We are live on ! Find out more
PFFD icon

Global X US Preferred ETF

281 hedge funds and large institutions have $1.2B invested in Global X US Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 92

3.14% more ownership

Funds ownership: 52.66%55.8% (+3.1%)

3% more capital invested

Capital invested by funds: $1.16B → $1.2B (+$39.5M)

0% less funds holding

Funds holding: 282281 (-1)

Holders
281
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
34
Increased
105
Reduced
92
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$86.8K
GSWM
227
Golden State Wealth Management
California
$81.7K -$36.7K -1,920 -30%
TFG
228
Team Financial Group
California
$79.9K +$1.21K +63 +1%
CFD
229
Creative Financial Designs
Indiana
$75.7K +$7.8K +408 +11%
PB
230
Pinnacle Bancorp
Nebraska
$73.7K
FFO
231
Fortitude Family Office
Arizona
$65.2K
TAR
232
Trask Adam Roland
$59.8K +$62.2K +3,252 New
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$58.7K +$24K +1,256 +65%
RF
234
Rossby Financial
Florida
$58.6K +$60.9K +3,186 New
UB
235
UMB Bank
Missouri
$54.5K
IAAG
236
Innovative Asset Advisors Group
Connecticut
$52.6K +$54.7K +2,861 New
AF
237
Abound Financial
California
$49.9K
VWM
238
Vermillion Wealth Management
Minnesota
$49K +$784 +41 +2%
TC
239
Truvestments Capital
Florida
$47.2K +$49.1K +2,566 New
RFP
240
Root Financial Partners
California
$43.6K +$45.3K +2,370 New
BFP
241
Birchwood Financial Partners
Minnesota
$39K
TWC
242
TD Waterhouse Canada
Ontario, Canada
$36.8K +$38.3K +2,000 New
HR
243
Howe & Rusling
New York
$36.4K
WA
244
WPG Advisers
Maryland
$33.2K +$1.47K +77 +4%
EWM
245
Evolution Wealth Management
Florida
$30.1K -$6.54K -342 -17%
ACA
246
Aptus Capital Advisors
Alabama
$28.8K
CTWM
247
Cherry Tree Wealth Management
Minnesota
$24.5K
OSNBOA
248
Old Second National Bank of Aurora
Illinois
$18.4K
GSEP
249
Golden State Equity Partners
California
$15.6K +$16.2K +849 New
NECFA
250
New England Capital Financial Advisors
Connecticut
$15.1K