Global X Variable Rate Preferred ETF
PFFV
26 hedge funds and large institutions have $27.3M invested in Global X Variable Rate Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
1,100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 1
172% more capital invested
Capital invested by funds: $10M → $27.3M (+$17.3M)
86% more funds holding
Funds holding: 14 → 26 (+12)
12.5% more ownership
Funds ownership: 16.24% → 28.74% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
+$3.54M |
| 2 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
+$2.59M |
| 3 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
+$2.55M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$948K |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$686K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$227K |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$178K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFG
26
Ford Financial Group
Fresno,
California
| $585 | +$585K | +21,116 | New |
|
|
27
Jane Street
New York
| – | -$227K | -8,088 | Closed |
|
PFFV Hedge Fund Activity: Q4 2021 in Review
26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q4 2021, worth a combined $27.3M — up 172% from $10M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PFFV positions and 1 closed out — a net gain of 12 holders — while 12 added to existing stakes and 1 trimmed.
The largest buyer was Paulson Wealth Management, opening a new position worth an estimated $3.54M. The largest seller was Jane Street, exiting entirely with an estimated $227K sold.
- 26 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q4 2021, up from 14 in Q3 2021.
- Funds reported $27.3M of Global X Variable Rate Preferred ETF stock for Q4 2021, up 172% quarter-over-quarter.
- 13 funds opened new Global X Variable Rate Preferred ETF positions in Q4 2021 and 1 closed out, a net change of +12 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q4 2021 was Paulson Wealth Management, an estimated $3.54M added.
- The largest Global X Variable Rate Preferred ETF seller in Q4 2021 was Jane Street, an estimated $227K sold.
Based on aggregated 13F filings for Q4 2021.