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Global X Variable Rate Preferred ETF
PFFV

59 hedge funds and large institutions have $87.5M invested in Global X Variable Rate Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

8% more capital invested

Capital invested by funds: $80.9M → $87.5M (+$6.64M)

1.74% more ownership

Funds ownership: 31.15% → 32.89% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 61 → 59 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
26
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.76M
2
IAA
Ironsides Asset Advisors
North Carolina
+$2.36M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.5M
4
LPL Financial
LPL Financial
California
+$1.03M
5
Creative Planning
Creative Planning
Kansas
+$718K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.8M
2
LGW
Leslie Global Wealth
Illinois
-$1.13M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.02M
4
Truist Financial
Truist Financial
North Carolina
-$751K
5
HF
HRT Financial
New York
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
26
FLC Capital Advisors
California
$505K +$55.2K +2,297 +12%
SWP
27
Strategic Wealth Partners
Ohio
$483K -$34K -1,416 -7%
CW
28
CreativeOne Wealth
Kansas
$405K -$1.49K -62 -0.4%
US Bancorp
29
US Bancorp
Minnesota
$402K – – –
Truist Financial
30
Truist Financial
North Carolina
$401K -$751K -31,227 -65%
TYCC
31
Texas Yale Capital Corp
Florida
$383K – – –
SS
32
SBI Securities
Japan
$382K +$389K +16,186 New
CWM
33
Congress Wealth Management
Massachusetts
$376K +$384K +15,967 New
Corient Private Wealth
34
Corient Private Wealth
Florida
$329K +$44.3K +1,841 +15%
HI
35
Harbour Investments
Wisconsin
$319K – – –
SBH
36
Segall Bryant & Hamill
Illinois
$304K +$7.33K +305 +2%
AWA
37
Acorn Wealth Advisors
Michigan
$301K +$10.5K +436 +4%
PWM
38
Paulson Wealth Management
Illinois
$301K -$167K -6,953 -35%
Stifel Financial
39
Stifel Financial
Missouri
$293K -$2.07K -86 -0.7%
JPLA
40
Joseph P. Lucia & Associates
New York
$289K +$3.94K +164 +1%
IAIM
41
International Assets Investment Management
Florida
$284K +$286K +11,900 New
PW
42
PUREfi Wealth
Massachusetts
$249K +$254K +10,570 New
PTC
43
Private Trust Company
Ohio
$240K +$83.5K +3,472 +52%
NA
44
NewEdge Advisors
Louisiana
$228K +$78K +3,244 +50%
HWM
45
Howard Wealth Management
Connecticut
$225K +$230K +9,564 New
Osaic Holdings
46
Osaic Holdings
Arizona
$224K +$55.1K +2,290 +32%
GWM
47
GSB Wealth Management
Connecticut
$213K -$9.42K -392 -4%
FCM
48
Firestone Capital Management
Florida
$208K +$601 +25 +0.3%
GM
49
GeoWealth Management
Illinois
$159K -$11.5K -477 -7%
GRP
50
Global Retirement Partners
California
$144K -$74.1K -3,082 -34%
1
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PFFV Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X Variable Rate Preferred ETF (PFFV) for Q4 2024, worth a combined $87.5M — up 8.2% from $80.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PFFV and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 26 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.76M. The largest seller was Morgan Stanley, cutting an estimated $1.8M.

  • 59 institutional investors held Global X Variable Rate Preferred ETF (PFFV) as of Q4 2024, down from 61 in Q3 2024.
  • Funds reported $87.5M of Global X Variable Rate Preferred ETF stock for Q4 2024, up 8.2% quarter-over-quarter.
  • 8 funds opened new Global X Variable Rate Preferred ETF positions in Q4 2024 and 10 closed out, a net change of -2 holders.
  • The largest Global X Variable Rate Preferred ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $3.76M added.
  • The largest Global X Variable Rate Preferred ETF seller in Q4 2024 was Morgan Stanley, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2024.