PFFV icon

Global X Variable Rate Preferred ETF

59 hedge funds and large institutions have $123M invested in Global X Variable Rate Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
18
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
26
Elmwood Wealth Management
California
$531K -$339K -15,080 -39%
PFS
27
Prospera Financial Services
Texas
$529K +$529K +23,495 New
CAN
28
Cetera Advisor Networks
California
$454K +$454K +20,195 New
IAA
29
Ironsides Asset Advisors
North Carolina
$429K -$1.85M -82,125 -81%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$401K +$386K +17,161 +2,661%
RW
31
RVW Wealth
California
$398K -$1.53M -68,031 -79%
GWM
32
GSB Wealth Management
Connecticut
$384K -$1.1M -48,791 -74%
US Bancorp
33
US Bancorp
Minnesota
$384K +$37.8K +1,678 +11%
CA
34
Claro Advisors
Massachusetts
$371K -$726K -32,250 -66%
CA
35
Cetera Advisors
Colorado
$345K +$345K +15,339 New
FFG
36
Ford Financial Group
California
$338K -$143K -6,345 -30%
GM
37
GeoWealth Management
Illinois
$332K -$97.1K -4,317 -23%
TYCC
38
Texas Yale Capital Corp
Florida
$318K -$131K -5,809 -29%
KAS
39
Kestra Advisory Services
Texas
$274K +$4.14K +184 +2%
GIA
40
Gladstone Institutional Advisory
Florida
$256K +$16.8K +747 +7%
BAM
41
Belpointe Asset Management
Nevada
$233K -$590K -26,208 -72%
JPLA
42
Joseph P. Lucia & Associates
New York
$225K +$12.7K +565 +6%
FCM
43
Firestone Capital Management
Florida
$224K -$53.6K -2,383 -19%
CM
44
Columbus Macro
Pennsylvania
$223K -$3.09M -137,147 -93%
Osaic Holdings
45
Osaic Holdings
Arizona
$130K +$45.2K +2,006 +53%
HI
46
Harbour Investments
Wisconsin
$104K +$104K +4,600 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$75K +$74.5K +3,325 +15,833%
PTC
48
Private Trust Company
Ohio
$72K +$72K +3,192 New
AWM
49
Accurate Wealth Management
Florida
$71.9K -$183K -7,783 -72%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$45K