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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
TA
126
TrueWealth Advisors
Alabama
$644K
CTC
127
Central Trust Company
Missouri
$640K
RDFA
128
Ritter Daniher Financial Advisory
Ohio
$638K
PWM
129
Perigon Wealth Management
California
$614K
NCM
130
Nelson Capital Management
California
$604K
AWA
131
Acorn Wealth Advisors
Michigan
$596K
CF
132
Centaurus Financial
California
$593K
PTC
133
Private Trust Company
Ohio
$582K
AWM
134
Activest Wealth Management
Florida
$580K
MWA
135
Meridian Wealth Advisors
Texas
$563K
WA
136
WBH Advisory
Maryland
$559K
Corient Private Wealth
137
Corient Private Wealth
Florida
$548K
MFS
138
Madrona Financial Services
Washington
$547K
BWMG
139
Barnes Wealth Management Group
California
$544K
MCA
140
MSH Capital Advisors
Arizona
$540K
FFA
141
Farther Finance Advisors
California
$523K
FCBT
142
First Citizens Bank & Trust
North Carolina
$509K
MFA
143
Millington Financial Advisors
Illinois
$503K
SBH
144
Segall Bryant & Hamill
Illinois
$502K
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$502K
WCM
146
WealthBridge Capital Management
Ohio
$499K
HWAM
147
Hennion & Walsh Asset Management
New Jersey
$467K
LFAS
148
Level Four Advisory Services
Texas
$466K
FCA
149
FLC Capital Advisors
California
$455K
GAM
150
Gotham Asset Management
New York
$447K