We are live on ! Find out more
PFFV icon

Global X Variable Rate Preferred ETF

65 hedge funds and large institutions have $148M invested in Global X Variable Rate Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

11% more capital invested

Capital invested by funds: $133M → $148M (+$15M)

4.96% more ownership

Funds ownership: 45.22%50.19% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 6965 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
25
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
SBI Securities
Japan
$902K +$189K +8,457 +26%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$831K -$116K -5,159 -12%
Jane Street
28
Jane Street
New York
$653K +$671K +29,938 New
SWM
29
Seed Wealth Management
Illinois
$648K
First Manhattan
30
First Manhattan
New York
$613K
SWP
31
Stratos Wealth Partners
Ohio
$579K +$21.8K +973 +4%
Truist Financial
32
Truist Financial
North Carolina
$539K -$13.9K -622 -2%
NA
33
NewEdge Advisors
Louisiana
$519K +$67.6K +3,016 +15%
MG
34
Mather Group
Illinois
$500K +$513K +22,917 New
DP
35
Dearborn Partners
Illinois
$481K -$19.6K -877 -4%
HI
36
Harbour Investments
Wisconsin
$392K +$49.8K +2,225 +14%
US Bancorp
37
US Bancorp
Minnesota
$373K
JPLA
38
Joseph P. Lucia & Associates
New York
$324K +$67.9K +3,032 +26%
AWA
39
Acorn Wealth Advisors
Michigan
$313K -$1.01K -45 -0.3%
WMA
40
West Michigan Advisors
Michigan
$294K -$263K -11,721 -47%
IAIM
41
International Assets Investment Management
Florida
$278K
CWM
42
Centurion Wealth Management
Virginia
$275K -$37.7K -1,683 -12%
DWM
43
Diversify Wealth Management
Utah
$265K -$91.4K -4,078 -26%
SWP
44
Strategic Wealth Partners
Ohio
$254K -$51.8K -2,314 -17%
PAG
45
Private Advisor Group
New Jersey
$248K +$255K +11,373 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$229K -$5.15K -230 -2%
CL
47
Choreo LLC
Illinois
$228K
PFS
48
Prospera Financial Services
Texas
$227K -$78.4K -3,500 -25%
SEI Investments
49
SEI Investments
Pennsylvania
$225K +$231K +10,321 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$214K +$220K +9,804 New

PFFV Hedge Fund Activity: Q1 2026 in Review

65 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q1 2026, worth a combined $148M — up 11% from $133M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PFFV and 11 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $6.98M. The largest seller was Citadel Advisors, exiting entirely with an estimated $836K sold.

  • 65 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q1 2026, down from 69 in Q4 2025.
  • Funds reported $148M of Global X Variable Rate Preferred ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 11 funds opened new Global X Variable Rate Preferred ETF positions in Q1 2026 and 13 closed out, a net change of -2 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q1 2026 was Janney Montgomery Scott, an estimated $6.98M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q1 2026 was Citadel Advisors, an estimated $836K sold.

Based on aggregated 13F filings for Q1 2026.