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Global X US Preferred ETF

285 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 119 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
-5
Holders Change %
-1.72%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
24
Increased
119
Reduced
96
Closed
24
Calls
$910K
Puts
$394K
Net Calls
+$516K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
26
Modern Wealth Management
Kansas
$10.6M -$393K -20,624 -4%
CFO
27
Collective Family Office
Pennsylvania
$9.56M +$1.92M +100,690 +25%
CM
28
Columbus Macro
Pennsylvania
$9.09M +$2.28M +119,558 +33%
TLP
29
Trinity Legacy Partners
Texas
$8.41M +$1.7M +90,243 +25%
PAS
30
Park Avenue Securities
New York
$8.32M +$1.1M +57,816 +15%
NGA
31
Naples Global Advisors
Florida
$8.17M +$823K +43,216 +11%
DK
32
David Kennon
Florida
$8.02M +$540K +28,368 +7%
AIM
33
AHL Investment Management
Florida
$7.98M +$629K +33,016 +9%
CWM
34
Collaborative Wealth Management
Florida
$7.9M +$126K +6,638 +2%
KW
35
KWB Wealth
California
$7.49M -$550K -28,182 -7%
AA
36
Aire Advisors
California
$6.5M +$180K +9,473 +3%
MCM
37
MAI Capital Management
Ohio
$6.48M +$2.27M +119,082 +54%
CFG
38
Compton Financial Group
Maryland
$6.47M +$6.47M +340,055 New
HighTower Advisors
39
HighTower Advisors
Illinois
$6.46M -$825K -43,308 -11%
PC
40
Prairiewood Capital
North Dakota
$6.45M +$769K +40,395 +14%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$6.27M -$298K -15,670 -5%
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$6.1M -$53.2K -2,795 -0.9%
KAS
43
Kestra Advisory Services
Texas
$6.01M +$889K +46,688 +17%
MML Investors Services
44
MML Investors Services
Massachusetts
$5.81M -$287K -15,092 -5%
IHWM
45
Iron Horse Wealth Management
Iowa
$5.71M -$2.73M -143,151 -32%
SS
46
SBI Securities
Japan
$5.65M +$101K +5,309 +2%
NYLIM
47
New York Life Investment Management
New York
$5.31M +$1.48M +77,711 +39%
SIS
48
Sound Income Strategies
Florida
$5.29M +$236K +12,380 +5%
TYCC
49
Texas Yale Capital Corp
Florida
$5.24M +$421K +22,109 +9%
WA
50
WealthTrust Axiom
Pennsylvania
$5.19M +$56K +2,941 +1%