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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
OWM
1
Orgel Wealth Management
Wisconsin
$130M -$6.2M -324,397 -4%
Bank of America
2
Bank of America
North Carolina
$97.6M -$13.5M -706,135 -12%
LPL Financial
3
LPL Financial
California
$66.4M -$4.5M -235,171 -6%
GXJ
4
Global X Japan
Japan
$62.9M +$65.4M +3,418,081 New
Morgan Stanley
5
Morgan Stanley
New York
$52.7M -$2.04M -106,636 -4%
Wells Fargo
6
Wells Fargo
California
$47.1M -$2.22M -115,981 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$41.4M +$11M +573,350 +34%
Lido Advisors
8
Lido Advisors
California
$30.2M +$2.25M +117,625 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$29.1M +$29.6M +1,546,736 +4,299%
FMLI
10
Fukoku Mutual Life Insurance
Japan
$28.5M
SOWBOCOPL
11
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$24.7M
NYLIM
12
New York Life Investment Management
New York
$24.4M -$7.04M -367,890 -22%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$23.1M +$3.5M +182,979 +17%
RA
14
Rational Advisors
New York
$23M +$3.83M +200,283 +19%
FAM
15
Flaharty Asset Management
Florida
$21.1M +$437K +22,827 +2%
SEI Investments
16
SEI Investments
Pennsylvania
$20.5M +$2.36M +123,362 +12%
Creative Planning
17
Creative Planning
Kansas
$19.1M +$229K +11,985 +1%
Bessemer Group
18
Bessemer Group
New Jersey
$18.4M +$19.2M +1,001,871 New
TPW
19
Tiller Private Wealth
Pennsylvania
$18.2M +$552K +28,865 +3%
CM
20
Columbus Macro
Pennsylvania
$16.9M +$3.21M +167,907 +22%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$15.9M -$10.3M -538,509 -38%
AssetMark Inc
22
AssetMark Inc
California
$15.9M +$190K +9,912 +1%
MCM
23
MAI Capital Management
Ohio
$13.2M +$620K +32,437 +5%
CFO
24
Collective Family Office
Pennsylvania
$12.8M +$1.72M +89,912 +15%
SPIA
25
Steward Partners Investment Advisory
New York
$12.6M +$332K +17,381 +3%