Global X Interest Rate Hedge ETF
RATE
RATE was delisted on the 22nd of August, 2025.
4 hedge funds and large institutions have $25.7K invested in Global X Interest Rate Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
22% more capital invested
Capital invested by funds: $21.2K → $25.7K (+$4.57K)
0.09% less ownership
Funds ownership: 1.06% → 0.98% (-0.09%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.9K |
| 2 |
Morgan Stanley
New York
|
+$20 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.78K |
| 2 |
LC
Luminist Capital
Grand Rapids,
Michigan
|
-$1.07K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | +$15.9K | +800 | New |
|
|
LC
2
Luminist Capital
Grand Rapids,
Michigan
| $5.47K | -$1.07K | -54 | -16% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $5.25K | – | – | – |
|
|
4
Morgan Stanley
New York
| $24 | +$20 | +1 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$8.78K | -441 | Closed |
|
RATE Hedge Fund Activity: Q1 2025 in Review
4 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X Interest Rate Hedge ETF (RATE) for Q1 2025, worth a combined $25.7K — up 22% from $21.2K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RATE positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $15.9K. The largest seller was UBS Group, exiting entirely with an estimated $8.78K sold.
- 4 institutional investors held Global X Interest Rate Hedge ETF (RATE) as of Q1 2025, up from 3 in Q4 2024.
- Funds reported $25.7K of Global X Interest Rate Hedge ETF stock for Q1 2025, up 22% quarter-over-quarter.
- 2 funds opened new Global X Interest Rate Hedge ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
- The largest Global X Interest Rate Hedge ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $15.9K added.
- The largest Global X Interest Rate Hedge ETF seller in Q1 2025 was UBS Group, an estimated $8.78K sold.
Based on aggregated 13F filings for Q1 2025.