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Global X US Preferred ETF

279 hedge funds and large institutions have $1.19B invested in Global X US Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
101
Gerber Kawasaki Wealth & Investment Management
California
$1.02M
Mariner
102
Mariner
Kansas
$1.02M
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$1.02M
LSA
104
L & S Advisors
California
$980K
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$978K
DSC
106
Duncker Streett & Co
Missouri
$974K
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$942K
TCM
108
Triumph Capital Management
Colorado
$864K
SPWG
109
Syntegra Private Wealth Group
Missouri
$838K
DK
110
David Kennon
Florida
$800K
CTC
111
Central Trust Company
Missouri
$790K
AP
112
Appleton Partners
Massachusetts
$778K
AF
113
Apollon Financial
South Carolina
$772K
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$751K
SC
115
Scotia Capital
Ontario, Canada
$724K
AAA
116
Adams Asset Advisors
Texas
$723K
BFG
117
Beacon Financial Group
Texas
$696K
AIFAIM
118
American Institute for Advanced Investment Management
Arizona
$689K
IIA
119
Integral Investment Advisors
California
$681K
FCBT
120
First Citizens Bank & Trust
North Carolina
$642K
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$634K
WA
122
WBH Advisory
Maryland
$624K
CWM
123
Collaborative Wealth Management
Florida
$594K
MFG
124
Merit Financial Group
Georgia
$585K
SAM
125
Smithbridge Asset Management
Pennsylvania
$583K