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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
AWM
201
AE Wealth Management
Kansas
$205K
CSP
202
Cary Street Partners
Virginia
$203K
OPWM
203
Oxinas Partners Wealth Management
Indiana
$201K
SWM
204
SeaCrest Wealth Management
New York
$200K
CW
205
Channel Wealth
California
$197K
HAG
206
HF Advisory Group
Maryland
$196K
Cerity Partners
207
Cerity Partners
New York
$193K
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$192K
OBWG
209
Onyx Bridge Wealth Group
New York
$190K
CFB
210
Cullen/Frost Bankers
Texas
$188K
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$188K
LFG
212
Larson Financial Group
Missouri
$188K
AFG
213
Albion Financial Group
Utah
$172K
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$158K
MIA
215
MeadowBrook Investment Advisors
Michigan
$152K
FRA
216
Front Row Advisors
California
$151K
CCM
217
Chilton Capital Management
Texas
$150K
AAS
218
Ameritas Advisory Services
Nebraska
$149K
T
219
Tidemark
California
$141K
ACA
220
Atlas Capital Advisors
Wyoming
$140K
GSWM
221
Golden State Wealth Management
California
$140K
EWM
222
Evolution Wealth Management
Florida
$129K
RPCA
223
Running Point Capital Advisors
California
$123K
WCM
224
Winthrop Capital Management
Indiana
$116K
HI
225
Harbour Investments
Wisconsin
$105K