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Global X Variable Rate Preferred ETF

70 hedge funds and large institutions have $126M invested in Global X Variable Rate Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
27
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.7M +$8.79M +385,607 +27%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.22M +$2.21M +96,835 +55%
Bank of America
3
Bank of America
North Carolina
$5.86M +$381K +16,712 +7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.46M -$1.27M -55,808 -19%
IAA
5
Ironsides Asset Advisors
North Carolina
$5.19M +$2.35K +103 +0%
BFC
6
Bedel Financial Consulting
Indiana
$5.15M -$12.9K -565 -0.2%
Creative Planning
7
Creative Planning
Kansas
$5.03M +$55.6K +2,440 +1%
AI
8
AXS Investments
New York
$4.85M -$1.38M -60,713 -22%
LPL Financial
9
LPL Financial
California
$4.42M +$1.14M +49,793 +35%
IPAM
10
Investment Partners Asset Management
New Jersey
$4.37M +$569K +24,954 +15%
LGW
11
Leslie Global Wealth
Illinois
$3.75M +$231K +10,153 +7%
CWM
12
Congress Wealth Management
Massachusetts
$3.7M +$2.46M +107,817 +198%
TW
13
Trajan Wealth
Arizona
$2.21M -$135K -5,935 -6%
PGAM
14
Princeton Global Asset Management
New Jersey
$2.16M +$20.9K +915 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.88M -$23.2K -1,017 -1%
IIA
16
Integral Investment Advisors
California
$1.84M +$687K +30,129 +60%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.83M +$102K +4,490 +6%
GAM
18
Gotham Asset Management
New York
$1.79M +$844K +37,005 +89%
Raymond James Financial
19
Raymond James Financial
Florida
$1.38M +$20.1K +880 +1%
CMMS
20
Comprehensive Money Management Services
Florida
$1.36M -$53.6K -2,350 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.09M -$4.17K -183 -0.4%
FFA
22
Farther Finance Advisors
California
$777K +$777K +34,100 New
SS
23
SBI Securities
Japan
$763K +$233K +10,238 +44%
Comerica Bank
24
Comerica Bank
Texas
$747K +$12.5K +549 +2%
SWM
25
Seed Wealth Management
Illinois
$700K -$62.1K -2,725 -8%