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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
AW
101
Alteri Wealth
California
$1.05M +$70.1K +3,667 +7%
QC
102
Quadrature Capital
United Kingdom
$1.04M +$84K +4,394 +8%
GKWIM
103
Gerber Kawasaki Wealth & Investment Management
California
$1.02M -$1.45M -75,933 -58%
Mariner
104
Mariner
Kansas
$1.02M -$122K -6,391 -10%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$1.02M -$918 -48 -0.1%
LSA
106
L & S Advisors
California
$980K +$52.2K +2,727 +5%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$978K +$741K +38,749 +269%
DSC
108
Duncker Streett & Co
Missouri
$974K -$15.4K -803 -1%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$942K +$463K +24,207 +90%
TCM
110
Triumph Capital Management
Colorado
$864K +$30.9K +1,618 +4%
SPWG
111
Syntegra Private Wealth Group
Missouri
$838K +$36.5K +1,911 +4%
DK
112
David Kennon
Florida
$800K -$3.37M -176,050 -80%
CTC
113
Central Trust Company
Missouri
$790K +$155K +8,122 +23%
AP
114
Appleton Partners
Massachusetts
$778K -$253K -13,227 -24%
AF
115
Apollon Financial
South Carolina
$772K -$95.4K -4,988 -11%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$751K +$14.8K +773 +2%
SC
117
Scotia Capital
Ontario, Canada
$724K +$88.8K +4,644 +13%
AAA
118
Adams Asset Advisors
Texas
$723K -$194K -10,158 -21%
BFG
119
Beacon Financial Group
Texas
$696K +$338K +17,657 +88%
AIFAIM
120
American Institute for Advanced Investment Management
Arizona
$689K +$16.5K +865 +2%
IIA
121
Integral Investment Advisors
California
$681K
FCBT
122
First Citizens Bank & Trust
North Carolina
$642K +$26.9K +1,405 +4%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$634K +$88.6K +4,630 +16%
WA
124
WBH Advisory
Maryland
$624K +$93.6K +4,892 +17%
CWM
125
Collaborative Wealth Management
Florida
$594K -$3.07M -160,274 -83%