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Global X Variable Rate Preferred ETF

70 hedge funds and large institutions have $126M invested in Global X Variable Rate Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
27
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
26
West Michigan Advisors
Michigan
$646K +$76.6K +3,360 +13%
NWM
27
Napa Wealth Management
California
$640K -$13.4K -586 -2%
Truist Financial
28
Truist Financial
North Carolina
$619K +$64.3K +2,818 +12%
SWP
29
Stratos Wealth Partners
Ohio
$590K -$1.51K -66 -0.3%
CW
30
CreativeOne Wealth
Kansas
$555K +$198K +8,668 +55%
PFS
31
Prospera Financial Services
Texas
$549K -$124K -5,455 -18%
BFG
32
Beacon Financial Group
Texas
$493K +$68 +3 +0%
NA
33
NewEdge Advisors
Louisiana
$446K +$145K +6,345 +48%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$406K +$406K +17,806 New
US Bancorp
35
US Bancorp
Minnesota
$389K
SWP
36
Strategic Wealth Partners
Ohio
$381K +$381K +16,696 New
DWM
37
Diversify Wealth Management
Utah
$367K +$367K +15,944 New
AFP
38
Ausdal Financial Partners
Iowa
$346K -$964K -42,267 -74%
HWM
39
Howard Wealth Management
Connecticut
$324K +$26.1K +1,144 +9%
HI
40
Harbour Investments
Wisconsin
$309K
JPLA
41
Joseph P. Lucia & Associates
New York
$292K -$11.4K -500 -4%
BI
42
Ballast Inc
Kentucky
$292K +$292K +12,819 New
PWM
43
Paulson Wealth Management
Illinois
$291K
AWA
44
Acorn Wealth Advisors
Michigan
$289K -$3.47K -152 -1%
Osaic Holdings
45
Osaic Holdings
Arizona
$275K -$40K -1,706 -13%
IAIM
46
International Assets Investment Management
Florida
$271K
FCA
47
FLC Capital Advisors
California
$253K -$236K -10,354 -48%
TYCC
48
Texas Yale Capital Corp
Florida
$247K -$210K -9,200 -46%
PW
49
PUREfi Wealth
Massachusetts
$241K
Corient Private Wealth
50
Corient Private Wealth
Florida
$240K -$67.1K -2,945 -22%