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Global X Variable Rate Preferred ETF

63 hedge funds and large institutions have $71.2M invested in Global X Variable Rate Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
20
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$447K -$110K -4,634 -20%
US Bancorp
27
US Bancorp
Minnesota
$404K
TYCC
28
Texas Yale Capital Corp
Florida
$385K
HI
29
Harbour Investments
Wisconsin
$313K +$126K +5,300 +67%
Bank of America
30
Bank of America
North Carolina
$309K +$64.5K +2,722 +26%
PIA
31
Perennial Investment Advisors
California
$297K +$5.64K +238 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$279K -$164K -6,918 -37%
JPLA
33
Joseph P. Lucia & Associates
New York
$272K +$9.64K +407 +4%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$253K +$253K +10,700 New
Citadel Advisors
35
Citadel Advisors
Florida
$253K +$253K +10,668 New
AWA
36
Acorn Wealth Advisors
Michigan
$247K -$7.72K -326 -3%
CW
37
CreativeOne Wealth
Kansas
$242K +$242K +10,216 New
KAS
38
Kestra Advisory Services
Texas
$240K +$16.8K +711 +8%
IIA
39
Integral Investment Advisors
California
$237K +$237K +9,954 New
PAG
40
Private Advisor Group
New Jersey
$221K +$8.24K +348 +4%
GWM
41
GSB Wealth Management
Connecticut
$221K +$497 +21 +0.2%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$209K -$284 -12 -0.1%
FCM
43
Firestone Capital Management
Florida
$207K -$33.3K -1,407 -14%
SWP
44
Stratos Wealth Partners
Ohio
$205K +$205K +8,639 New
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$204K +$132K +5,578 +185%
GM
46
GeoWealth Management
Illinois
$179K +$8.08K +341 +5%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$177K
CIAS
48
Capital Investment Advisory Services
North Carolina
$125K +$125K +5,285 New
PTC
49
Private Trust Company
Ohio
$81.5K +$710 +30 +0.9%
NA
50
NewEdge Advisors
Louisiana
$80.4K -$29.4K -1,243 -27%