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Global X Variable Rate Preferred ETF

59 hedge funds and large institutions have $123M invested in Global X Variable Rate Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
18
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$49.7M +$273K +12,154 +0.6%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.4M +$426K +18,928 +4%
BFS
3
Bard Financial Services
Connecticut
$10.1M +$745K +33,107 +8%
Morgan Stanley
4
Morgan Stanley
New York
$8.34M -$202K -8,960 -2%
BFC
5
Bedel Financial Consulting
Indiana
$7.02M +$1.23M +54,587 +21%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.71M +$424K +18,865 +8%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.65M -$1.49M -66,365 -36%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.24M +$148K +6,598 +7%
CW
9
CreativeOne Wealth
Kansas
$2.19M +$106K +4,714 +5%
PGAM
10
Princeton Global Asset Management
New Jersey
$2.19M -$38.1K -1,692 -2%
Truist Financial
11
Truist Financial
North Carolina
$2.04M -$501K -22,257 -20%
PWM
12
Paulson Wealth Management
Illinois
$1.84M -$911K -40,486 -33%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.78M +$1.78M +78,893 New
BFG
14
Beacon Financial Group
Texas
$1.06M -$151K -6,729 -13%
SWM
15
Seed Wealth Management
Illinois
$1M +$1M +44,514 New
WKWM
16
Walter & Keenan Wealth Management
Indiana
$980K +$720 +32 +0.1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$957K +$957K +42,528 New
BAM
18
Byrne Asset Management
New Jersey
$886K -$1.18M -52,405 -57%
CJFS
19
Coulter & Justus Financial Services
Tennessee
$816K -$13.9K -617 -2%
Corient Private Wealth
20
Corient Private Wealth
Florida
$784K +$784K +34,823 New
MFG
21
Merit Financial Group
Georgia
$719K +$467K +20,759 +186%
SWP
22
Strategic Wealth Partners
Ohio
$717K -$20.1K -895 -3%
KTC
23
Kistler-Tiffany Companies
Pennsylvania
$585K -$13.1K -584 -2%
LPL Financial
24
LPL Financial
California
$574K -$68K -3,020 -11%
MWM
25
Meridian Wealth Management
Kentucky
$548K +$548K +24,347 New