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
BEC
51
Blue Edge Capital
Virginia
$3.71M +$148K +7,718 +4%
FTS
52
Fifth Third Securities
Ohio
$3.59M +$209K +10,913 +6%
Osaic Holdings
53
Osaic Holdings
Arizona
$3.37M +$1.03M +53,931 +42%
SS
54
SBI Securities
Japan
$3.35M -$194K -10,118 -5%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$3.34M +$3.47M +181,630 New
ASN
56
Advisory Services Network
Georgia
$3.17M +$203K +10,614 +7%
P
57
&Partners
Tennessee
$2.93M +$463K +24,210 +18%
AC
58
AlphaCore Capital
California
$2.9M +$115K +6,004 +4%
RSWM
59
Robertson Stephens Wealth Management
California
$2.8M -$825K -43,115 -22%
WIM
60
WealthPlan Investment Management
Nebraska
$2.63M +$421K +22,018 +18%
JP Morgan Chase
61
JP Morgan Chase
New York
$2.57M +$139K +7,254 +5%
SF
62
Summit Financial
New Jersey
$2.43M +$70.6K +3,693 +3%
FA
63
FF Advisors
California
$2.41M +$114K +5,947 +5%
PAG
64
Private Advisor Group
New Jersey
$2.4M -$258K -13,479 -9%
GCA
65
Greenwood Capital Associates
South Carolina
$2.32M +$64.7K +3,384 +3%
GIA
66
Gladstone Institutional Advisory
Florida
$2.31M +$106K +5,520 +5%
GVAG
67
Great Valley Advisor Group
Delaware
$2.23M -$286K -14,974 -11%
Jane Street
68
Jane Street
New York
$2.21M +$1.29M +67,577 +129%
CBT
69
Crews Bank & Trust
Florida
$2.2M -$17.2K -900 -0.7%
SWP
70
Stratos Wealth Partners
Ohio
$2.13M -$151K -7,908 -6%
TW
71
Trajan Wealth
Arizona
$2.09M +$147K +7,693 +7%
CBU
72
CIBC Bancorp USA
Illinois
$2.09M +$2.17M +113,328 New
WA
73
Waverly Advisors
Alabama
$2.08M +$337K +17,596 +18%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$2.01M +$826K +43,211 +65%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.99M -$25.2M -1,318,217 -92%