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Global X Variable Rate Preferred ETF

59 hedge funds and large institutions have $110M invested in Global X Variable Rate Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$42M 1,838,191 -368,998 -17%
BFS
2
Bard Financial Services
Connecticut
$12.3M 536,665 +88,760 +20%
Morgan Stanley
3
Morgan Stanley
New York
$9.97M 435,916 +65,328 +18%
BFC
4
Bedel Financial Consulting
Indiana
$7.42M 324,393 +12,357 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.86M 168,737 -85,126 -34%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.8M 122,688 +4,703 +4%
LPL Financial
7
LPL Financial
California
$2.59M 113,380 +87,871 +344%
Truist Financial
8
Truist Financial
North Carolina
$2.22M 97,248 +6,689 +7%
PGAM
9
Princeton Global Asset Management
New Jersey
$2.2M 96,435 -820 -0.8%
PWM
10
Paulson Wealth Management
Illinois
$1.96M 85,624 +3,778 +5%
CW
11
CreativeOne Wealth
Kansas
$1.58M 69,243 -28,053 -29%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.56M 68,138 -10,755 -14%
CJFS
13
Coulter & Justus Financial Services
Tennessee
$1.42M 61,909 +25,633 +71%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.11M 48,470 +5,942 +14%
BFG
15
Beacon Financial Group
Texas
$1.06M 47,054
SWM
16
Seed Wealth Management
Illinois
$1.04M 45,659 +1,145 +3%
CRWM
17
Castle Rock Wealth Management
California
$1.01M 46,990 +46,990 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$912K 39,910 +22,104 +124%
WKWM
19
Walter & Keenan Wealth Management
Indiana
$837K 36,596 -6,967 -16%
Corient Private Wealth
20
Corient Private Wealth
Florida
$831K 36,334 +1,511 +4%
SWP
21
Strategic Wealth Partners
Ohio
$810K 35,451 +3,599 +11%
KTC
22
Kistler-Tiffany Companies
Pennsylvania
$760K 33,252 +7,241 +28%
BAM
23
Byrne Asset Management
New Jersey
$609K 26,630 -12,750 -32%
CAN
24
Cetera Advisor Networks
California
$591K 25,853 +5,658 +28%
PFS
25
Prospera Financial Services
Texas
$589K 25,750 +2,255 +10%