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Global X Variable Rate Preferred ETF

64 hedge funds and large institutions have $82.8M invested in Global X Variable Rate Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
26
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.9M 1,181,093 +363,857 +45%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$9.25M 391,266 +5,610 +1%
BFC
3
Bedel Financial Consulting
Indiana
$5.72M 241,676 -4,378 -2%
LGW
4
Leslie Global Wealth
Illinois
$4.48M 189,447 +189,447 New
IPAM
5
Investment Partners Asset Management
New Jersey
$3.43M 144,961 +11,307 +8%
Creative Planning
6
Creative Planning
Kansas
$3.1M 131,089 +39,827 +44%
LPL Financial
7
LPL Financial
California
$2.11M 89,195 +11,859 +15%
PGAM
8
Princeton Global Asset Management
New Jersey
$2.04M 86,414 +375 +0.4%
SA
9
Sanctuary Advisors
Indiana
$1.75M 75,373 +75,373 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.63M 69,136 -111,851 -62%
AFP
11
Ausdal Financial Partners
Iowa
$1.29M 54,677 +2,640 +5%
Truist Financial
12
Truist Financial
North Carolina
$1.28M 54,303 +5,426 +11%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.25M 53,048 +4,337 +9%
SWM
14
Seed Wealth Management
Illinois
$1.19M 50,225 -8,830 -15%
CRWM
15
Castle Rock Wealth Management
California
$1.17M 49,525 +15,351 +45%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.14M 48,043 +48,043 New
IAA
17
Ironsides Asset Advisors
North Carolina
$1.02M 43,036 -7,200 -14%
PFS
18
Prospera Financial Services
Texas
$830K 35,088 -280 -0.8%
Comerica Bank
19
Comerica Bank
Texas
$814K 34,428 +5,666 +20%
Stifel Financial
20
Stifel Financial
Missouri
$699K 29,554 -14,744 -33%
NWM
21
Napa Wealth Management
California
$677K 28,640 +28,640 New
BFG
22
Beacon Financial Group
Texas
$603K 25,501 -696 -3%
SWP
23
Strategic Wealth Partners
Ohio
$556K 23,506 -3,334 -12%
WKWM
24
Walter & Keenan Wealth Management
Indiana
$514K 21,730
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$505K 21,365 -119,149 -85%