10%
MCM
24
MAI Capital Management
Ohio
$9.61M 408,983 -144,968 -26%
EFS
25
Econ Financial Services
Pennsylvania
$8.75M 372,167 +350,972 +1,656%