Global X Interest Rate Hedge ETF
RATE
RATE was delisted on the 22nd of August, 2025.
3 hedge funds and large institutions have $1.26M invested in Global X Interest Rate Hedge ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
27.54% less ownership
Funds ownership: 67.37% → 39.83% (-28%)
39% less capital invested
Capital invested by funds: $2.07M → $1.26M (-$811K)
40% less funds holding
Funds holding: 5 → 3 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$707K |
| 2 |
Jane Street
New York
|
-$108K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$28.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$471 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.24M | -$108K | -4,563 | -8% |
|
|
2
Bank of Montreal
Toronto,
Ontario, Canada
| $15.4K | -$28.8K | -1,220 | -66% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $1.75K | – | – | – |
|
|
4
Bank of America
Charlotte,
North Carolina
| – | -$707K | -30,000 | Closed |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$471 | -20 | Closed |
|
RATE Hedge Fund Activity: Q2 2023 in Review
3 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Global X Interest Rate Hedge ETF (RATE) for Q2 2023, worth a combined $1.26M — down 39% from $2.07M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of RATE and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 0 added.
The largest seller was Bank of America, exiting entirely with an estimated $707K sold.
- 3 institutional investors held Global X Interest Rate Hedge ETF (RATE) as of Q2 2023, down from 5 in Q1 2023.
- Funds reported $1.26M of Global X Interest Rate Hedge ETF stock for Q2 2023, down 39% quarter-over-quarter.
- 0 funds opened new Global X Interest Rate Hedge ETF positions in Q2 2023 and 2 closed out, a net change of -2 holders.
- The largest Global X Interest Rate Hedge ETF seller in Q2 2023 was Bank of America, an estimated $707K sold.
Based on aggregated 13F filings for Q2 2023.