We are live on ! Find out more
PFFV icon

Global X Variable Rate Preferred ETF
PFFV

61 hedge funds and large institutions have $80.9M invested in Global X Variable Rate Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $82.8M → $80.9M (-$1.93M)

1.85% less ownership

Funds ownership: 33% → 31.15% (-1.8%)

5% less funds holding

Funds holding: 64 → 61 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
28
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.47M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.29M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.03M
4
Creative Planning
Creative Planning
Kansas
+$969K
5
IIA
Integral Investment Advisors
California
+$590K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.81M
2
SA
Sanctuary Advisors
Indiana
-$1.59M
3
CRWM
Castle Rock Wealth Management
California
-$1.17M
4
Stifel Financial
Stifel Financial
Missouri
-$405K
5
WKWM
Walter & Keenan Wealth Management
Indiana
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$465K +$45.9K +1,930 +11%
FCA
27
FLC Capital Advisors
California
$460K +$203K +8,519 +80%
CW
28
CreativeOne Wealth
Kansas
$414K +$60K +2,523 +17%
US Bancorp
29
US Bancorp
Minnesota
$410K – – –
TYCC
30
Texas Yale Capital Corp
Florida
$391K – – –
HF
31
HRT Financial
New York
$358K +$355K +14,898 New
HI
32
Harbour Investments
Wisconsin
$325K – – –
SBH
33
Segall Bryant & Hamill
Illinois
$303K +$300K +12,612 New
Stifel Financial
34
Stifel Financial
Missouri
$301K -$405K -17,028 -58%
AWA
35
Acorn Wealth Advisors
Michigan
$297K +$41.7K +1,752 +17%
JPLA
36
Joseph P. Lucia & Associates
New York
$291K +$15K +629 +5%
Corient Private Wealth
37
Corient Private Wealth
Florida
$291K -$86K -3,614 -23%
WMA
38
West Michigan Advisors
Michigan
$243K +$240K +10,099 New
GWM
39
GSB Wealth Management
Connecticut
$226K +$405 +17 +0.2%
GRP
40
Global Retirement Partners
California
$221K -$171K -7,200 -44%
FCM
41
Firestone Capital Management
Florida
$211K +$595 +25 +0.3%
CIAS
42
Capital Investment Advisory Services
North Carolina
$211K +$32.9K +1,381 +19%
WKWM
43
Walter & Keenan Wealth Management
Indiana
$210K -$309K -13,000 -60%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$208K -$3.24K -136 -2%
KAS
45
Kestra Advisory Services
Texas
$205K -$62.2K -2,614 -23%
SA
46
Sanctuary Advisors
Indiana
$203K -$1.59M -66,925 -89%
GM
47
GeoWealth Management
Illinois
$174K +$3.45K +145 +2%
Osaic Holdings
48
Osaic Holdings
Arizona
$174K -$1.64K -69 -0.9%
PTC
49
Private Trust Company
Ohio
$162K +$78.1K +3,280 +95%
NA
50
NewEdge Advisors
Louisiana
$155K +$3.64K +153 +2%
1
2
3

PFFV Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q3 2024, worth a combined $80.9M — down 2.3% from $82.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PFFV and 6 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 28 added.

The largest buyer was Morgan Stanley, adding an estimated $4.47M. The largest seller was Janney Montgomery Scott, cutting an estimated $8.81M.

  • 61 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q3 2024, down from 64 in Q2 2024.
  • Funds reported $80.9M of Global X Variable Rate Preferred ETF stock for Q3 2024, down 2.3% quarter-over-quarter.
  • 6 funds opened new Global X Variable Rate Preferred ETF positions in Q3 2024 and 9 closed out, a net change of -3 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q3 2024 was Morgan Stanley, an estimated $4.47M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q3 2024 was Janney Montgomery Scott, an estimated $8.81M sold.

Based on aggregated 13F filings for Q3 2024.