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Global X Variable Rate Preferred ETF

63 hedge funds and large institutions have $71.2M invested in Global X Variable Rate Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
20
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.4M 817,236 -236,408 -22%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$9.13M 385,656 +84,582 +28%
BFC
3
Bedel Financial Consulting
Indiana
$5.83M 246,054 -8,759 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.29M 180,987 -155,087 -46%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.33M 140,514 -92,410 -40%
IPAM
6
Investment Partners Asset Management
New Jersey
$3.16M 133,654 +3,535 +3%
Creative Planning
7
Creative Planning
Kansas
$2.16M 91,262 +13,220 +17%
PGAM
8
Princeton Global Asset Management
New Jersey
$2.04M 86,039 -3,301 -4%
LPL Financial
9
LPL Financial
California
$1.83M 77,336 -68,107 -47%
SWM
10
Seed Wealth Management
Illinois
$1.4M 59,055 -3,800 -6%
AFP
11
Ausdal Financial Partners
Iowa
$1.23M 52,037 +52,037 New
IAA
12
Ironsides Asset Advisors
North Carolina
$1.19M 50,236 +38,030 +312%
Truist Financial
13
Truist Financial
North Carolina
$1.16M 48,877 -4,745 -9%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.15M 48,711 +2,912 +6%
Stifel Financial
15
Stifel Financial
Missouri
$1.05M 44,298 +44,298 New
CA
16
Cetera Advisors
Colorado
$994K 41,989 +32,993 +367%
PFS
17
Prospera Financial Services
Texas
$838K 35,368 +1,925 +6%
CRWM
18
Castle Rock Wealth Management
California
$800K 34,174 -3,222 -9%
Comerica Bank
19
Comerica Bank
Texas
$681K 28,762 +2,372 +9%
SWP
20
Strategic Wealth Partners
Ohio
$636K 26,840 -843 -3%
BFG
21
Beacon Financial Group
Texas
$620K 26,197 -1,713 -6%
Jane Street
22
Jane Street
New York
$560K 23,633 +14,059 +147%
CAN
23
Cetera Advisor Networks
California
$532K 22,466 -9,632 -30%
WKWM
24
Walter & Keenan Wealth Management
Indiana
$515K 21,730 -1,977 -8%
PWM
25
Paulson Wealth Management
Illinois
$510K 21,556 -3,131 -13%