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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
WIA
151
World Investment Advisors
California
$424K -$34.9K -1,825 -7%
1L
152
10Elms LLP
Oklahoma
$423K
AWM
153
Activest Wealth Management
Florida
$422K -$135K -7,053 -24%
MFA
154
Millington Financial Advisors
Illinois
$421K +$1.93K +101 +0.5%
Citadel Advisors
155
Citadel Advisors
Florida
$417K +$433K +22,637 New
IWM
156
IHT Wealth Management
Illinois
$416K -$10.3K -541 -2%
PFS
157
Prospect Financial Services
New York
$409K -$164K -8,600 -28%
NCM
158
Nelson Capital Management
California
$409K -$119K -6,223 -22%
AQR Capital Management
159
AQR Capital Management
Connecticut
$400K
NA
160
Note Advisors
New York
$394K -$2.37M -123,768 -85%
HWAM
161
Hennion & Walsh Asset Management
New Jersey
$394K -$861 -45 -0.2%
SAI
162
Savvy Advisors Inc
New York
$387K +$402K +21,037 New
CW
163
Cornerstone Wealth
Tennessee
$384K +$386K +20,201 New
AWM
164
Austin Wealth Management
Texas
$383K +$56.7K +2,967 +17%
MWA
165
Medallion Wealth Advisors
Connecticut
$369K -$20.5K -1,071 -5%
FCA
166
FLC Capital Advisors
California
$367K -$66.6K -3,481 -15%
BWMG
167
Barnes Wealth Management Group
California
$363K -$164K -8,557 -30%
JIP
168
Jaffetilchin Investment Partners
Florida
$359K +$33.6K +1,759 +10%
KCWM
169
Kane Co Wealth Management
Iowa
$357K
WWA
170
WCG Wealth Advisors
Nevada
$357K +$440 +23 +0.1%
GWP
171
Gateway Wealth Partners
Wisconsin
$344K +$358K +18,712 New
TSS
172
Two Sigma Securities
New York
$342K +$31.2K +1,632 +10%
LFAS
173
Level Four Advisory Services
Texas
$341K -$3.33K -174 -0.9%
Wealthfront Advisers
174
Wealthfront Advisers
California
$318K -$62.5K -3,269 -16%
CG
175
CFO4Life Group
Texas
$311K