Global X Variable Rate Preferred ETF
PFFV
64 hedge funds and large institutions have $82.8M invested in Global X Variable Rate Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
37% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 19
16% more capital invested
Capital invested by funds: $71.2M → $82.8M (+$11.6M)
4.17% more ownership
Funds ownership: 28.83% → 33% (+4.2%)
2% more funds holding
Funds holding: 63 → 64 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.56M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.13M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$937K |
| 4 |
NWM
Napa Wealth Management
Napa,
California
|
+$674K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.63M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$347K |
| 4 |
Jane Street
New York
|
-$317K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$253K |
PFFV Hedge Fund Activity: Q2 2024 in Review
64 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q2 2024, worth a combined $82.8M — up 16% from $71.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PFFV positions and 5 closed out — a net gain of 3 holders — while 26 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.56M. The largest seller was Cetera Investment Advisers, cutting an estimated $2.8M.
- 64 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q2 2024, up from 63 in Q1 2024.
- Funds reported $82.8M of Global X Variable Rate Preferred ETF stock for Q2 2024, up 16% quarter-over-quarter.
- 8 funds opened new Global X Variable Rate Preferred ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
- The largest Global X Variable Rate Preferred ETF buyer in Q2 2024 was Morgan Stanley, an estimated $8.56M added.
- The largest Global X Variable Rate Preferred ETF seller in Q2 2024 was Cetera Investment Advisers, an estimated $2.8M sold.
Based on aggregated 13F filings for Q2 2024.