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Global X Variable Rate Preferred ETF

60 hedge funds and large institutions have $78.8M invested in Global X Variable Rate Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+10
Holders Change %
+20%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
15
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.4M 1,053,644 +570,238 +118%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.78M 336,074 +274,884 +449%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$6.97M 301,074 +8,410 +3%
BFC
4
Bedel Financial Consulting
Indiana
$5.9M 254,813 +3,312 +1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.39M 232,924 +222,871 +2,217%
LPL Financial
6
LPL Financial
California
$3.37M 145,443 -89,204 -38%
IPAM
7
Investment Partners Asset Management
New Jersey
$3.01M 130,119 +130,119 New
CM
8
Columbus Macro
Pennsylvania
$2.37M 101,955 +101,955 New
PGAM
9
Princeton Global Asset Management
New Jersey
$2.07M 89,340 -5,464 -6%
Creative Planning
10
Creative Planning
Kansas
$1.81M 78,042 +16,950 +28%
SWM
11
Seed Wealth Management
Illinois
$1.45M 62,855 -9,830 -14%
Truist Financial
12
Truist Financial
North Carolina
$1.24M 53,622 -28,324 -35%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.06M 45,799 -4,633 -9%
CRWM
14
Castle Rock Wealth Management
California
$868K 37,396 -9,386 -20%
PFS
15
Prospera Financial Services
Texas
$775K 33,443 +5,100 +18%
CAN
16
Cetera Advisor Networks
California
$743K 32,098 +32,098 New
BFG
17
Beacon Financial Group
Texas
$646K 27,910 +175 +0.6%
SWP
18
Strategic Wealth Partners
Ohio
$641K 27,683 -3,386 -11%
Comerica Bank
19
Comerica Bank
Texas
$611K 26,390 +172 +0.7%
PWM
20
Paulson Wealth Management
Illinois
$572K 24,687 -62,480 -72%
WKWM
21
Walter & Keenan Wealth Management
Indiana
$549K 23,707 -6,462 -21%
Corient Private Wealth
22
Corient Private Wealth
Florida
$545K 23,521 -2,126 -8%
CJFS
23
Coulter & Justus Financial Services
Tennessee
$453K 19,565 -16,098 -45%
Osaic Holdings
24
Osaic Holdings
Arizona
$433K 18,718 +7,768 +71%
US Bancorp
25
US Bancorp
Minnesota
$395K 17,065