Global X Interest Rate Hedge ETF
RATE
RATE was delisted on the 22nd of August, 2025.
5 hedge funds and large institutions have $2.07M invested in Global X Interest Rate Hedge ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
18.43% less ownership
Funds ownership: 85.8% → 67.37% (-18%)
31% less capital invested
Capital invested by funds: $3.01M → $2.07M (-$940K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$121K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$46.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$809K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$15.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.31M | +$121K | +4,819 | +9% |
|
2
Bank of America
Charlotte,
North Carolina
| $707K | – | – | – |
|
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $49.3K | +$46.2K | +1,846 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.7K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $471 | -$15.5K | -621 | -97% |
|
|
6
Goldman Sachs
New York
| – | -$809K | -30,000 | Closed |
|
RATE Hedge Fund Activity: Q1 2023 in Review
5 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Global X Interest Rate Hedge ETF (RATE) for Q1 2023, worth a combined $2.07M — down 31% from $3.01M a quarter earlier.
Fund positioning in RATE was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $121K. The largest seller was Goldman Sachs, exiting entirely with an estimated $809K sold.
- 5 institutional investors held Global X Interest Rate Hedge ETF (RATE) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $2.07M of Global X Interest Rate Hedge ETF stock for Q1 2023, down 31% quarter-over-quarter.
- 1 fund opened new Global X Interest Rate Hedge ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Global X Interest Rate Hedge ETF buyer in Q1 2023 was Jane Street, an estimated $121K added.
- The largest Global X Interest Rate Hedge ETF seller in Q1 2023 was Goldman Sachs, an estimated $809K sold.
Based on aggregated 13F filings for Q1 2023.