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Global X US Preferred ETF

281 hedge funds and large institutions have $1.2B invested in Global X US Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 92

3.14% more ownership

Funds ownership: 52.66%55.8% (+3.1%)

3% more capital invested

Capital invested by funds: $1.16B → $1.2B (+$39.5M)

0% less funds holding

Funds holding: 282281 (-1)

Holders
281
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
34
Increased
105
Reduced
92
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
Merit Financial Group
Georgia
$585K -$33.2K -1,734 -5%
SAM
127
Smithbridge Asset Management
Pennsylvania
$583K +$606K +31,700 New
TLP
128
Trinity Legacy Partners
Texas
$581K -$28.6K -1,493 -5%
First Manhattan
129
First Manhattan
New York
$570K +$592K +30,965 New
JWBC
130
John W. Brooker & Co
California
$564K +$238K +12,452 +68%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$562K +$584K +30,554 New
FFA
132
Farther Finance Advisors
California
$561K -$10.4K -543 -2%
PWM
133
Perigon Wealth Management
California
$554K -$25.7K -1,345 -4%
AWA
134
Acorn Wealth Advisors
Michigan
$550K -$4.4K -230 -0.8%
WB
135
Webster Bank
Connecticut
$550K +$554K +28,990 +3,294%
MCA
136
MSH Capital Advisors
Arizona
$537K +$4.53K +237 +0.8%
MWA
137
Meridian Wealth Advisors
Texas
$534K
CF
138
Centaurus Financial
California
$532K -$18.9K -989 -3%
EFS
139
Essex Financial Services
Connecticut
$530K -$593 -31 -0.1%
PTC
140
Private Trust Company
Ohio
$529K -$23K -1,200 -4%
TA
141
TrueWealth Advisors
Alabama
$501K -$47.9K -2,502 -8%
OCA
142
OpenArc Corporate Advisory
Georgia
$486K +$506K +26,433 New
WCM
143
WealthBridge Capital Management
Ohio
$473K
ANTB
144
AMG National Trust Bank
Colorado
$473K +$155K +8,100 +46%
GAM
145
Gotham Asset Management
New York
$470K +$13.7K +714 +3%
AWM
146
Accel Wealth Management
Iowa
$466K -$141K -7,357 -23%
1IA
147
1620 Investment Advisors
Massachusetts
$455K +$41.5K +2,169 +10%
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$449K -$171K -8,924 -27%
WWM
149
Western Wealth Management
Colorado
$443K -$13.6K -709 -3%
SBH
150
Segall Bryant & Hamill
Illinois
$430K -$23.1K -1,208 -5%