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Global X Variable Rate Preferred ETF

55 hedge funds and large institutions have $135M invested in Global X Variable Rate Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
22
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$51.5M 2,195,035 -747,355 -25%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.4M 442,434 -502 -0.1%
BFS
3
Bard Financial Services
Connecticut
$9.74M 414,798 +12,640 +3%
Morgan Stanley
4
Morgan Stanley
New York
$8.91M 379,548 +78,132 +26%
BFC
5
Bedel Financial Consulting
Indiana
$5.77M 257,449 +257,449 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.52M 234,998 +139,036 +145%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.33M 184,350 +184,350 New
CM
8
Columbus Macro
Pennsylvania
$3.45M 147,075 +147,075 New
PWM
9
Paulson Wealth Management
Illinois
$2.87M 122,332 +2,624 +2%
Truist Financial
10
Truist Financial
North Carolina
$2.65M 112,816 +8,819 +8%
IAA
11
Ironsides Asset Advisors
North Carolina
$2.38M 101,170
PGAM
12
Princeton Global Asset Management
New Jersey
$2.32M 98,947 +6,984 +8%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.18M 92,976 +3,423 +4%
CW
14
CreativeOne Wealth
Kansas
$2.17M 92,582 +11,253 +14%
BAM
15
Byrne Asset Management
New Jersey
$2.16M 91,785 -16,865 -16%
RW
16
RVW Wealth
California
$2.01M 85,713 -8,384 -9%
GWM
17
GSB Wealth Management
Connecticut
$1.55M 65,862 -295 -0.4%
BFG
18
Beacon Financial Group
Texas
$1.26M 53,783 -4,490 -8%
CA
19
Claro Advisors
Massachusetts
$1.18M 48,750
WKWM
20
Walter & Keenan Wealth Management
Indiana
$1.02M 43,531 +3,281 +8%
EWM
21
Elmwood Wealth Management
California
$908K 38,665 -4,300 -10%
CJFS
22
Coulter & Justus Financial Services
Tennessee
$866K 36,893 +19,986 +118%
BAM
23
Belpointe Asset Management
Nevada
$858K 36,556 -3,435 -9%
RIG
24
Roosevelt Investment Group
New York
$769K 32,744 +1,082 +3%
SWP
25
Strategic Wealth Partners
Ohio
$769K 32,747 +4,519 +16%