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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
IC
176
Inscription Capital
Texas
$308K +$4.95K +259 +2%
GM
177
GeoWealth Management
Illinois
$307K -$3.29K -172 -1%
AF
178
Allworth Financial
California
$303K
IA
179
Invested Advisors
Pennsylvania
$302K +$210 +11 +0.1%
IP
180
Indivisible Partners
Florida
$293K +$49.3K +2,580 +19%
FIA
181
Foundations Investment Advisors
Arizona
$293K -$48.3K -2,525 -14%
FFN
182
Focus Financial Network
Minnesota
$285K -$2.39K -125 -0.8%
RW
183
RVW Wealth
California
$280K
KBFS
184
Kohmann Bosshard Financial Services
Ohio
$275K
Stifel Financial
185
Stifel Financial
Missouri
$275K -$89K -4,656 -24%
CWM
186
Cornerstone Wealth Management
Missouri
$273K -$29.2K -1,525 -9%
IFG
187
Independent Financial Group
California
$261K -$15.8K -826 -6%
LAM
188
Lewis Asset Management
California
$257K -$2.72K -142 -1%
RF
189
RHS Financial
California
$254K -$136K -7,131 -34%
MFS
190
Madrona Financial Services
Washington
$251K -$270K -14,095 -51%
WT
191
Whittier Trust
California
$250K -$75.2K -3,932 -23%
MGIA
192
Moneta Group Investment Advisors
Missouri
$250K +$259K +13,563 New
AAS
193
Ameritas Advisory Services
Nebraska
$247K +$10.6K +552 +4%
IA
194
Inspire Advisors
Idaho
$244K -$30.2K -1,580 -11%
ATS
195
Ashton Thomas Securities
New York
$236K +$245K +12,820 New
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$231K +$42.9K +2,243 +22%
AWM
197
Avior Wealth Management
Nebraska
$231K +$18.2K +954 +8%
AMG
198
Advisors Management Group
Wisconsin
$225K -$39.5K -2,065 -14%
Pathstone Holdings
199
Pathstone Holdings
New Jersey
$224K
KFGK
200
Keystone Financial Group (Kentucky)
Kentucky
$222K +$115 +6 +0%