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Global X US Preferred ETF

282 hedge funds and large institutions have $1.16B invested in Global X US Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

2% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 102

1% more funds holding

Funds holding: 280282 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4.33% less ownership

Funds ownership: 56.99%52.66% (-4.3%)

13% less capital invested

Capital invested by funds: $1.34B → $1.16B (-$179M)

Holders
282
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
104
Reduced
102
Closed
24
Calls
$229K
Puts
Net Calls
+$229K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$139M +$6.56M +343,311 +5%
Bank of America
2
Bank of America
North Carolina
$114M +$5.83M +305,081 +5%
LPL Financial
3
LPL Financial
California
$72.7M -$6.46M -338,012 -8%
Morgan Stanley
4
Morgan Stanley
New York
$56.1M -$28.4M -1,487,319 -33%
Wells Fargo
5
Wells Fargo
California
$50.6M -$286K -14,951 -0.6%
NYLIM
6
New York Life Investment Management
New York
$32M -$2.39M -125,178 -7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.7M +$5.02M +262,480 +19%
Lido Advisors
8
Lido Advisors
California
$29.6M -$387K -20,256 -1%
FMLI
9
Fukoku Mutual Life Insurance
Japan
$29.3M
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$27M +$1.3M +67,943 +5%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$26.5M -$3.17M -166,020 -11%
SOWBOCOPL
12
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$25.4M
FAM
13
Flaharty Asset Management
Florida
$21.2M +$823K +43,052 +4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$20.3M +$9.2M +480,895 +81%
RA
15
Rational Advisors
New York
$19.8M -$376K -19,673 -2%
Creative Planning
16
Creative Planning
Kansas
$19.4M +$118K +6,180 +0.6%
SEI Investments
17
SEI Investments
Pennsylvania
$18.8M +$1.36M +71,255 +8%
TPW
18
Tiller Private Wealth
Pennsylvania
$18.2M +$36.7K +1,921 +0.2%
AssetMark Inc
19
AssetMark Inc
California
$16.1M +$240K +12,545 +1%
CM
20
Columbus Macro
Pennsylvania
$14.2M +$9.22M +482,345 +179%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13.7M +$1.69M +88,273 +14%
UBS Group
22
UBS Group
Switzerland
$13.3M -$3.55M -185,538 -21%
MCM
23
MAI Capital Management
Ohio
$13M +$1.07M +55,752 +9%
SPIA
24
Steward Partners Investment Advisory
New York
$12.6M +$146K +7,627 +1%
CFO
25
Collective Family Office
Pennsylvania
$11.5M +$2.04M +106,896 +21%