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Global X Variable Rate Preferred ETF

60 hedge funds and large institutions have $78.8M invested in Global X Variable Rate Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+10
Holders Change %
+20%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
15
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TYCC
26
Texas Yale Capital Corp
Florida
$377K
PIA
27
Perennial Investment Advisors
California
$285K -$76.5K -3,304 -21%
IAA
28
Ironsides Asset Advisors
North Carolina
$283K -$142K -6,114 -33%
JPLA
29
Joseph P. Lucia & Associates
New York
$257K +$486 +21 +0.2%
AWA
30
Acorn Wealth Advisors
Michigan
$249K -$278 -12 -0.1%
Bank of America
31
Bank of America
North Carolina
$239K +$126K +5,425 +111%
FCM
32
Firestone Capital Management
Florida
$235K +$510 +22 +0.2%
MML Investors Services
33
MML Investors Services
Massachusetts
$226K +$226K +9,748 New
Jane Street
34
Jane Street
New York
$222K +$222K +9,574 New
KAS
35
Kestra Advisory Services
Texas
$218K -$61.9K -2,672 -22%
GWM
36
GSB Wealth Management
Connecticut
$215K +$215K +9,300 New
CA
37
Cetera Advisors
Colorado
$208K +$208K +8,996 New
PAG
38
Private Advisor Group
New Jersey
$208K -$278 -12 -0.1%
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$205K -$10K -432 -5%
HI
40
Harbour Investments
Wisconsin
$183K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$173K +$173K +7,478 New
GM
42
GeoWealth Management
Illinois
$168K -$4.63K -199 -3%
UBS Group
43
UBS Group
Switzerland
$122K +$122K +5,276 New
NA
44
NewEdge Advisors
Louisiana
$107K +$347 +15 +0.3%
EWM
45
Evermay Wealth Management
Virginia
$104K +$104K +4,500 New
GI
46
Gradient Investments
Minnesota
$90.6K +$5.95K +257 +7%
PTC
47
Private Trust Company
Ohio
$79K -$1.58K -68 -2%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$70K +$70K +3,023 New
ASN
49
Advisory Services Network
Georgia
$54.4K +$54.4K +2,350 New
CFD
50
Creative Financial Designs
Indiana
$38.2K -$5.03K -217 -12%