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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
IFPG
126
Intrepid Financial Planning Group
Indiana
$652K
CA
127
Continuum Advisory
Idaho
$640K
HAM
128
Hickory Asset Management
Ohio
$639K
TA
129
TrueWealth Advisors
Alabama
$620K
OCM
130
Objective Capital Management
Ohio
$614K
IA
131
Inspire Advisors
Idaho
$603K
HWAM
132
Hennion & Walsh Asset Management
New Jersey
$588K
AWA
133
Acorn Wealth Advisors
Michigan
$577K
PTC
134
Private Trust Company
Ohio
$564K
AWM
135
Activest Wealth Management
Florida
$560K
MWA
136
Meridian Wealth Advisors
Texas
$546K
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$536K
MFS
138
Madrona Financial Services
Washington
$530K
CF
139
Centaurus Financial
California
$529K
KBFS
140
Kohmann Bosshard Financial Services
Ohio
$523K
Corient Private Wealth
141
Corient Private Wealth
Florida
$516K
WWM
142
Western Wealth Management
Colorado
$513K
BWMG
143
Barnes Wealth Management Group
California
$502K
MFA
144
Millington Financial Advisors
Illinois
$495K
CA
145
CSM Advisors
Pennsylvania
$492K
MCA
146
MSH Capital Advisors
Arizona
$489K
WCM
147
WealthBridge Capital Management
Ohio
$484K
PWM
148
Perigon Wealth Management
California
$480K
SBH
149
Segall Bryant & Hamill
Illinois
$479K
WA
150
WBH Advisory
Maryland
$478K