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Global X US Preferred ETF

286 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
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$910K
Puts
$394K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
51
SWS Partners
Ohio
$4.74M
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$4.56M
IP
53
Integras Partners
Georgia
$4.51M
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.39M
AP
55
Appleton Partners
Massachusetts
$4.33M
RSWM
56
Robertson Stephens Wealth Management
California
$4.14M
LFPWM
57
Leicht Financial Planning & Wealth Management
New Jersey
$4.05M
Mariner
58
Mariner
Kansas
$4M
BEC
59
Blue Edge Capital
Virginia
$3.72M
PAG
60
Private Advisor Group
New Jersey
$3.23M
FTS
61
Fifth Third Securities
Ohio
$3.04M
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$2.96M
AC
63
AlphaCore Capital
California
$2.96M
Goldman Sachs
64
Goldman Sachs
New York
$2.92M
SWP
65
Stratos Wealth Partners
Ohio
$2.75M
CF
66
Collier Financial
Colorado
$2.72M
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$2.7M
RW
68
Rockport Wealth
Ohio
$2.61M
PRI
69
Prepared Retirement Institute
Pennsylvania
$2.51M
Osaic Holdings
70
Osaic Holdings
Arizona
$2.46M
GKWIM
71
Gerber Kawasaki Wealth & Investment Management
California
$2.38M
TW
72
Trajan Wealth
Arizona
$2.37M
GIA
73
Gladstone Institutional Advisory
Florida
$2.36M
P
74
&Partners
Tennessee
$2.31M
NA
75
Note Advisors
New York
$2.29M