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Global X Variable Rate Preferred ETF

42 hedge funds and large institutions have $135M invested in Global X Variable Rate Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
19
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$71.1M 2,942,390 +2,942,390 New
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.7M 442,936 +442,936 New
BFS
3
Bard Financial Services
Connecticut
$9.71M 402,158 +1,033 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$7.28M 301,416 +280,638 +1,351%
PWM
5
Paulson Wealth Management
Illinois
$2.89M 119,708 -2,979 -2%
BAM
6
Byrne Asset Management
New Jersey
$2.62M 108,650
Truist Financial
7
Truist Financial
North Carolina
$2.51M 103,997 +3,503 +3%
IAA
8
Ironsides Asset Advisors
North Carolina
$2.44M 101,170
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.32M 95,962 +95,962 New
RW
10
RVW Wealth
California
$2.27M 94,097 +28,350 +43%
PGAM
11
Princeton Global Asset Management
New Jersey
$2.22M 91,963 -12,602 -12%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.16M 89,553 +89,553 New
CW
13
CreativeOne Wealth
Kansas
$1.96M 81,329 +1,721 +2%
GWM
14
GSB Wealth Management
Connecticut
$1.6M 66,157 +9,529 +17%
BFG
15
Beacon Financial Group
Texas
$1.4M 58,273 +2,575 +5%
CA
16
Claro Advisors
Massachusetts
$1.18M 48,750 +48,750 New
EWM
17
Elmwood Wealth Management
California
$1.04M 42,965 -19,765 -32%
WKWM
18
Walter & Keenan Wealth Management
Indiana
$972K 40,250 +40,250 New
BAM
19
Belpointe Asset Management
Nevada
$966K 39,991 +3,473 +10%
TYCC
20
Texas Yale Capital Corp
Florida
$816K 33,780 +7,690 +29%
RIG
21
Roosevelt Investment Group
New York
$765K 31,662 +1,046 +3%
KTC
22
Kistler-Tiffany Companies
Pennsylvania
$683K 28,284 +15,369 +119%
SWP
23
Strategic Wealth Partners
Ohio
$682K 28,228 +28,228 New
LPL Financial
24
LPL Financial
California
$652K 26,978 +10,535 +64%
SIA
25
SeaBridge Investment Advisors
New Jersey
$622K 25,757 -4,262 -14%