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Global X Variable Rate Preferred ETF

61 hedge funds and large institutions have $80.9M invested in Global X Variable Rate Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
28
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.9M 1,368,734 +187,641 +16%
BFC
2
Bedel Financial Consulting
Indiana
$5.57M 231,458 -10,218 -4%
LGW
3
Leslie Global Wealth
Illinois
$4.86M 202,006 +12,559 +7%
Creative Planning
4
Creative Planning
Kansas
$4.13M 171,806 +40,717 +31%
IPAM
5
Investment Partners Asset Management
New Jersey
$3.66M 152,293 +7,332 +5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.46M 102,219 +54,176 +113%
LPL Financial
7
LPL Financial
California
$2.21M 92,066 +2,871 +3%
PGAM
8
Princeton Global Asset Management
New Jersey
$2.11M 87,747 +1,333 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.72M 71,507 +2,371 +3%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.36M 56,436 +3,388 +6%
AFP
11
Ausdal Financial Partners
Iowa
$1.31M 54,646 -31 -0.1%
SWM
12
Seed Wealth Management
Illinois
$1.2M 49,875 -350 -0.7%
Truist Financial
13
Truist Financial
North Carolina
$1.16M 48,224 -6,079 -11%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.04M 43,328 +43,328 New
IAA
15
Ironsides Asset Advisors
North Carolina
$1.02M 42,496 -540 -1%
NWM
16
Napa Wealth Management
California
$932K 38,758 +10,118 +35%
IIA
17
Integral Investment Advisors
California
$916K 38,095 +24,773 +186%
Comerica Bank
18
Comerica Bank
Texas
$849K 35,283 +855 +2%
PFS
19
Prospera Financial Services
Texas
$844K 35,088
Bank of America
20
Bank of America
North Carolina
$760K 31,606 +15,001 +90%
BFG
21
Beacon Financial Group
Texas
$615K 25,573 +72 +0.3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$615K 25,570 +4,205 +20%
SWP
23
Strategic Wealth Partners
Ohio
$520K 21,623 -1,883 -8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$503K 20,906 -370,360 -95%
PWM
25
Paulson Wealth Management
Illinois
$474K 19,716 -1,164 -6%