We are live on ! Find out more
PFFD icon

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
SS
201
Sunbelt Securities
Texas
$213K -$16K -836 -7%
IA
202
IFP Advisors
Florida
$209K -$47.1K -2,462 -18%
CSA
203
Cornerstone Select Advisors
Missouri
$208K -$4.25K -222 -2%
AC
204
Avory & Company
Florida
$203K +$211K +11,014 New
NS
205
NBC Securities
Alabama
$201K -$26.6K -1,389 -11%
BCG
206
Breakwater Capital Group
New Jersey
$199K +$206K +10,794 New
CSP
207
Cary Street Partners
Virginia
$198K
KPWS
208
Kestra Private Wealth Services
Texas
$195K +$202K +10,585 New
IWN
209
Independent Wealth Network
Iowa
$194K +$202K +10,551 New
VF
210
Vista Finance
Missouri
$193K +$200K +10,475 New
OBWG
211
Onyx Bridge Wealth Group
New York
$191K +$2.83K +148 +1%
LFG
212
Larson Financial Group
Missouri
$189K +$1.89K +99 +1%
FA
213
FDx Advisors
Illinois
$187K +$194K +10,158 New
CFB
214
Cullen/Frost Bankers
Texas
$184K
NB
215
NBT Bank
New York
$184K
HI
216
Harbour Investments
Wisconsin
$177K +$56.3K +2,943 +44%
AFG
217
Albion Financial Group
Utah
$168K
CCM
218
Chilton Capital Management
Texas
$166K +$11.1K +580 +7%
FRA
219
Front Row Advisors
California
$147K
ACA
220
Atlas Capital Advisors
Wyoming
$137K
MIA
221
MeadowBrook Investment Advisors
Michigan
$119K -$23.7K -1,240 -16%
T
222
Tidemark
California
$118K
AWM
223
AE Wealth Management
Kansas
$106K -$75.4K -3,943 -41%
William Blair & Company
224
William Blair & Company
Illinois
$96.6K +$48.2K +2,519 +92%
SWM
225
SHP Wealth Management
Massachusetts
$90.3K -$975 -51 -1%