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Global X Variable Rate Preferred ETF

61 hedge funds and large institutions have $80.9M invested in Global X Variable Rate Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
28
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$465K +$46.4K +1,930 +11%
FCA
27
FLC Capital Advisors
California
$460K +$205K +8,519 +80%
CW
28
CreativeOne Wealth
Kansas
$414K +$60.7K +2,523 +17%
US Bancorp
29
US Bancorp
Minnesota
$410K
TYCC
30
Texas Yale Capital Corp
Florida
$391K
HF
31
HRT Financial
New York
$358K +$358K +14,898 New
HI
32
Harbour Investments
Wisconsin
$325K
SBH
33
Segall Bryant & Hamill
Illinois
$303K +$303K +12,612 New
Stifel Financial
34
Stifel Financial
Missouri
$301K -$410K -17,028 -58%
AWA
35
Acorn Wealth Advisors
Michigan
$297K +$42.1K +1,752 +17%
JPLA
36
Joseph P. Lucia & Associates
New York
$291K +$15.1K +629 +5%
Corient Private Wealth
37
Corient Private Wealth
Florida
$291K -$86.9K -3,614 -23%
WMA
38
West Michigan Advisors
Michigan
$243K +$243K +10,099 New
GWM
39
GSB Wealth Management
Connecticut
$226K +$409 +17 +0.2%
GRP
40
Global Retirement Partners
California
$221K -$173K -7,200 -44%
FCM
41
Firestone Capital Management
Florida
$211K +$601 +25 +0.3%
CIAS
42
Capital Investment Advisory Services
North Carolina
$211K +$33.2K +1,381 +19%
WKWM
43
Walter & Keenan Wealth Management
Indiana
$210K -$313K -13,000 -60%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$208K -$3.27K -136 -2%
KAS
45
Kestra Advisory Services
Texas
$205K -$62.9K -2,614 -23%
SA
46
Sanctuary Advisors
Indiana
$203K -$1.61M -66,925 -89%
GM
47
GeoWealth Management
Illinois
$174K +$3.49K +145 +2%
Osaic Holdings
48
Osaic Holdings
Arizona
$174K -$1.66K -69 -0.9%
PTC
49
Private Trust Company
Ohio
$162K +$78.9K +3,280 +95%
NA
50
NewEdge Advisors
Louisiana
$155K +$3.68K +153 +2%