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Global X Variable Rate Preferred ETF

66 hedge funds and large institutions have $115M invested in Global X Variable Rate Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.99M
AI
3
AXS Investments
New York
$6.47M
Bank of America
4
Bank of America
North Carolina
$5.69M
IAA
5
Ironsides Asset Advisors
North Carolina
$5.38M
BFC
6
Bedel Financial Consulting
Indiana
$5.24M
Creative Planning
7
Creative Planning
Kansas
$5.16M
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.16M
IPAM
9
Investment Partners Asset Management
New Jersey
$3.95M
LGW
10
Leslie Global Wealth
Illinois
$3.65M
LPL Financial
11
LPL Financial
California
$3.41M
TW
12
Trajan Wealth
Arizona
$2.43M
PGAM
13
Princeton Global Asset Management
New Jersey
$2.22M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.97M
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.79M
CMMS
16
Comprehensive Money Management Services
Florida
$1.46M
Raymond James Financial
17
Raymond James Financial
Florida
$1.41M
AFP
18
Ausdal Financial Partners
Iowa
$1.36M
CWM
19
Congress Wealth Management
Massachusetts
$1.29M
IIA
20
Integral Investment Advisors
California
$1.2M
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.14M
GAM
22
Gotham Asset Management
New York
$986K
SWM
23
Seed Wealth Management
Illinois
$791K
Comerica Bank
24
Comerica Bank
Texas
$762K
PFS
25
Prospera Financial Services
Texas
$699K