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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
HA
76
Hegarty Advisors
New York
$1.85M +$34.1K +1,785 +2%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$1.82M -$156K -8,172 -8%
CWP
78
Cyndeo Wealth Partners
Florida
$1.81M +$233K +12,206 +14%
EH
79
Equitable Holdings
New York
$1.71M +$257K +13,412 +17%
PRI
80
Prepared Retirement Institute
Pennsylvania
$1.65M -$98K -5,122 -5%
TCM
81
Traub Capital Management
Massachusetts
$1.6M -$396K -20,688 -19%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$1.59M
PS
83
Principal Securities
Iowa
$1.48M +$24.3K +1,270 +2%
ES
84
Eagle Strategies
New York
$1.47M +$149K +7,774 +11%
VAS
85
Vestmark Advisory Solutions
Massachusetts
$1.46M +$96.2K +5,031 +7%
CW
86
CreativeOne Wealth
Kansas
$1.43M +$49.9K +2,610 +3%
NA
87
NewEdge Advisors
Louisiana
$1.38M -$195K -10,208 -12%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$1.38M -$731K -38,234 -34%
ACM
89
Advisors Capital Management
New Jersey
$1.37M +$91.7K +4,795 +7%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$1.7M -89,091 -56%
UA
91
Unison Advisors
District of Columbia
$1.28M +$42.1K +2,199 +3%
PT
92
Plimoth Trust
Massachusetts
$1.28M +$23K +1,204 +2%
IRC
93
Investors Research Corp
Georgia
$1.28M -$45.3K -2,366 -3%
OCM
94
Objective Capital Management
Ohio
$1.24M +$371K +19,372 +41%
MA
95
Mutual Advisors
Nebraska
$1.16M -$264K -13,793 -18%
TPCW
96
TD Private Client Wealth
New York
$1.14M +$1.18M +61,814 +121,204%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$1.1M -$27.1K -1,416 -2%
NL
98
NWAM LLC
Washington
$1.09M +$78.3K +4,096 +7%
GWM
99
GSB Wealth Management
Connecticut
$1.07M -$305K -15,959 -21%
KIM
100
Kestra Investment Management
Texas
$1.06M +$152K +7,947 +16%