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Global X US Preferred ETF

285 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$384K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$104K
SAM
227
Smartleaf Asset Management
Massachusetts
$102K
BBHC
228
Brown Brothers Harriman & Co
New York
$96K
GWSG
229
GPS Wealth Strategies Group
Colorado
$90K
CFD
230
Creative Financial Designs
Indiana
$88.4K
HR
231
Howe & Rusling
New York
$80.6K
TFG
232
Team Financial Group
California
$78.2K
PB
233
Pinnacle Bancorp
Nebraska
$75.4K
FFO
234
Fortitude Family Office
Arizona
$66.7K
FFWM
235
Future Financial Wealth Management
Ohio
$62.2K
UB
236
UMB Bank
Missouri
$55.8K
William Blair & Company
237
William Blair & Company
Illinois
$51.4K
CTWM
238
Cherry Tree Wealth Management
Minnesota
$50.9K
VWM
239
Vermillion Wealth Management
Minnesota
$48K
WA
240
WPG Advisers
Maryland
$34.7K
WTC
241
WhitTier Trust Company
Nevada
$29.9K
ACA
242
Aptus Capital Advisors
Alabama
$29.4K
FHA
243
First Horizon Advisors
Tennessee
$28K
AF
244
Allworth Financial
California
$27.2K
NMG
245
New Millennium Group
Utah
$23.5K
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$21.1K
GJIA
247
Glass Jacobson Investment Advisors
Maryland
$19.1K
OSNBOA
248
Old Second National Bank of Aurora
Illinois
$18.8K
AAP
249
Arax Advisory Partners
Colorado
$15.6K
NECFA
250
New England Capital Financial Advisors
Connecticut
$15.5K