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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 %
GVAG
76
Great Valley Advisor Group
Delaware
$2.28M +$832K +43,706 +58%
CBT
77
Crews Bank & Trust
Florida
$2.23M -$96.2K -5,050 -4%
GWM
78
GSB Wealth Management
Connecticut
$2.21M -$1.72M -90,256 -44%
CWP
79
Cyndeo Wealth Partners
Florida
$1.87M
CWM
80
CIBC World Markets
New York
$1.75M +$47.5K +2,496 +3%
EH
81
Equitable Holdings
New York
$1.72M +$314K +16,512 +22%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$1.65M
AF
83
Apollon Financial
South Carolina
$1.62M -$26.7K -1,400 -2%
PPWM
84
Perissos Private Wealth Management
Oklahoma
$1.6M -$4.28K -225 -0.3%
CW
85
CreativeOne Wealth
Kansas
$1.59M -$6.17K -324 -0.4%
FAIM
86
Financial Advocates Investment Management
Washington
$1.58M +$1.15M +60,162 +264%
NA
87
NewEdge Advisors
Louisiana
$1.57M +$212K +11,145 +16%
PS
88
Principal Securities
Iowa
$1.5M +$18.8K +965 +1%
MFG
89
Merit Financial Group
Georgia
$1.49M -$1.87M -98,177 -56%
FA
90
FF Advisors
California
$1.47M -$34.8K -1,861 -2%
GLA
91
Good Life Advisors
Pennsylvania
$1.46M +$505K +26,543 +53%
IRC
92
Investors Research Corp
Georgia
$1.43M -$1.83K -96 -0.1%
MA
93
Mutual Advisors
Nebraska
$1.43M +$36.2K +1,925 +3%
AWM
94
Apollon Wealth Management
South Carolina
$1.33M +$60.3K +3,165 +5%
DSC
95
Duncker Streett & Co
Missouri
$1.31M -$20.7K -1,085 -2%
ACM
96
Advisors Capital Management
New Jersey
$1.31M +$52.6K +2,760 +4%
PFS
97
Prospect Financial Services
New York
$1.3M +$226K +11,844 +21%
FHA
98
Flagship Harbor Advisors
Massachusetts
$1.29M +$72K +3,779 +6%
PGF
99
Plan Group Financial
Oklahoma
$1.29M +$982K +51,563 +318%
WA
100
Waverly Advisors
Alabama
$1.26M -$4.99K -262 -0.4%