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Global X US Preferred ETF

282 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

2% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 102

1% more funds holding

Funds holding: 280282 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4.33% less ownership

Funds ownership: 56.99%52.66% (-4.3%)

13% less capital invested

Capital invested by funds: $1.34B → $1.16B (-$179M)

Holders
282
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
104
Reduced
102
Closed
24
Calls
$229K
Puts
Net Calls
+$229K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
76
Hegarty Advisors
New York
$1.87M +$1.89M +98,955 New
WA
77
Waverly Advisors
Alabama
$1.81M +$359K +18,751 +24%
PRI
78
Prepared Retirement Institute
Pennsylvania
$1.8M +$21.9K +1,147 +1%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$1.64M
CWP
80
Cyndeo Wealth Partners
Florida
$1.63M -$238K -12,467 -13%
NA
81
NewEdge Advisors
Louisiana
$1.61M -$1.22M -63,614 -43%
PS
82
Principal Securities
Iowa
$1.5M +$50.1K +2,619 +3%
EH
83
Equitable Holdings
New York
$1.46M -$390K -20,390 -21%
MA
84
Mutual Advisors
Nebraska
$1.45M -$39.1K -2,044 -3%
CW
85
CreativeOne Wealth
Kansas
$1.42M +$129K +6,748 +10%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$1.41M +$96.4K +5,039 +7%
GWM
87
GSB Wealth Management
Connecticut
$1.41M -$119K -6,235 -8%
ES
88
Eagle Strategies
New York
$1.36M -$31.3K -1,637 -2%
IRC
89
Investors Research Corp
Georgia
$1.36M -$15.2K -796 -1%
PPWM
90
Perissos Private Wealth Management
Oklahoma
$1.36M -$20.8K -1,089 -1%
ACM
91
Advisors Capital Management
New Jersey
$1.32M +$20.9K +1,095 +2%
PT
92
Plimoth Trust
Massachusetts
$1.29M -$2.12K -111 -0.2%
UA
93
Unison Advisors
District of Columbia
$1.28M +$41.7K +2,183 +3%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.25M +$53.4K +2,791 +4%
Mariner
95
Mariner
Kansas
$1.17M -$861K -45,009 -42%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$1.15M +$320K +16,740 +38%
NL
97
NWAM LLC
Washington
$1.08M +$83K +4,341 +9%
AP
98
Appleton Partners
Massachusetts
$1.05M -$567K -29,640 -35%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$1.05M -$26.6K -1,389 -2%
Corient Private Wealth
100
Corient Private Wealth
Florida
$1.04M +$513K +26,853 +95%