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Global X US Preferred ETF

274 hedge funds and large institutions have $1.34B invested in Global X US Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 112 increasing their positions, 97 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$227K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UA
101
Unison Advisors
District of Columbia
$1.27M
AF
102
Apollon Financial
South Carolina
$1.26M
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$1.23M
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$1.1M
AWM
105
Apollon Wealth Management
South Carolina
$1.06M
AW
106
Alteri Wealth
California
$1.02M
NL
107
NWAM LLC
Washington
$995K
LSA
108
L & S Advisors
California
$993K
AAA
109
Adams Asset Advisors
Texas
$974K
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$923K
PFS
111
Prospect Financial Services
New York
$918K
TCM
112
Triumph Capital Management
Colorado
$911K
RF
113
RHS Financial
California
$889K
SPWG
114
Syntegra Private Wealth Group
Missouri
$875K
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$861K
OCM
116
Objective Capital Management
Ohio
$838K
KIM
117
Kestra Investment Management
Texas
$825K
MFG
118
Merit Financial Group
Georgia
$795K
AWM
119
Accel Wealth Management
Iowa
$781K
EFS
120
Essex Financial Services
Connecticut
$769K
ACI
121
Alpha Cubed Investments
California
$738K
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$709K
AIFAIM
123
American Institute for Advanced Investment Management
Arizona
$706K
IIA
124
Integral Investment Advisors
California
$696K
CA
125
Continuum Advisory
Idaho
$672K