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Global X US Preferred ETF

286 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
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$910K
Puts
$394K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.24M
PT
102
Plimoth Trust
Massachusetts
$1.2M
UA
103
Unison Advisors
District of Columbia
$1.19M
AWM
104
Accel Wealth Management
Iowa
$1.16M
RF
105
RHS Financial
California
$1.13M
BCM
106
Bluefin Capital Management
New York
$1.12M
KIM
107
Kestra Investment Management
Texas
$1.06M
ES
108
Eagle Strategies
New York
$1.04M
KBFS
109
Kohmann Bosshard Financial Services
Ohio
$1.02M
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$947K
FCA
111
FLC Capital Advisors
California
$936K
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$920K
VAS
113
Vestmark Advisory Solutions
Massachusetts
$905K
NL
114
NWAM LLC
Washington
$903K
AW
115
Alteri Wealth
California
$850K
TA
116
TrueWealth Advisors
Alabama
$826K
TCM
117
Triumph Capital Management
Colorado
$800K
EFS
118
Essex Financial Services
Connecticut
$755K
LSA
119
L & S Advisors
California
$745K
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$745K
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$719K
IIA
122
Integral Investment Advisors
California
$717K
AIFAIM
123
American Institute for Advanced Investment Management
Arizona
$703K
CCM
124
Crew Capital Management
Ohio
$681K
AAS
125
Avantax Advisory Services
Texas
$669K