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Global X Variable Rate Preferred ETF

59 hedge funds and large institutions have $110M invested in Global X Variable Rate Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GG
26
Golden Green
South Carolina
$497K +$497K +21,734 New
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$474K -$10.1M -440,637 -96%
IAA
28
Ironsides Asset Advisors
North Carolina
$435K
GIA
29
Gladstone Institutional Advisory
Florida
$408K +$148K +6,479 +57%
EWM
30
Elmwood Wealth Management
California
$403K -$136K -5,957 -25%
US Bancorp
31
US Bancorp
Minnesota
$390K
GWM
32
GSB Wealth Management
Connecticut
$382K -$8.37K -366 -2%
CA
33
Cetera Advisors
Colorado
$382K +$31.2K +1,364 +9%
WA
34
Wambolt & Associates
Colorado
$370K +$370K +16,142 New
CA
35
Claro Advisors
Massachusetts
$354K -$22.9K -1,000 -6%
PIA
36
Perennial Investment Advisors
California
$340K +$340K +14,860 New
GM
37
GeoWealth Management
Illinois
$334K -$4.59K -200 -1%
TYCC
38
Texas Yale Capital Corp
Florida
$323K
LSA
39
L & S Advisors
California
$316K +$316K +13,834 New
KAS
40
Kestra Advisory Services
Texas
$315K +$36.3K +1,586 +13%
PAG
41
Private Advisor Group
New Jersey
$304K +$35.7K +1,560 +13%
CM
42
Columbus Macro
Pennsylvania
$272K +$45K +1,969 +20%
JPLA
43
Joseph P. Lucia & Associates
New York
$253K +$23.8K +1,040 +10%
FCM
44
Firestone Capital Management
Florida
$230K +$1.81K +79 +0.8%
AWA
45
Acorn Wealth Advisors
Michigan
$207K +$207K +9,042 New
HI
46
Harbour Investments
Wisconsin
$170K +$65K +2,845 +62%
BAM
47
Belpointe Asset Management
Nevada
$142K -$94.1K -4,115 -40%
Osaic Holdings
48
Osaic Holdings
Arizona
$140K +$7.96K +348 +6%
AWM
49
Atticus Wealth Management
Florida
$122K +$122K +5,324 New
NA
50
NewEdge Advisors
Louisiana
$103K -$9.62K -421 -9%