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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
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$455K
FCBT
152
First Citizens Bank & Trust
North Carolina
$447K
GAM
153
Gotham Asset Management
New York
$433K
FCA
154
FLC Capital Advisors
California
$432K
CTC
155
Central Trust Company
Missouri
$432K
CWM
156
Cornerstone Wealth Management
Missouri
$405K
FFA
157
Farther Finance Advisors
California
$399K
RW
158
RVW Wealth
California
$392K
WWA
159
WCG Wealth Advisors
Nevada
$381K
IWM
160
IHT Wealth Management
Illinois
$376K
BFG
161
Beacon Financial Group
Texas
$373K
LFAS
162
Level Four Advisory Services
Texas
$372K
FCM
163
Firestone Capital Management
Florida
$368K
ANTB
164
AMG National Trust Bank
Colorado
$359K
ASN
165
Advisory Services Network
Georgia
$351K
Stifel Financial
166
Stifel Financial
Missouri
$340K
GM
167
GeoWealth Management
Illinois
$339K
WT
168
Whittier Trust
California
$328K
JIP
169
Jaffetilchin Investment Partners
Florida
$325K
CG
170
CFO4Life Group
Texas
$318K
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$317K
1IA
172
1620 Investment Advisors
Massachusetts
$315K
IC
173
Inscription Capital
Texas
$301K
SS
174
Sunbelt Securities
Texas
$299K
FIA
175
Foundations Investment Advisors
Arizona
$294K