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Global X Variable Rate Preferred ETF

50 hedge funds and large institutions have $53.2M invested in Global X Variable Rate Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
26
Perennial Investment Advisors
California
$358K -$24.5K -1,065 -6%
KAS
27
Kestra Advisory Services
Texas
$277K -$80.7K -3,514 -23%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$266K -$101K -4,391 -27%
JPLA
29
Joseph P. Lucia & Associates
New York
$254K
Osaic Holdings
30
Osaic Holdings
Arizona
$251K +$111K +4,827 +79%
AWA
31
Acorn Wealth Advisors
Michigan
$247K +$7K +305 +3%
FCM
32
Firestone Capital Management
Florida
$232K +$344 +15 +0.1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$231K -$403K -17,548 -64%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$213K -$230 -10 -0.1%
PAG
35
Private Advisor Group
New Jersey
$207K -$105K -4,563 -34%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$184K +$183K +7,996 +31,984%
HI
37
Harbour Investments
Wisconsin
$182K
GM
38
GeoWealth Management
Illinois
$171K -$6.13K -266 -3%
Wells Fargo
39
Wells Fargo
California
$142K
Bank of America
40
Bank of America
North Carolina
$112K +$112K +4,896 New
NA
41
NewEdge Advisors
Louisiana
$106K +$758 +33 +0.7%
RW
42
RVW Wealth
California
$86.8K +$86.8K +3,781 New
GI
43
Gradient Investments
Minnesota
$83.9K -$176K -7,658 -68%
PTC
44
Private Trust Company
Ohio
$79.9K -$964 -42 -1%
AWM
45
Atticus Wealth Management
Florida
$70.8K -$16.5K -719 -19%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$46K
CFD
47
Creative Financial Designs
Indiana
$42.9K +$161 +7 +0.4%
Franklin Resources
48
Franklin Resources
California
$20.3K
ACA
49
Aptus Capital Advisors
Alabama
$11.1K
AA
50
AlphaMark Advisors
Kentucky
$3K