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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
UBS Group
26
UBS Group
Switzerland
$12.4M -$534K -27,907 -4%
NGA
27
Naples Global Advisors
Florida
$10.9M +$1.08M +56,229 +10%
CI
28
Conning Inc
Connecticut
$10.7M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$10.6M -$2.82M -147,371 -20%
Raymond James Financial
30
Raymond James Financial
Florida
$10.4M +$2.04M +106,640 +23%
CIC
31
Carnegie Investment Counsel
Ohio
$9.15M +$1.96M +102,320 +26%
Mirae Asset Global ETFs Holdings
32
Mirae Asset Global ETFs Holdings
Hong Kong
$8.11M +$638K +33,382 +8%
MML Investors Services
33
MML Investors Services
Massachusetts
$7.65M -$1.05M -55,079 -12%
PC
34
Prairiewood Capital
North Dakota
$7.41M +$314K +16,399 +4%
ACM
35
AlphaStar Capital Management
North Carolina
$7.05M +$1.55M +80,921 +27%
Ameriprise
36
Ameriprise
Minnesota
$6.93M -$1.71M -89,157 -19%
KAS
37
Kestra Advisory Services
Texas
$6.59M -$361K -18,857 -5%
TYCC
38
Texas Yale Capital Corp
Florida
$6.47M +$206K +10,788 +3%
AA
39
Aire Advisors
California
$6.42M +$306K +15,979 +5%
PAS
40
Park Avenue Securities
New York
$6.19M -$1.34M -70,285 -17%
WA
41
WealthTrust Axiom
Pennsylvania
$6.06M +$46.8K +2,447 +0.7%
SP
42
SWS Partners
Ohio
$5.79M +$258K +13,473 +4%
PGF
43
Plan Group Financial
Oklahoma
$5.66M +$426K +22,269 +8%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$5.62M -$1.74M -91,100 -23%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$5.42M +$5.64M +294,844 New
AC
46
Apella Capital
Connecticut
$5.37M -$215K -11,238 -4%
HighTower Advisors
47
HighTower Advisors
Illinois
$4.28M -$351K -18,339 -7%
SIS
48
Sound Income Strategies
Florida
$4.24M -$229K -11,978 -5%
IAA
49
Independent Advisor Alliance
North Carolina
$3.84M +$3.99M +208,586 New
FIB
50
First Interstate Bank
Montana
$3.77M +$500K +26,138 +15%