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Global X US Preferred ETF

262 hedge funds and large institutions have $1.23B invested in Global X US Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 100 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
3.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
52
Increased
77
Reduced
100
Closed
22
Calls
$889K
Puts
$266K
Net Calls
+$623K
Net Calls Change
+$387K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$150M 7,733,318 +4,223,777 +120%
Bank of America
2
Bank of America
North Carolina
$109M 5,620,220 +1,524,563 +37%
Wells Fargo
3
Wells Fargo
California
$109M 5,609,691 -249,112 -4%
LPL Financial
4
LPL Financial
California
$89M 4,586,404 +3,067,676 +202%
CSIA
5
Charles Schwab Investment Advisory
California
$48.3M 2,490,909 +24,596 +1%
RA
6
Rational Advisors
New York
$43.5M 2,241,280 +129,860 +6%
GXJ
7
Global X Japan
Japan
$40.7M 2,098,350 +2,098,350 New
OWM
8
Orgel Wealth Management
Wisconsin
$34.1M 1,758,206 -2,913,812 -62%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$27.5M 1,416,403 -82,698 -6%
SOWBOCOPL
10
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26M 1,341,305
FAM
11
Flaharty Asset Management
Florida
$25M 1,287,940 -527,260 -29%
RWG
12
Ratio Wealth Group
Colorado
$22.8M 1,172,798 +131,025 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$19.4M 1,000,540 -427,752 -30%
Lido Advisors
14
Lido Advisors
California
$19.2M 986,169 -310,015 -24%
KBFS
15
Kohmann Bosshard Financial Services
Ohio
$18.7M 962,878 -4,164 -0.4%
FMLI
16
Fukoku Mutual Life Insurance
Japan
$17.8M 919,000
FSC
17
Full Sail Capital
Oklahoma
$17.8M 916,810 +149,284 +19%
AssetMark Inc
18
AssetMark Inc
California
$16.9M 868,846 -21,090 -2%
Creative Planning
19
Creative Planning
Kansas
$16.6M 854,845 +51,974 +6%
Toronto Dominion Bank
20
Toronto Dominion Bank
Ontario, Canada
$16M 826,500 +127,500 +18%
TPW
21
Tiller Private Wealth
Pennsylvania
$15.6M 805,952 -29,550 -4%
UBS Group
22
UBS Group
Switzerland
$15.3M 791,153 +18,712 +2%
AMG
23
Advisors Management Group
Wisconsin
$13.2M 680,218 -1,321 -0.2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$12.4M 641,025 +130,979 +26%
Mariner
25
Mariner
Kansas
$11.5M 595,212 +22,905 +4%