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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
Holders Change %
% of All Funds
Holding in Top 10
1
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
$41.7M
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.22M
Bank of America
3
Bank of America
North Carolina
$5.86M
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.46M
IAA
5
Ironsides Asset Advisors
North Carolina
$5.19M
BFC
6
Bedel Financial Consulting
Indiana
$5.15M
Creative Planning
7
Creative Planning
Kansas
$5.03M
AI
8
AXS Investments
New York
$4.85M
LPL Financial
9
LPL Financial
California
$4.42M
IPAM
10
Investment Partners Asset Management
New Jersey
$4.37M
LGW
11
Leslie Global Wealth
Illinois
$3.75M
CWM
12
Congress Wealth Management
Massachusetts
$3.7M
TW
13
Trajan Wealth
Arizona
$2.21M
PGAM
14
Princeton Global Asset Management
New Jersey
$2.16M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.88M
IIA
16
Integral Investment Advisors
California
$1.84M
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.83M
GAM
18
Gotham Asset Management
New York
$1.79M
Raymond James Financial
19
Raymond James Financial
Florida
$1.38M
CMMS
20
Comprehensive Money Management Services
Florida
$1.36M
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.09M
FFA
22
Farther Finance Advisors
California
$777K
SS
23
SBI Securities
Japan
$763K
Comerica Bank
24
Comerica Bank
Texas
$747K
SWM
25
Seed Wealth Management
Illinois
$700K