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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
GVAG
76
Great Valley Advisor Group
Delaware
$2.28M
CBT
77
Crews Bank & Trust
Florida
$2.23M
GWM
78
GSB Wealth Management
Connecticut
$2.21M
CWP
79
Cyndeo Wealth Partners
Florida
$1.87M
CWM
80
CIBC World Markets
New York
$1.75M
EH
81
Equitable Holdings
New York
$1.72M
CIBC World Market
82
CIBC World Market
Ontario, Canada
$1.65M
AF
83
Apollon Financial
South Carolina
$1.62M
PPWM
84
Perissos Private Wealth Management
Oklahoma
$1.6M
CW
85
CreativeOne Wealth
Kansas
$1.59M
FAIM
86
Financial Advocates Investment Management
Washington
$1.58M
NA
87
NewEdge Advisors
Louisiana
$1.57M
PS
88
Principal Securities
Iowa
$1.5M
MFG
89
Merit Financial Group
Georgia
$1.49M
FA
90
FF Advisors
California
$1.47M
GLA
91
Good Life Advisors
Pennsylvania
$1.46M
IRC
92
Investors Research Corp
Georgia
$1.43M
MA
93
Mutual Advisors
Nebraska
$1.43M
AWM
94
Apollon Wealth Management
South Carolina
$1.33M
DSC
95
Duncker Streett & Co
Missouri
$1.31M
ACM
96
Advisors Capital Management
New Jersey
$1.31M
PFS
97
Prospect Financial Services
New York
$1.3M
FHA
98
Flagship Harbor Advisors
Massachusetts
$1.29M
PGF
99
Plan Group Financial
Oklahoma
$1.29M
WA
100
Waverly Advisors
Alabama
$1.26M