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Global X Variable Rate Preferred ETF

56 hedge funds and large institutions have $64.3M invested in Global X Variable Rate Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
20
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFS
1
Bard Financial Services
Connecticut
$12.2M 546,735 +10,070 +2%
Morgan Stanley
2
Morgan Stanley
New York
$9.5M 425,571 -10,345 -2%
BFC
3
Bedel Financial Consulting
Indiana
$5.79M 259,110 -65,283 -20%
LPL Financial
4
LPL Financial
California
$5.08M 227,593 +114,213 +101%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$4.89M 218,794 +218,794 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.33M 104,441 -64,296 -38%
Truist Financial
7
Truist Financial
North Carolina
$2.16M 96,834 -414 -0.4%
PGAM
8
Princeton Global Asset Management
New Jersey
$2.16M 96,549 +114 +0.1%
SWM
9
Seed Wealth Management
Illinois
$1.95M 87,120 +41,461 +91%
PWM
10
Paulson Wealth Management
Illinois
$1.92M 85,848 +224 +0.3%
KTC
11
Kistler-Tiffany Companies
Pennsylvania
$1.24M 55,405 +22,153 +67%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.12M 50,023 +10,113 +25%
CRWM
13
Castle Rock Wealth Management
California
$1.02M 45,473 -1,517 -3%
BFG
14
Beacon Financial Group
Texas
$850K 38,096 -8,958 -19%
Corient Private Wealth
15
Corient Private Wealth
Florida
$773K 34,617 -1,717 -5%
CJFS
16
Coulter & Justus Financial Services
Tennessee
$769K 34,448 -27,461 -44%
SWP
17
Strategic Wealth Partners
Ohio
$699K 31,303 -4,148 -12%
WKWM
18
Walter & Keenan Wealth Management
Indiana
$684K 30,633 -5,963 -16%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$616K 27,601 -95,087 -78%
PFS
20
Prospera Financial Services
Texas
$612K 27,400 +1,650 +6%
BAM
21
Byrne Asset Management
New Jersey
$510K 22,830 -3,800 -14%
GG
22
Golden Green
South Carolina
$509K 22,775 +1,041 +5%
IAA
23
Ironsides Asset Advisors
North Carolina
$405K 18,320 -725 -4%
TYCC
24
Texas Yale Capital Corp
Florida
$394K 17,631 +3,500 +25%
US Bancorp
25
US Bancorp
Minnesota
$381K 17,065