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Global X Variable Rate Preferred ETF

36 hedge funds and large institutions have $41.5M invested in Global X Variable Rate Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
+10
Holders Change %
+38.46%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
17
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFS
1
Bard Financial Services
Connecticut
$10.5M 401,125 +401,125 New
PWM
2
Paulson Wealth Management
Illinois
$3.2M 122,687 -4,851 -4%
BAM
3
Byrne Asset Management
New Jersey
$2.83M 108,650 +28,600 +36%
PGAM
4
Princeton Global Asset Management
New Jersey
$2.73M 104,565 +10,272 +11%
IAA
5
Ironsides Asset Advisors
North Carolina
$2.64M 101,170 +9,050 +10%
Truist Financial
6
Truist Financial
North Carolina
$2.62M 100,494 +6,498 +7%
CW
7
CreativeOne Wealth
Kansas
$2.08M 79,608 +1,372 +2%
RW
8
RVW Wealth
California
$1.72M 65,747 +41,000 +166%
EWM
9
Elmwood Wealth Management
California
$1.64M 62,730 -35,473 -36%
GWM
10
GSB Wealth Management
Connecticut
$1.48M 56,628 +5,117 +10%
BFG
11
Beacon Financial Group
Texas
$1.45M 55,698 -3,781 -6%
BAM
12
Belpointe Asset Management
Nevada
$952K 36,518 +36,518 New
RIG
13
Roosevelt Investment Group
New York
$798K 30,616 +6,071 +25%
SIA
14
SeaBridge Investment Advisors
New Jersey
$783K 30,019 +827 +3%
TYCC
15
Texas Yale Capital Corp
Florida
$680K 26,090 +125 +0.5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$570K 21,853 +12,046 +123%
FFG
17
Ford Financial Group
California
$554K 21,246 +130 +0.6%
Morgan Stanley
18
Morgan Stanley
New York
$542K 20,778 +20,778 New
GM
19
GeoWealth Management
Illinois
$433K 16,605 +4,089 +33%
LPL Financial
20
LPL Financial
California
$429K 16,443 +16,443 New
US Bancorp
21
US Bancorp
Minnesota
$374K 14,351 +14,351 New
KTC
22
Kistler-Tiffany Companies
Pennsylvania
$337K 12,915 +12,915 New
FCM
23
Firestone Capital Management
Florida
$316K 12,135 +109 +0.9%
KAS
24
Kestra Advisory Services
Texas
$290K 11,104 +11,104 New
PAG
25
Private Advisor Group
New Jersey
$244K 9,351 +945 +11%