PFFV icon

Global X Variable Rate Preferred ETF

70 hedge funds and large institutions have $126M invested in Global X Variable Rate Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
27
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.7M 1,831,058 +385,607 +27%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.22M 272,685 +96,835 +55%
Bank of America
3
Bank of America
North Carolina
$5.86M 257,112 +16,712 +7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.46M 239,531 -55,808 -19%
IAA
5
Ironsides Asset Advisors
North Carolina
$5.19M 227,653 +103 +0%
BFC
6
Bedel Financial Consulting
Indiana
$5.15M 226,094 -565 -0.2%
Creative Planning
7
Creative Planning
Kansas
$5.03M 220,468 +2,440 +1%
AI
8
AXS Investments
New York
$4.85M 212,737 -60,713 -22%
LPL Financial
9
LPL Financial
California
$4.42M 193,788 +49,793 +35%
IPAM
10
Investment Partners Asset Management
New Jersey
$4.37M 191,816 +24,954 +15%
LGW
11
Leslie Global Wealth
Illinois
$3.75M 164,364 +10,153 +7%
CWM
12
Congress Wealth Management
Massachusetts
$3.7M 162,187 +107,817 +198%
TW
13
Trajan Wealth
Arizona
$2.21M 96,825 -5,935 -6%
PGAM
14
Princeton Global Asset Management
New Jersey
$2.16M 94,638 +915 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.88M 82,326 -1,017 -1%
IIA
16
Integral Investment Advisors
California
$1.84M 80,686 +30,129 +60%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.83M 80,299 +4,490 +6%
GAM
18
Gotham Asset Management
New York
$1.79M 78,677 +37,005 +89%
Raymond James Financial
19
Raymond James Financial
Florida
$1.38M 60,553 +880 +1%
CMMS
20
Comprehensive Money Management Services
Florida
$1.36M 59,463 -2,350 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.09M 47,953 -183 -0.4%
FFA
22
Farther Finance Advisors
California
$777K 34,100 +34,100 New
SS
23
SBI Securities
Japan
$763K 33,482 +10,238 +44%
Comerica Bank
24
Comerica Bank
Texas
$747K 32,764 +549 +2%
SWM
25
Seed Wealth Management
Illinois
$700K 30,700 -2,725 -8%