Global X Interest Rate Hedge ETF
RATE
RATE was delisted on the 22nd of August, 2025.
4 hedge funds and large institutions have $615K invested in Global X Interest Rate Hedge ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
3% less capital invested
Capital invested by funds: $632K → $615K (-$16.5K)
1.88% less ownership
Funds ownership: 34.01% → 32.13% (-1.9%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.76K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$38.1K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $581K | -$38.1K | -1,990 | -6% |
|
|
2
Bank of Montreal
Toronto,
Ontario, Canada
| $29.5K | +$1.76K | +92 | +7% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $2.49K | -$1.34K | -70 | -35% |
|
|
4
UBS Group
Zurich,
Switzerland
| $1.7K | +$1.71K | +89 | New |
|
RATE Hedge Fund Activity: Q1 2024 in Review
4 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Global X Interest Rate Hedge ETF (RATE) for Q1 2024, worth a combined $615K — down 2.6% from $632K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new RATE positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $1.76K. The largest seller was Jane Street, cutting an estimated $38.1K.
- 4 institutional investors held Global X Interest Rate Hedge ETF (RATE) as of Q1 2024, up from 3 in Q4 2023.
- Funds reported $615K of Global X Interest Rate Hedge ETF stock for Q1 2024, down 2.6% quarter-over-quarter.
- 1 fund opened new Global X Interest Rate Hedge ETF positions in Q1 2024 and 0 closed out, a net change of +1 holder.
- The largest Global X Interest Rate Hedge ETF buyer in Q1 2024 was Bank of Montreal, an estimated $1.76K added.
- The largest Global X Interest Rate Hedge ETF seller in Q1 2024 was Jane Street, an estimated $38.1K sold.
Based on aggregated 13F filings for Q1 2024.