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Global X US Preferred ETF

214 hedge funds and large institutions have $820M invested in Global X US Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 91 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.18% less ownership

Funds ownership: 42.53%40.35% (-2.2%)

4% less funds holding

Funds holding: 223214 (-9)

15% less capital invested

Capital invested by funds: $964M → $820M (-$144M)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

30% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 91

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
214
Holders Change
-9
Holders Change %
-4.04%
% of All Funds
3.61%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
33
Increased
64
Reduced
91
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
1
Eaton Vance Management
Massachusetts
$65.8M +$43.4M +2,002,010 +182%
Bank of America
2
Bank of America
North Carolina
$61.6M +$24.2M +1,114,205 +62%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$46.3M +$7.48M +345,074 +19%
RA
4
Rational Advisors
New York
$45.9M -$12.1M -556,479 -20%
CSIA
5
Charles Schwab Investment Advisory
California
$44.2M +$993K +45,804 +2%
Morgan Stanley
6
Morgan Stanley
New York
$41.4M +$10.7M +492,728 +34%
Lido Advisors
7
Lido Advisors
California
$29.2M +$665K +30,683 +2%
RWG
8
Ratio Wealth Group
Colorado
$26.3M +$4.64M +213,989 +21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$25.8M -$3.89M -179,476 -13%
AssetMark Inc
10
AssetMark Inc
California
$22.7M +$1.4M +64,620 +6%
LPL Financial
11
LPL Financial
California
$21.9M -$4.52M -208,727 -17%
FMLI
12
Fukoku Mutual Life Insurance
Japan
$19.5M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.1M
CI
14
Conning Inc
Connecticut
$16.4M
UBS Group
15
UBS Group
Switzerland
$14.8M -$4.05M -186,599 -21%
KBFS
16
Kohmann Bosshard Financial Services
Ohio
$13.3M +$406K +18,741 +3%
TLP
17
Trinity Legacy Partners
Texas
$10.8M -$358K -16,516 -3%
MAM
18
Madison Asset Management
Wisconsin
$10.4M +$10.6M +490,259 New
FSC
19
Full Sail Capital
Oklahoma
$10.1M +$3.31M +152,490 +47%
Mariner
20
Mariner
Kansas
$9.79M -$12.4M -574,236 -55%
MCM
21
MAI Capital Management
Ohio
$9.13M +$467K +21,541 +5%
SCI
22
Stableford Capital II
Arizona
$8.74M +$212K +9,771 +3%
MFG
23
Merit Financial Group
Georgia
$8.58M +$4.22M +194,877 +93%
CFO
24
Collective Family Office
Pennsylvania
$8.39M +$1.61M +74,406 +23%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$7.89M +$1.06M +49,114 +15%