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Global X US Preferred ETF

286 hedge funds and large institutions have $1.26B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$384K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PT
101
Plimoth Trust
Massachusetts
$1.23M
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$1.2M
Renaissance Technologies
103
Renaissance Technologies
New York
$1.15M
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$1.15M
GLA
105
Good Life Advisors
Pennsylvania
$1.12M
AWM
106
Apollon Wealth Management
South Carolina
$1.1M
PFS
107
Prospect Financial Services
New York
$1.06M
MFG
108
Merit Financial Group
Georgia
$1.05M
NL
109
NWAM LLC
Washington
$945K
AAA
110
Adams Asset Advisors
Texas
$938K
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$923K
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$908K
AW
113
Alteri Wealth
California
$902K
AWM
114
Accel Wealth Management
Iowa
$877K
RF
115
RHS Financial
California
$858K
TCM
116
Triumph Capital Management
Colorado
$822K
SPWG
117
Syntegra Private Wealth Group
Missouri
$793K
Citadel Advisors
118
Citadel Advisors
Florida
$786K
EFS
119
Essex Financial Services
Connecticut
$747K
ACI
120
Alpha Cubed Investments
California
$733K
IIA
121
Integral Investment Advisors
California
$709K
AAS
122
Avantax Advisory Services
Texas
$708K
AIFAIM
123
American Institute for Advanced Investment Management
Arizona
$695K
Envestnet Portfolio Solutions
124
Envestnet Portfolio Solutions
Illinois
$692K
JP Morgan Chase
125
JP Morgan Chase
New York
$674K