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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 %
SP
51
SWS Partners
Ohio
$4.74M +$460K +24,174 +11%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$4.56M -$769K -40,398 -14%
IP
53
Integras Partners
Georgia
$4.51M -$611K -32,094 -12%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.39M -$20K -1,049 -0.5%
AP
55
Appleton Partners
Massachusetts
$4.33M +$177K +9,300 +4%
RSWM
56
Robertson Stephens Wealth Management
California
$4.14M -$155K -8,130 -4%
LFPWM
57
Leicht Financial Planning & Wealth Management
New Jersey
$4.05M +$245K +12,879 +6%
Mariner
58
Mariner
Kansas
$4M -$750K -39,394 -16%
BEC
59
Blue Edge Capital
Virginia
$3.72M -$20.6K -1,084 -0.6%
PAG
60
Private Advisor Group
New Jersey
$3.23M -$78.9K -4,145 -2%
FTS
61
Fifth Third Securities
Ohio
$3.04M +$283K +14,875 +10%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$2.96M -$264K -13,881 -8%
AC
63
AlphaCore Capital
California
$2.96M +$2.96M +155,471 New
Goldman Sachs
64
Goldman Sachs
New York
$2.92M +$2.69M +141,386 +1,158%
SWP
65
Stratos Wealth Partners
Ohio
$2.75M +$166K +8,705 +6%
CF
66
Collier Financial
Colorado
$2.72M +$2.72M +142,813 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$2.7M +$1.64M +85,965 +154%
RW
68
Rockport Wealth
Ohio
$2.61M +$1.01M +53,302 +64%
PRI
69
Prepared Retirement Institute
Pennsylvania
$2.51M -$1.22M -64,100 -33%
Osaic Holdings
70
Osaic Holdings
Arizona
$2.46M -$520K -27,319 -17%
GKWIM
71
Gerber Kawasaki Wealth & Investment Management
California
$2.38M +$133K +6,980 +6%
TW
72
Trajan Wealth
Arizona
$2.37M +$2.37M +124,213 New
GIA
73
Gladstone Institutional Advisory
Florida
$2.36M +$478K +25,109 +25%
P
74
&Partners
Tennessee
$2.31M +$1.06M +55,481 +84%
NA
75
Note Advisors
New York
$2.29M +$197K +10,341 +9%