Global X Interest Rate HedgeRATEETF

13F holders, Q1 2025 (March 31)
4holders +1
2new positions
1sold out
$18.80avg. 13F price*

At the end of Q1 2025, 4 institutions reported holding Global X Interest Rate Hedge (RATE) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Royal Bank of Canada ($15K), Luminist Capital LLC ($5K) and Osaic Holdings, Inc. ($5K).

Company
Global X Interest Rate Hedge
CUSIP
37960A784
Latest filing quarter
Q2 2025

History

Number of 13F holders

012345 Q1 2024: 4Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 3Q4 2024Q1 2025: 4Q1 2025Q2 2025: 5Q2 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$15K
Exits1$9K

All 13F filers, Q4 2024 → Q1 2025: 801 shares bought and 495 shares sold, net +306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Royal Bank of Canada 0.00% New 800 $15K
Luminist Capital LLC 0.01% Reduce -15.7% 291 $5K
Osaic Holdings, Inc. 0.00% No change 277 $5K
Morgan Stanley 0.00% New 1 $24

"% of holder's portfolio" is RATE's weight in each manager's 13F, not the share of Global X Interest Rate Hedge the manager owns.