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Global X Variable Rate Preferred ETF

50 hedge funds and large institutions have $53.2M invested in Global X Variable Rate Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.1M +$1.33M +57,835 +14%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.72M +$6.72M +292,664 New
BFC
3
Bedel Financial Consulting
Indiana
$5.77M -$175K -7,609 -3%
LPL Financial
4
LPL Financial
California
$5.39M +$162K +7,054 +3%
PGAM
5
Princeton Global Asset Management
New Jersey
$2.18M -$40.1K -1,745 -2%
PWM
6
Paulson Wealth Management
Illinois
$2M +$30.3K +1,319 +2%
Truist Financial
7
Truist Financial
North Carolina
$1.88M -$342K -14,888 -15%
SWM
8
Seed Wealth Management
Illinois
$1.67M -$331K -14,435 -17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.4M -$993K -43,251 -41%
Creative Planning
10
Creative Planning
Kansas
$1.4M +$1.4M +61,092 New
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.16M -$3.87M -168,362 -77%
CRWM
12
Castle Rock Wealth Management
California
$1.04M +$29.1K +1,309 +3%
CJFS
13
Coulter & Justus Financial Services
Tennessee
$819K +$27.9K +1,215 +4%
Citadel Advisors
14
Citadel Advisors
Florida
$749K +$749K +32,612 New
SWP
15
Strategic Wealth Partners
Ohio
$713K -$5.37K -234 -0.7%
WKWM
16
Walter & Keenan Wealth Management
Indiana
$693K -$10.7K -464 -2%
PFS
17
Prospera Financial Services
Texas
$651K +$21.7K +943 +3%
BFG
18
Beacon Financial Group
Texas
$637K -$238K -10,361 -27%
Comerica Bank
19
Comerica Bank
Texas
$602K +$602K +26,218 New
Corient Private Wealth
20
Corient Private Wealth
Florida
$589K -$206K -8,970 -26%
GG
21
Golden Green
South Carolina
$582K +$58.7K +2,558 +11%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$422K +$422K +18,375 New
IAA
23
Ironsides Asset Advisors
North Carolina
$421K
US Bancorp
24
US Bancorp
Minnesota
$392K
TYCC
25
Texas Yale Capital Corp
Florida
$374K -$31.3K -1,363 -8%