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Global X US Preferred ETF

285 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
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
CA
126
Continuum Advisory
Idaho
$640K
HAM
127
Hickory Asset Management
Ohio
$639K
TA
128
TrueWealth Advisors
Alabama
$620K
OCM
129
Objective Capital Management
Ohio
$614K
IA
130
Inspire Advisors
Idaho
$603K
HWAM
131
Hennion & Walsh Asset Management
New Jersey
$588K
AWA
132
Acorn Wealth Advisors
Michigan
$577K
PTC
133
Private Trust Company
Ohio
$564K
AWM
134
Activest Wealth Management
Florida
$560K
MWA
135
Meridian Wealth Advisors
Texas
$546K
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$536K
MFS
137
Madrona Financial Services
Washington
$530K
CF
138
Centaurus Financial
California
$529K
KBFS
139
Kohmann Bosshard Financial Services
Ohio
$523K
Corient Private Wealth
140
Corient Private Wealth
Florida
$516K
WWM
141
Western Wealth Management
Colorado
$513K
BWMG
142
Barnes Wealth Management Group
California
$502K
MFA
143
Millington Financial Advisors
Illinois
$495K
CA
144
CSM Advisors
Pennsylvania
$492K
MCA
145
MSH Capital Advisors
Arizona
$489K
WCM
146
WealthBridge Capital Management
Ohio
$484K
PWM
147
Perigon Wealth Management
California
$480K
SBH
148
Segall Bryant & Hamill
Illinois
$479K
WA
149
WBH Advisory
Maryland
$478K
NCM
150
Nelson Capital Management
California
$465K